financial-report-analyst

financial-report-analyst is a skill for Claude Code from yennanliu/InvestSkill. It costs 20 tokens per session (4,360 once invoked), scanned A, original, MIT.

A financial filing analysis skill for documents such as 10-K annual reports, 10-Q quarterly reports, earnings releases, proxy statements, and investor presentations. It extracts business, financial, and investment information from official company materials.

In plain words
What is it for?
It is for analyzing company reports, financial results, and investor materials, with current market data and source details checked before analysis.
Why use it?
It helps organize dense company disclosures and highlights information relevant to evaluating a business and its investment case.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the us-stock-analysis plugin — 27 skills shipped together

Good fit It is for analyzing company reports, financial results, and investor materials, with current market data and source details checked before analysis.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yennanliu/investskill/financial-report-analyst
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 yennanliu/InvestSkill --skill financial-report-analyst
Clone the repo
git clone --depth 1 https://github.com/yennanliu/InvestSkill

Made for: Claude Code.

Or install us-stock-analysis, the plugin that ships this one along with the rest of its 27 skills.

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 financial-report-analyst

README.md
[![agentmods](https://agentmods.dev/badge/skills/yennanliu/investskill/financial-report-analyst/github.svg)](https://agentmods.dev/skills/yennanliu/investskill/financial-report-analyst)
Your own site
<a href="https://agentmods.dev/skills/yennanliu/investskill/financial-report-analyst"><img src="https://agentmods.dev/badge/skills/yennanliu/investskill/financial-report-analyst/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 financial-report-analyst

Your own site · 80×15
<a href="https://agentmods.dev/skills/yennanliu/investskill/financial-report-analyst"><img src="https://agentmods.dev/badge/skills/yennanliu/investskill/financial-report-analyst.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 20 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,360 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
  • 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 $0.00020 $0.04360
Opus 5 $0.00010 $0.02180
Sonnet 5 $0.00004 $0.00872
Haiku 4.5 $0.00002 $0.00436

Measured 10d ago against content hash 1f65fef25bae, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

financial-report-analyst 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 10d 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.

plugins/us-stock-analysis/skills/financial-report-analyst/SKILL.md · 513 lines

How it starts

The opening of the file, as written. The whole thing — 513 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Report Analyst

⚠️ Data Verification — Do This Before Any Analysis

Before running any analysis, always retrieve the latest market data for the ticker:

  1. Fetch current price — use web search or ask the user for the live price, 52-week range, and market cap. Never assume a price from training data.
  2. Confirm key figures — recent earnings, revenue, key ratios (P/E, P/S, etc.) as applicable to this skill.
  3. State your data source — note where the numbers came from (e.g., "Google Finance, June 19 2026") at the top of the output.
  4. Flag stale data explicitly — if live data is unavailable, display this warning before proceeding:

⚠️ Live data unavailable. The following analysis uses training-data estimates which may be significantly out of date. Verify all prices and metrics before making any decisions.

Never silently substitute training-data estimates for current prices. When in doubt, ask the user to paste the latest quote.


Extract deep investment insights from official company financial filings and reports — 10-K annual reports, 10-Q quarterly reports, earnings press releases, proxy statements (DEF 14A), and investor presentations. Combines quantitative financial analysis with qualitative assessment of management tone, strategy, and risk disclosure.

Overview

Official filings are the primary source of truth for company analysis. Unlike financial data terminals (which aggregate selected metrics), the actual 10-K and 10-Q contain management's own words, full footnote disclosures, legal risk factors, and accounting policy choices that are invisible in summary data feeds. This skill teaches you to read between the lines of official documents and convert dense regulatory language into actionable investment insights.


How to Use

Provide the report in one of these ways:

# Paste report text directly
/financial-report-analyst [paste 10-K or 10-Q sections]

# Reference a specific ticker for the most recent filing
/financial-report-analyst AAPL 10-K

# Analyze a specific section
/financial-report-analyst MSFT 10-Q --section risk-factors

# Full deep-dive analysis
/financial-report-analyst NVDA 10-K --full

# Comparative: compare current vs prior period filing
/financial-report-analyst GOOGL --compare-prior

Read the full file on GitHub · 513 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. 10d ago First seen · 513 lines · 20 tokens per session scan A 1f65fef25bae

Subscribe to this mod's changes

financial-report-analyst is a skill published in the GitHub repository yennanliu/InvestSkill (205 stars, last pushed yesterday), licensed MIT. It adds 20 tokens to every session and 4,360 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.