| name | financial-analysis |
| description | Analyze financial statements from PDF documents. Use when asked to prepare a financial analysis, review financial statements, analyze balance sheets, income statements, or cash flow statements. Triggers include: any mention of 'financial analysis', 'financial statements', 'balance sheet', 'income statement', 'cash flow', 'financial review', 'annual report analysis', or requests to analyze PDF documents containing financial data. |
| tags | ["auto-generated"] |
| version | 0.1.0 |
Skill: financial-analysis
When to Use
Use this skill when the user asks to analyze or review financial statements, typically provided as a PDF file.
Example triggers:
- "Prepare a financial analysis of this PDF"
- "Analyze the financial statements in this document"
- "Review the balance sheet and income statement"
- "Summarize the annual report"
- "What are the key financial ratios from this report?"
Procedure
- Identify the source PDF document from the user's request.
- Extract text content from the PDF using available tools (e.g., bash with
pdftotext, or read the file directly).
- Parse and identify the key financial statements: balance sheet, income statement, cash flow statement, and notes.
- Perform year-over-year comparisons where multiple periods are available.
- Calculate key financial ratios and metrics (liquidity, profitability, leverage, efficiency).
- Identify strengths, challenges, and strategic opportunities.
- Generate output documents in multiple formats (markdown, HTML, and/or summary text) in the same directory as the source file.
- Provide an executive summary highlighting the most important findings and recommendations.
Example
An example of a request that uses this skill:
Prepare a financial analysis of a PDF file
Last Result (truncated)
## Task Completed Successfully!
Prepared a comprehensive financial analysis of financial statements. Deliverables included:
1. **README_Analysis_Summary.txt** - Overview, quick start guide, executive summary with key findings
2. **Financial_Analysis.md** - Complete comprehensive analysis in markdown format with year-over-year comparisons, financial ratios and metrics, strengths/challenges/opportunities, strategic recommendations
3. **Financial_Analysis.html** - Same content formatted for browser viewing
