Financial Analysis

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by dalehurley · vlatest · Repository

Analyze financial statements, identify trends, and generate concise reports to inform investment decisions.

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

1

Run in terminal (recommended)

terminal
claude mcp add financial-analysis npx -- -y @trustedskills/financial-analysis
2

Or manually add to ~/.claude/settings.json

~/.claude/settings.json
{
  "mcpServers": {
    "financial-analysis": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/financial-analysis"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

About This Skill

What it does

This skill performs financial analysis on provided data. It can calculate key metrics such as profit margins, return on investment (ROI), and debt-to-equity ratios. The tool is designed to interpret financial statements and provide insights based on the input data.

When to use it

  • Analyzing a company's financial performance before making an investment decision.
  • Evaluating the profitability of a new product or service.
  • Calculating key financial ratios for comparison against industry benchmarks.
  • Assessing a company’s financial health as part of due diligence.

Key capabilities

  • Calculates profit margins
  • Determines ROI (Return on Investment)
  • Computes debt-to-equity ratios
  • Interprets financial statements

Example prompts

  • "Analyze the attached income statement and balance sheet, focusing on profitability."
  • "Calculate the ROI for this project based on these cost and revenue projections."
  • “What is the debt-to-equity ratio given this data?”

Tips & gotchas

The skill requires structured financial data as input. Ensure that the provided data is accurate and complete to obtain reliable results.

Tags

🛡️

TrustedSkills Verification

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Details

Version
vlatest
License
Author
dalehurley
Installs
3

🌐 Community

Passed automated security scans.