Financial Statements
OfficialAnalyzes financial statements to extract key metrics and insights for business intelligence and investment decisions.
Install on your platform
Showing Claude Code. One command installs this skill into any of the agents below.
- 1
Run this in your project
terminal$ npx skills add anthropics/knowledge-work-plugins --skill financial-statements -a claude-code Uses the open-source
skillsCLI and needs Node.js. Add-gto install it for your user instead of this project.
What we know about this skill
Publisher
anthropics
Matched to the vendor's own GitHub organisation.
Install target
Live repository
Not pinned. Installing fetches whatever the repository holds at the time you run the command.
Automated safety checks
This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.
Declares what it does: passed
SKILL.md parses and declares a name and a description.
SKILL.md exists, its frontmatter parses, and it declares a name and a description.
No undeclared network calls: passed
Makes no network calls.
Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.
No obfuscated payloads: passed
No encoded or obfuscated payloads.
No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.
No credential access: passed
Reads no keys, tokens, keychains or credential files.
Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.
No pipe-to-shell installers: passed
No pipe-to-shell or download-and-run installers.
No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.
Pinned to a commit: passed
Scanned anthropics/knowledge-work-plugins at da38ec1ee8.
The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.
- Commit
- da38ec1ee8
- Scanned
- 1 file, 326 lines
About this skill
The financial-statements skill enables AI agents to extract, parse, and analyze data from complex financial documents like 10-Ks, 10-Qs, and earnings reports. It handles various file formats including PDFs, HTML tables, and plain text to deliver structured insights on revenue, expenses, and liabilities.
When to use it
- Analyze quarterly earnings reports to identify trends in operating income or net profit margins.
- Extract specific line items such as "Total Assets" or "Cost of Revenue" from unstructured PDF filings.
- Compare financial metrics across multiple companies by processing their annual 10-K documents simultaneously.
- Validate reported figures against raw data tables to ensure accuracy in investment research.
Key capabilities
- Parses diverse file formats including PDF, HTML, and plain text.
- Extracts structured data from complex financial tables and layouts.
- Identifies key metrics like revenue, expenses, assets, and liabilities.
- Handles large document volumes efficiently for comparative analysis.
Example prompts
- "Extract the total revenue and net income figures from this 10-K filing."
- "Summarize the cash flow statement trends found in the attached quarterly report."
- "List all operating expenses categorized by department from this earnings call transcript."
Tips & gotchas
Ensure uploaded documents are high-quality scans or clear digital files to avoid parsing errors. The skill relies on accurate table structures, so verify results if the source document contains merged cells or unusual formatting.