analyzing-financial-statements

analyzing-financial-statements is a skill for Claude Code, Codex from anthropics/claude-cookbooks. It costs 23 tokens per session (506 once invoked), scanned A, original, MIT.

A financial-analysis tool that calculates ratios from company income statements, balance sheets, and cash-flow statements. These ratios help describe profitability, debt, liquidity, efficiency, and valuation.

In plain words
What is it for?
Use it with financial data in CSV, JSON, text, or spreadsheet form to calculate selected ratios or a broad set of company metrics.
Why use it?
It saves you from calculating common measures by hand and provides interpretations based on typical industry comparisons.

Skill for Claude CodeCodex ✓ vendor

Written for no agent in particular: nothing here depends on one. Also seen: positional $N argument.

Good fit Use it with financial data in CSV, JSON, text, or spreadsheet form to calculate selected ratios or a broad set of company metrics.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/anthropics/claude-cookbooks/analyzing-financial-statements
About the project

Claude Cookbooks is a collection of code examples and guides that show developers how to build applications with the Claude API. Users consult its notebooks and recipes to learn techniques such as classification and retrieval-augmented generation. The catalogue add-ons provide commands, skills, agents, hooks, settings, and instructions related to using these examples.

anthropics/claude-cookbooks · 52,594 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements
Clone the repo
git clone --depth 1 https://github.com/anthropics/claude-cookbooks

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for analyzing-financial-statements

README.md
[![agentmods](https://agentmods.dev/badge/skills/anthropics/claude-cookbooks/analyzing-financial-statements/github.svg)](https://agentmods.dev/skills/anthropics/claude-cookbooks/analyzing-financial-statements)
Your own site
<a href="https://agentmods.dev/skills/anthropics/claude-cookbooks/analyzing-financial-statements"><img src="https://agentmods.dev/badge/skills/anthropics/claude-cookbooks/analyzing-financial-statements/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for analyzing-financial-statements

Your own site · 80×15
<a href="https://agentmods.dev/skills/anthropics/claude-cookbooks/analyzing-financial-statements"><img src="https://agentmods.dev/badge/skills/anthropics/claude-cookbooks/analyzing-financial-statements.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 23 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 506 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Snyk pass 7 Sept 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00023 $0.00506
Opus 5 $0.00012 $0.00253
Sonnet 5 $0.00005 $0.00101
Haiku 4.5 $0.00002 $0.00051

Measured 11d ago against content hash 75b9aeac304a, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

analyzing-financial-statements scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

The scan reads SKILL.md. This mod also ships 2 executable files (calculate_ratios.py, interpret_ratios.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

7 near-identical copies found in the catalogue:

skills/custom_skills/analyzing-financial-statements/SKILL.md · 70 lines

How it starts

The opening of the file, as written. The whole thing — 70 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Ratio Calculator Skill

This skill provides comprehensive financial ratio analysis for evaluating company performance, profitability, liquidity, and valuation.

Capabilities

Calculate and interpret:

  • Profitability Ratios: ROE, ROA, Gross Margin, Operating Margin, Net Margin
  • Liquidity Ratios: Current Ratio, Quick Ratio, Cash Ratio
  • Leverage Ratios: Debt-to-Equity, Interest Coverage, Debt Service Coverage
  • Efficiency Ratios: Asset Turnover, Inventory Turnover, Receivables Turnover
  • Valuation Ratios: P/E, P/B, P/S, EV/EBITDA, PEG
  • Per-Share Metrics: EPS, Book Value per Share, Dividend per Share

How to Use

  1. Input Data: Provide financial statement data (income statement, balance sheet, cash flow)
  2. Select Ratios: Specify which ratios to calculate or use "all" for comprehensive analysis
  3. Interpretation: The skill will calculate ratios and provide industry-standard interpretations

Input Format

Financial data can be provided as:

  • CSV with financial line items
  • JSON with structured financial statements
  • Text description of key financial figures
  • Excel files with financial statements

Output Format

Results include:

  • Calculated ratios with values
  • Industry benchmark comparisons (when available)
  • Trend analysis (if multiple periods provided)
  • Interpretation and insights
  • Excel report with formatted results

Example Usage

"Calculate key financial ratios for this company based on the attached financial statements"

"What's the P/E ratio if the stock price is $50 and annual earnings are $2.50 per share?"

"Analyze the liquidity position using the balance sheet data"

Scripts

  • calculate_ratios.py: Main calculation engine for all financial ratios
  • interpret_ratios.py: Provides interpretation and benchmarking

Best Practices

  1. Always validate data completeness before calculations
  2. Handle missing values appropriately (use industry averages or exclude)
  3. Consider industry context when interpreting ratios
  4. Include period comparisons for trend analysis
  5. Flag unusual or concerning ratios

Read the full file on GitHub · 70 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 70 lines · 23 tokens per session scan A 75b9aeac304a

Subscribe to this mod's changes

analyzing-financial-statements is a skill published in the GitHub repository anthropics/claude-cookbooks (52,594 stars, last pushed 7d ago), licensed MIT. It adds 23 tokens to every session and 506 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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