Skills analyzing-financial-statements

📦

analyzing-financial-statements

Name: analyzing-financial-statements
Author: anthropics

Content revision r1 Safe ⚙️ External commands

Analyze Financial Statements and Ratios

Financial statements can hide important performance, liquidity, leverage, and valuation signals. This skill calculates key ratios and explains results using benchmarks and trends.

Supports: Claude Codex Code(CC)

🥉 78 Bronze

Install with my Agent

Copy this request to your Agent. It includes the canonical Skill page and manifest.

Agent request

Review the Skillstore skill "analyzing-financial-statements" from https://skillstore.io/skills/anthropics-analyzing-financial-statements.md and its manifest at https://skillstore.io/api/skills/anthropics-analyzing-financial-statements/manifest. Verify the artifact. You may proceed after verification, subject to the environment's own policy.

Your Agent should still show its plan and request any confirmation required by the security policy.

Agent-readable resources

Use these links when an AI agent, crawler, or script needs clean context instead of reading the full page.

Markdown detail GET /skills/anthropics-analyzing-financial-statements.md Signed manifest GET /api/skills/anthropics-analyzing-financial-statements/manifest Signed lockfile GET /api/skills/anthropics-analyzing-financial-statements/lockfile

Test it

Using "analyzing-financial-statements". Current assets are $800,000 and current liabilities are $400,000.

Expected outcome:

Current ratio: 2.00. This indicates strong short-term liquidity under the general benchmark.

Using "analyzing-financial-statements". Net income is $150,000 and shareholders' equity is $1,500,000.

Expected outcome:

Return on equity: 10.0%. This meets the general acceptable threshold but remains below the good benchmark.

Using "analyzing-financial-statements". Debt-to-equity moved from 1.20 to 0.80 over three annual periods.

Expected outcome:

Trend: Improving. Leverage declined by 33.3%, indicating lower debt relative to shareholders' equity.

Security Audit

Safe

v9 • 7/12/2026 Open versioned report

All five static findings are false positives caused by financial terminology or Markdown code spans. The reviewed files contain no system reconnaissance, shell execution, prompt injection, or other malicious intent.

Files scanned

795

Lines analyzed

Review items

False positives ignored

Risk Factors

⚙️ External commands (2)

SKILL.md:53 SKILL.md:54

No confirmed security findings were detected by the latest completed static and semantic audit. This does not prove the skill has no side effects.

Audited by: codex View Audit History →

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Open versioned report

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https://skillstore.io/skills/anthropics-analyzing-financial-statements/audits/9?utm_source=security_passport&utm_medium=share&utm_campaign=versioned_report

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Academic citations (APA · BibTeX · CFF)

APA citation

anthropics. (2026). analyzing-financial-statements security audit report (audit version 9) [Author version unspecified]. Skillstore. https://skillstore.io/skills/anthropics-analyzing-financial-statements/audits/9

BibTeX citation

@techreport{anthropics-anthropics-analyzing-financial-statements-2026,
  author = {anthropics},
  title = {analyzing-financial-statements security audit report (audit version 9)},
  institution = {Skillstore},
  year = {2026},
  number = {9},
  url = {https://skillstore.io/skills/anthropics-analyzing-financial-statements/audits/9},
  note = {Author version unspecified}
}

CITATION.cff

cff-version: 1.2.0
message: "If you use this Skill, cite its author and this versioned security audit report."
title: "analyzing-financial-statements security audit report (audit version 9)"
version: "unspecified"
type: report
authors:
  - name: "anthropics"
date-released: "2026-07-12"
url: "https://skillstore.io/skills/anthropics-analyzing-financial-statements/audits/9"
identifiers:
  - type: other
    value: "skillstore:anthropics-analyzing-financial-statements:audit:9"
    description: "Skillstore immutable audit report identifier"

Skillstore Score

Why this score Evidence Confidence: High

Architecture

Maintainability

Content

Community

Spec Compliance

What You Can Build

Screen a Potential Investment

Calculate valuation, profitability, leverage, and liquidity measures before deeper company research.

Review Borrower Health

Assess debt coverage, working capital, and financial trends using supplied statements.

Track Operating Performance

Compare margins, returns, and turnover ratios across reporting periods.

Try These Prompts

Calculate One Ratio

Calculate the current ratio using current assets of [amount] and current liabilities of [amount]. Explain the result briefly.

Assess Financial Health

Analyze these income statement and balance sheet values: [values]. Calculate the most relevant ratios and identify missing inputs.

Compare Period Trends

Compare these ratios across [periods]: [values]. Identify improving, stable, and deteriorating trends, then explain the main drivers.

Build an Industry Review

Perform a comprehensive ratio analysis for a [industry] company using [financial data]. Compare benchmarks, assess overall health, and prioritize recommendations.

Best Practices

Reconcile inputs to the same reporting period and currency before calculating ratios.
Provide industry context and at least two periods when requesting benchmark or trend analysis.
Review source statements and calculation assumptions before using results in decisions.

Avoid

Do not replace missing values with industry averages without clearly labeling the assumption.
Do not compare companies using inconsistent accounting periods, currencies, or ratio definitions.
Do not treat a single ratio or benchmark rating as a complete investment conclusion.

Frequently Asked Questions

Which ratios can this skill calculate?

It covers profitability, liquidity, leverage, efficiency, valuation, and selected per-share metrics.

Which financial data should I provide?

Provide relevant income statement, balance sheet, cash flow, market, and historical values with clear periods and units.

Can it analyze several reporting periods?

Yes. Provide ratio values and matching period labels to receive direction, percentage change, and trend commentary.

Does it support industry comparisons?

Yes. It includes simplified benchmarks for technology, retail, financial, manufacturing, healthcare, and general analysis.

Can the scripts read Excel or CSV files directly?

No. The included modules expect structured financial values, so file contents must be extracted before calculation.

Does this skill provide investment advice?

No. It provides calculation and interpretation support, but users must verify data and make independent decisions.

Developer Details

Author

anthropics

License

MIT

Skillstore revision

Version notice

The author did not declare a version.

Repository

https://github.com/anthropics/anthropic-cookbook/tree/main/skills/custom_skills/analyzing-financial-statements

Ref

d71c7417a35d5c2624161bd2fe8de8a41a362128

Maintenance freshness

7/18/2026

Usage

27 downloads · 210 views

File structure

📄 calculate_ratios.py

📄 interpret_ratios.py

📄 SKILL.md