stock-analyst

Analyze balance sheets to assess company financial health, liquidity, and solvency. Use when evaluating assets, liabilities, shareholders' equity, debt levels, working capital, or financial position. Triggers on balance sheet analysis, liquidity assessment, solvency evaluation, debt analysis, ROA/ROE calculation, current ratio, debt-to-equity, or financial position review.

Specialized skill for analyzing company Cash Flow Statements (Statement of Cash Flows). Use when evaluating a company's cash generation (Operating Activities), capital allocation (Investing Activities), and financing health (Financing Activities). Triggers on requests involving "Cash Flow Statement", "Operating Cash Flow", "Free Cash Flow", "CapEx analysis", "Share Buybacks", "Dividend coverage", or "Cash conversion".

Create professional financial charts and visualizations using Python/Plotly. Use when building Sankey diagrams (income statement flows, revenue breakdowns), waterfall charts (profit walkdowns, revenue bridges), bar charts (margin comparisons, segment breakdowns), or line charts (trend analysis, multi-company comparisons). Triggers on chart creation requests, financial visualization needs, or data presentation tasks.

Analyze income statements (P&L statements) to assess company financial performance. Use when evaluating revenue quality, margins (gross, operating, net), expense structure, profitability trends, or comparing financial performance against competitors. Triggers on income statement analysis, P&L review, margin analysis, revenue analysis, expense breakdown, or financial statement evaluation.