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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.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| 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. |
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.
<dosya-yolu>"<path>"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.
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[]}.
Cross-check for:
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).
Discounted Cash Flow valuation with step-by-step auditable reasoning. Claude reasons through revenue projections, EBITDA margins, CapEx, working capital, WACC components, and terminal value — writing every assumption, its justification, and the sensitivity analysis into the visible output. The written reasoning is the deliverable: every assumption is auditable.
Macro stress-test: simulate how a portfolio reacts to central bank rate changes, inflation shocks, currency devaluations or commodity price shifts. Claude builds the sensitivity model from the portfolio's own data — no hardcoded assumptions. Step-by-step impact reasoning is written into the output so it stays auditable.
FinOps agent template orkestratörü — intake → canlı veri → subagent'lar → net-değer + senaryo raporu
Portföy veya tek varlık için senaryo & projeksiyon modeli kurar — FX yolu, fiyat senaryoları (bear/base/bull), katkı planı, yıl-sonu/çok-yıllık projeksiyon. "senaryo kur", "projeksiyon yap", "TL zayıflarsa", "çocuk fonu 17 yıl" dendiğinde tetiklenir.
Chart vision analysis. Given a screenshot or image of a financial chart, Claude reads it using native vision capabilities — no OCR, no pre-processing. Identifies trend, key levels (support/resistance), candlestick patterns, technical indicators visible in the chart, and provides a bias (bullish/bearish/neutral).
Bond and credit analysis. Prices bonds, computes yield to maturity, duration, convexity, and spread-to-benchmark. Analyzes credit quality, covenant risk, and refinancing risk. Compares corporate bonds vs sovereign alternatives. Works for Turkish Eurobonds, BIST bonds, US Treasuries, and corporate bonds.