financial-analysis

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更新日2026年6月27日 11:42

Guidelines for income/expense categorization, trend analysis, and generating financial insights.

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johnsonhk88

johnsonhk88/AI-Bank-Statement-Document-Automation-By-LLM-And-Personal-Finanical-Analysis-Prediction

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Financial Analysis Skill

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.

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

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.