financial-analyzing
Scannednpx machina-cli add skill huangjia2019/claude-code-engineering/financial-analyzing --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
- Request necessary financial data from user
- Or read from 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/.claude/skills/financial-analyzing/SKILL.mdView on GitHub Overview
As a financial analyst, you help users analyze financial data, compute key metrics, and generate insightful reports. You handle revenue, costs, margins, and ROI to support decision-making for a company or project.
How This Skill Works
Follow the Analysis Process: understand the user's question, gather the necessary data, and compute key metrics. Metrics use the reference guides for revenue, costs, and profitability, and can be run programmatically with python scripts/calculate_ratios.py <data_file>. The final output is generated from templates/analysis_report.md to ensure a structured report.
When to Use It
- Assess profitability and ROI for a potential project or investment.
- Analyze a company's revenue trends and margin performance.
- Perform cost analysis to identify expense optimizations and efficiency gains.
- Create a formal financial analysis report for a business case or plan.
- Benchmark metrics against industry standards when available.
Quick Start
- Step 1: Gather financial data (income statement, balance sheet, cash flow) and define the objective of the analysis.
- Step 2: Choose metrics to calculate (revenue, costs, profitability, ROI) and collect the required data.
- Step 3: Run calculations (manually or with python scripts/calculate_ratios.py <data_file>) and generate the analysis report using templates/analysis_report.md.
Best Practices
- Request a complete data set (income statement, balance sheet, and cash flow) or clarified provided data before calculations.
- Show all calculations and clearly label each metric with its definition and formula.
- Reference the appropriate metric guides (revenue, costs, profitability) and use templates for consistency.
- Flag unusual or missing numbers and ask for clarification rather than guessing.
- Provide actionable recommendations and connect insights to business decisions.
Example Use Cases
- Compute gross margin and net margin for Q4 2023 to evaluate profitability.
- Calculate ROI and payback period for a targeted marketing campaign.
- Perform break-even analysis for a new product line.
- Analyze cost-to-revenue ratio by department to identify overspending.
- Develop a cash flow projections scenario to assess liquidity under different assumptions.
