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jackhua6

analyzing-financial-statements

by JackHua6 · GitHub ↗ · v1.0.0 · MIT-0
cross-platform ✓ Security Clean
161
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Install in OpenClaw
/install analyzing-financial-statements
Description
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
README (SKILL.md)

Financial Ratio Calculator Skill

This skill provides comprehensive financial ratio analysis for evaluating company performance, profitability, liquidity, and valuation.

Capabilities

Calculate and interpret:

  • Profitability Ratios: ROE, ROA, Gross Margin, Operating Margin, Net Margin
  • Liquidity Ratios: Current Ratio, Quick Ratio, Cash Ratio
  • Leverage Ratios: Debt-to-Equity, Interest Coverage, Debt Service Coverage
  • Efficiency Ratios: Asset Turnover, Inventory Turnover, Receivables Turnover
  • Valuation Ratios: P/E, P/B, P/S, EV/EBITDA, PEG
  • Per-Share Metrics: EPS, Book Value per Share, Dividend per Share

How to Use

  1. Input Data: Provide financial statement data (income statement, balance sheet, cash flow)
  2. Select Ratios: Specify which ratios to calculate or use "all" for comprehensive analysis
  3. Interpretation: The skill will calculate ratios and provide industry-standard interpretations

Input Format

Financial data can be provided as:

  • CSV with financial line items
  • JSON with structured financial statements
  • Text description of key financial figures
  • Excel files with financial statements

Output Format

Results include:

  • Calculated ratios with values
  • Industry benchmark comparisons (when available)
  • Trend analysis (if multiple periods provided)
  • Interpretation and insights
  • Excel report with formatted results

Example Usage

"Calculate key financial ratios for this company based on the attached financial statements"

"What's the P/E ratio if the stock price is $50 and annual earnings are $2.50 per share?"

"Analyze the liquidity position using the balance sheet data"

Scripts

  • calculate_ratios.py: Main calculation engine for all financial ratios
  • interpret_ratios.py: Provides interpretation and benchmarking

Best Practices

  1. Always validate data completeness before calculations
  2. Handle missing values appropriately (use industry averages or exclude)
  3. Consider industry context when interpreting ratios
  4. Include period comparisons for trend analysis
  5. Flag unusual or concerning ratios

Limitations

  • Requires accurate financial data
  • Industry benchmarks are general guidelines
  • Some ratios may not apply to all industries
  • Historical data doesn't guarantee future performance
Usage Guidance
This skill appears coherent and appropriate for calculating and interpreting financial ratios: it asks for financial data inputs only and does not require secrets or install steps. Before installing or using it, review the full, untruncated source files (the provided snippets were cut off) to confirm there are no hidden network calls, telemetry, or file-system operations. Test the skill in a safe environment with non-sensitive sample data, confirm it runs on your Python version, and if you will process real company or personal financial data, ensure you are comfortable with where outputs/reports are stored and who can access them.
Capability Analysis
Type: OpenClaw Skill Name: analyzing-financial-statements Version: 1.0.0 The skill bundle is a legitimate financial analysis tool designed to calculate and interpret financial ratios from provided data. The Python scripts (calculate_ratios.py and interpret_ratios.py) contain standard mathematical formulas for financial metrics and industry-specific benchmarks without any evidence of malicious behavior, data exfiltration, or unauthorized system access.
Capability Assessment
Purpose & Capability
Name/description (financial ratio analysis) align with the included files (calculate_ratios.py and interpret_ratios.py) and SKILL.md; required capabilities and outputs (ratios, interpretations, benchmarks, reports) are consistent with the implementation.
Instruction Scope
SKILL.md describes only data input (financial statements) and ratio calculations/interpretations. The instructions do not request unrelated files, environment variables, or external endpoints.
Install Mechanism
No install spec is provided (instruction-only / code included). Nothing is downloaded or written to system paths as part of an installer.
Credentials
The skill declares no required environment variables, credentials, or config paths. The code shown does not access environment variables or external services, so requested privileges are minimal and proportionate.
Persistence & Privilege
The skill is not marked always:true and does not request persistent system presence. It is user-invocable and can be called autonomously (platform default) which is expected for a utility skill.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install analyzing-financial-statements
  3. After installation, invoke the skill by name or use /analyzing-financial-statements
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial registration
Metadata
Slug analyzing-financial-statements
Version 1.0.0
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 1
Frequently Asked Questions

What is analyzing-financial-statements?

This skill calculates key financial ratios and metrics from financial statement data for investment analysis. It is an AI Agent Skill for Claude Code / OpenClaw, with 161 downloads so far.

How do I install analyzing-financial-statements?

Run "/install analyzing-financial-statements" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is analyzing-financial-statements free?

Yes, analyzing-financial-statements is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does analyzing-financial-statements support?

analyzing-financial-statements is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created analyzing-financial-statements?

It is built and maintained by JackHua6 (@jackhua6); the current version is v1.0.0.

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