Financereport
Analyzes financial reports to extract key metrics & insights, streamlining investment research and decision-making.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add financereport npx -- -y @trustedskills/financereport
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"financereport": {
"command": "npx",
"args": [
"-y",
"@trustedskills/financereport"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The financereport skill generates financial reports based on provided data. It can analyze income statements, balance sheets, and cash flow statements to produce summaries and insights. The skill is designed to help users quickly understand complex financial information without manual calculations or extensive spreadsheet work.
When to use it
- Quick Financial Overview: Generate a concise summary of a company's financial performance from raw data.
- Investment Analysis: Analyze potential investment opportunities by creating reports on key financial metrics.
- Budget Review: Create reports comparing actual spending against budgeted amounts.
- Financial Statement Comparison: Compare financial statements across different periods to identify trends and anomalies.
Key capabilities
- Income statement analysis
- Balance sheet analysis
- Cash flow statement analysis
- Report summarization
Example prompts
- "Generate a summary report for the attached income statement."
- "Analyze this balance sheet data and highlight any significant changes from last year."
- "Create a cash flow statement report, focusing on operating activities."
- “Summarize these financial statements into key performance indicators.”
Tips & gotchas
The skill requires structured financial data as input (e.g., CSV, JSON). Ensure the data is properly formatted and includes all necessary line items for accurate reporting.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.