Can it help with trend analysis?

Absolutely. If you provide financial data for multiple years or quarters, the skill will perform a trend analysis to show performance changes over time.

What financial statements do I need to provide?

For a comprehensive analysis, it is recommended to provide the Income Statement, Balance Sheet, and Cash Flow Statement, though specific ratios can be calculated with partial data.

Are the interpretations specific to my industry?

The skill provides general industry-standard interpretations; however, users should consider specific sector context as benchmarks can vary between industries.

Does this skill support Excel files?

Yes, the skill can process financial data from Excel files, CSVs, JSON structures, and even plain text descriptions.

Can I export the results?

Yes, the skill can generate a formatted Excel report containing all calculated ratios and insights for your records.

Financial Statement & Ratio Analyzer

Name: Financial Statement & Ratio Analyzer
Author: Microck

byMicrock

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Data Science & ML

Calculates and interprets key financial ratios from corporate statements to streamline investment analysis and performance benchmarking.

About

The Financial Statement & Ratio Analyzer is a specialized skill designed to transform raw financial data into actionable investment insights within the Claude environment. By processing income statements, balance sheets, and cash flow data, the skill automatically calculates critical metrics across profitability, liquidity, leverage, efficiency, and valuation categories. It supports various input formats, including Excel and JSON, providing not only the raw calculations but also industry-standard interpretations and trend analysis to help users evaluate company health and market positioning rapidly.

Key Features

Support for multiple data formats including CSV, JSON, Excel, and raw text
Professional Excel report generation for formatted data export
Multi-period trend analysis for longitudinal performance tracking
Comprehensive ratio calculation including ROE, P/E, Debt-to-Equity, and Current Ratio
81 GitHub stars
Automated industry-standard interpretation and benchmarking of results

Use Cases

Benchmarking corporate financial performance against industry standards
Assessing business liquidity and solvency for credit or risk management
Conducting fundamental investment analysis on public or private companies

About

Key Features

Support for multiple data formats including CSV, JSON, Excel, and raw text
Professional Excel report generation for formatted data export
Multi-period trend analysis for longitudinal performance tracking
Comprehensive ratio calculation including ROE, P/E, Debt-to-Equity, and Current Ratio
81 GitHub stars
Automated industry-standard interpretation and benchmarking of results

Use Cases

Benchmarking corporate financial performance against industry standards
Assessing business liquidity and solvency for credit or risk management
Conducting fundamental investment analysis on public or private companies