Financial Statement Analyzer
This tool analyzes financial statements to extract key metrics and insights, helping users understand a company's performance quickly.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add financial-statement-analyzer npx -- -y @trustedskills/financial-statement-analyzer
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"financial-statement-analyzer": {
"command": "npx",
"args": [
"-y",
"@trustedskills/financial-statement-analyzer"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The financial-statement-analyzer skill allows AI agents to interpret and summarize financial statements. It can extract key performance indicators (KPIs) like revenue, net income, assets, and liabilities from provided data. This skill is designed for users needing quick insights into a company's financial health based on its reports.
When to use it
- Investment Analysis: Quickly assess the financial viability of a potential investment by analyzing key ratios and trends.
- Due Diligence: Extract critical information from financial statements during mergers, acquisitions, or partnerships.
- Financial Reporting: Generate concise summaries of financial performance for internal reporting or presentations.
- Competitive Benchmarking: Compare a company's financial metrics against its competitors to identify strengths and weaknesses.
Key capabilities
- Extracts revenue data
- Calculates net income
- Identifies assets and liabilities
- KPI extraction
Example prompts
- "Analyze the attached balance sheet and income statement, highlighting key trends."
- "What were the total assets and liabilities for [Company Name] in 2023?"
- "Calculate the debt-to-equity ratio based on this financial data."
Tips & gotchas
The skill requires properly formatted financial statements as input (e.g., CSV, PDF with extractable text). The accuracy of the analysis depends heavily on the quality and completeness of the provided data.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
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Passed automated security scans.