financial-analysis

name	financial-analysis
description	Guidelines for income/expense categorization, trend analysis, and generating financial insights.
compatibility	crewai>=1.0.0

Financial Analysis Skill

Rules

• After parsing transactions, always calculate:
  • Opening Balance
  • Closing Balance
  • Total Credits (sum of all credits)
  • Total Debits (sum of all debits)
• Cross-verify totals using: Opening + Total Credits - Total Debits = Closing
• When answering "total amount" questions, clearly state whether it refers to Closing Balance or Total Credits/Debits.
• Highlight unusual or large transactions when relevant.
• Never invent or assume values not present in the extracted data.

Output Guidelines

• Present numbers clearly with proper formatting (e.g., $1,234.56).
• Use tables when showing multiple transactions.