analyze-financials

name

analyze-financials

description

Fetch financial statements from SEC 10-K filings and Yahoo Finance for a BusMgmtBenchmarks retail company, compare all sources side by side, detect anomalies (especially SGA composite line items, restatements, and balance sheet mismatches), and produce reconciled values ready for the Dolt database. Use when validating or adding financial data for any company tracked in the BusMgmtBenchmarks project. Triggered by commands like "/analyze-financials TICKER YEAR" or requests to fetch, check, or validate financials for a company in the project.

analyze-financials

Fetch, compare, and reconcile financial data for a BusMgmtBenchmarks retail company across multiple sources, then produce DB-ready reconciled values.

Inputs

/analyze-financials TICKER YEAR

• TICKER — stock ticker (e.g. TRR, WMT, M)
• YEAR — fiscal year (e.g. 2024)

Step 1 — Look up company metadata

Query the Dolt database to get company metadata by ticker symbol:

SELECT company, CIK, display_name, ticker_symbol
FROM company_info
WHERE ticker_symbol = '{TICKER}'

Use db_string: calvinw/BusMgmtBenchmarks/main.

From the result, use:

• company — the exact company_name as stored in the DB (needed for financials query)
• CIK — needed for the SEC fetch
• display_name — for display in the report header

If no row is returned, ask the user to confirm the ticker. If CIK is NULL, the company has no SEC filing (non-US company) — skip the SEC fetch and use Yahoo only.

Step 2 — Fetch all sources in parallel

Run these three fetches simultaneously:

Source	Tool
SEC 10-K	mcp__mcp-sec-10ks__process_financial_data_from_sec(company_name, YEAR, cik)
Yahoo Finance	mcp__mcp-yfinance-10ks__process_financial_data_from_yahoo(company_name, ticker)
Dolt DB (existing row)	mcp__claude_ai_Dolt_Database_MCP__read_query → SELECT * FROM financials WHERE company_name = '...' AND year = YEAR on calvinw/BusMgmtBenchmarks/main

Step 3 — Extract the 13 standard fields

All values in thousands of dollars. Extract from each source:

Field	Notes
Net Revenue
Cost of Goods	Positive value
Gross Margin	Revenue − COGS
SGA	Most error-prone — see anomaly rules
Operating Profit	Can be negative
Net Profit	Can be negative
Inventory	NULL for pure marketplace companies
Current Assets
Total Assets
Current Liabilities
Liabilities	Total Assets − Total SE
Total Shareholder Equity	Can be negative
Total Liabilities and Shareholder Equity	Must equal Total Assets

Also extract reportDate (fiscal year-end date, e.g. 2024-12-31).

Step 4 — Run anomaly detection

Read references/anomaly-rules.md now. Apply all rules. Read references/company-notes.md and check for any entry matching this company.

Flag every issue as [WARNING] (investigate) or [ERROR] (must resolve before inserting).

Step 5 — Side-by-side comparison table

Present a table with columns: SEC | Yahoo | Dolt (current) | Recommended. Mark cells where sources disagree with *.

Step 6 — Reconciled recommendation

For each field state:

• Recommended value and which source it comes from
• Any adjustment made (especially SGA composite construction)
• Whether the current Dolt value differs and would be overwritten

Step 7 — Signal readiness

End with:

Analysis complete. Run /insert-financials {TICKER} {YEAR} to write these values to the database.

List any unresolved flags for the user to review before inserting.

Step 8 — Save report to file

After displaying the full analysis to the user, write the complete report as a markdown file:

Path: reports/{TICKER}-{YEAR}.md

The report file must contain:

# {Company Name} ({TICKER}) — FY{YEAR} Financial Analysis

**Generated:** {today's date}
**Source:** /analyze-financials skill

---

Followed by all content from Steps 4–7 in full: anomaly detection table, side-by-side comparison table, reconciled recommendation, and the readiness signal (including any unresolved flags).

After writing the markdown file, tell the user:

Report saved to skills/reports/{TICKER}-{YEAR}.md. To generate a styled HTML version for sharing, run: bash skills/reports/generate-html-report.sh {TICKER} {YEAR} After committing and pushing the HTML, it will be published at: https://calvinw.github.io/BusMgmtBenchmarks/reports/{TICKER}-{YEAR}.html

References

• references/anomaly-rules.md — SGA composite rules, balance sheet checks, gross margin benchmarks, restatement logic. Read in Step 4.
• references/company-notes.md — Per-company quirks. Check in Step 4 for the company being analyzed.