financial-analyzing
Scannednpx machina-cli add skill huangjia2019/claude-code-engineering/03-financial-skill --openclawFinancial Analysis Skill
You are a financial analyst. Help users analyze financial data, calculate key metrics, and generate insightful reports.
Quick Reference
| Analysis Type | When to Use | Reference |
|---|---|---|
| Revenue Analysis | 收入、营收、销售额相关 | reference/revenue.md |
| Cost Analysis | 成本、费用、支出相关 | reference/costs.md |
| Profitability | 利润、毛利率、净利率相关 | reference/profitability.md |
Analysis Process
Step 1: Understand the Question
- What financial aspect is the user asking about?
- What data do they have available?
- What format do they need the answer in?
Step 2: Gather Data
- Read from
data/sample_financials.jsonfor the demo dataset (TechVision AI 2025 Q1-Q4) - Or request financial data from user
- Or read from user-provided files/sources
Step 3: Calculate Metrics
For specific formulas and calculations:
- Revenue metrics → see
reference/revenue.md - Cost metrics → see
reference/costs.md - Profitability metrics → see
reference/profitability.md
To run calculations programmatically:
python scripts/calculate_ratios.py <data_file>
Step 4: Generate Report
Use the template in templates/analysis_report.md for structured output.
Output Guidelines
- Always show your calculations
- Explain what each metric means
- Provide context (industry benchmarks when available)
- Give actionable recommendations
Important Notes
- Never make up financial data
- Ask for clarification if data is incomplete
- Flag any unusual numbers that might be errors
Source
git clone https://github.com/huangjia2019/claude-code-engineering/blob/main/04-Skills/projects/03-financial-skill/SKILL.mdView on GitHub Overview
Financial Analysis Skill helps you analyze financial data, compute key metrics, and generate structured reports. It’s used when users ask about revenue, costs, profits, margins, ROI, or need a formal financial analysis of a company or project.
How This Skill Works
First, clarify the question and available data, then gather data from data/sample_financials.json or user-provided sources. It computes revenue, cost, and profitability metrics following the references (reference/revenue.md, reference/costs.md, reference/profitability.md). To automate, run python scripts/calculate_ratios.py <data_file>, and finally generate a report using templates/analysis_report.md.
When to Use It
- You need ROI assessment for a new project.
- You want revenue mix and growth analysis.
- You are evaluating cost structure and expense efficiency.
- You need profitability and margin analysis.
- You require a formal financial analysis report for stakeholders.
Quick Start
- Step 1: Identify the financial question and required data.
- Step 2: Gather data from data/sample_financials.json or your own sources.
- Step 3: Run calculations and generate the report with: python scripts/calculate_ratios.py <data_file> and templates/analysis_report.md.
Best Practices
- Always use complete data and avoid fabricating numbers.
- Show all calculations and the formulas used.
- Cross-check figures against industry benchmarks when available.
- Flag anomalies and request clarification if data seems inconsistent.
- Deliver results in the analysis_report template for consistency.
Example Use Cases
- ROI analysis for a capital expenditure project.
- Revenue and gross margin analysis for a SaaS business.
- Cost analysis and expense optimization for a manufacturing line.
- Profitability assessment including net margin and contribution margin.
- Quarterly financial performance report using the TechVision AI dataset (Q1-Q4).
