analyzing-financial-statements

A financial-analysis skill that calculates ratios from income statements, balance sheets, cash-flow statements, or similar financial data.

In plain words
What is it for?
Use it to calculate and interpret ratios such as ROE, current ratio, debt-to-equity, P/E, and EPS from CSV, JSON, text, or Excel data.
Why use it?
It turns raw company figures into measures of profitability, liquidity, debt, efficiency, valuation, and per-share performance.

Skill for Claude CodeCodex

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.

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

Made for: Claude Code, Codex.

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. Scan, not verified.
Origin 100% copy Near-identical to another mod 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 $0.00023 $0.00506
Opus 5 $0.00012 $0.00253
Sonnet 5 $0.00005 $0.00101
Haiku 4.5 $0.00002 $0.00051

Measured 3d ago against content hash 75b9aeac304a, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, 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 3d ago.

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

This is a copy

100% identical to analyzing-financial-statements — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

content/github/claude-cookbooks/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

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. 3d 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 thevibeworks/claude-code-docs (38 stars, last pushed 3d 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. It is 100% identical to analyzing-financial-statements, differing in 0 lines, and is treated as a copy.

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