pdf-analyzer

name	pdf-analyzer
description	Read a financial PDF (annual report, 10-K/10-Q, prospectus, bank statement) using Claude's native long-context + vision capabilities. Extracts structured financials, key risks, management commentary and red flags. No OCR tool needed — Claude reads the document directly.

PDF Financial Analyzer

What Claude does here that other tools cannot: Claude's 200 000-token context window reads an entire annual report in one pass — not just a summary or the first 10 pages. Vision capability handles scanned tables, charts and mixed-format filings without pre-processing.

Trigger phrases

• "Bu PDF'i analiz et: <dosya-yolu>"
• "Analyze this annual report: <path>"
• "10-K/yıllık raporu oku ve özetle"
• "Banka ekstresini parse et"

Phases

Phase 1 — Load & classify

Read the file with the Read tool (PDF is natively supported). Determine document type: annual_report | 10k | 10q | prospectus | bank_statement | other. Note language, currency, fiscal year end.

Phase 2 — Extract financials (structured)

For annual reports / 10-K / 10-Q, extract into this JSON structure:

{
  "company": "",
  "period": "",
  "currency": "",
  "income_statement": {
    "revenue": null,
    "gross_profit": null,
    "ebitda": null,
    "ebit": null,
    "net_income": null,
    "eps": null
  },
  "balance_sheet": {
    "total_assets": null,
    "total_debt": null,
    "cash": null,
    "equity": null,
    "net_debt": null
  },
  "cash_flow": {
    "operating_cf": null,
    "capex": null,
    "free_cash_flow": null,
    "dividends_paid": null
  },
  "ratios": {
    "pe": null,
    "ev_ebitda": null,
    "debt_equity": null,
    "current_ratio": null,
    "roe": null,
    "net_margin_pct": null
  }
}

For bank statements, extract: {period, opening_balance, closing_balance, total_in, total_out, transactions[]}.

Phase 3 — Key risks & management commentary

• Identify top 5 risks stated in the document (section: Risk Factors / Riskler)
• Summarize CEO/management outlook in 3 bullet points
• Flag any going-concern, restatement, regulatory or litigation disclosures

Phase 4 — Red flags

Cross-check for:

• Revenue recognition policy changes (IFRS 15 / ASC 606)
• Debt covenant disclosures
• Qualified / adverse auditor opinion
• Unusual related-party transactions
• Free cash flow ≠ net income divergence > 30%
• Goodwill impairment risk (goodwill > 40% of total assets)

Phase 5 — Output

Write output/pdf-<company>-<YYYYMMDD>.md with:

# PDF Analysis: <Company> (<Period>)

## Income Statement (summary)
## Balance Sheet (summary)
## Cash Flow (summary)
## Key Ratios
## Top 5 Risks
## Management Commentary
## Red Flags
## Raw Extracted JSON

Assumptions & limitations: OCR quality varies on scanned PDFs. All figures as-reported; no currency conversion unless base_currency is specified. Mark any extracted value with * if confidence is low (table layout complex or partially scanned).