analyzing-financial-statements

anthropics/claude-cookbooks · Agent Skill

Calculates key financial ratios and metrics from financial statement data for investment analysis.

Overview

Publisher	anthropicsOrganization
Repository	anthropics/claude-cookbooks ↗
Skill folder	`analyzing-financial-statements`
Stars	52,543
Bundled files	1
License	MIT
Last updated	November 27, 2025
Links	Skill source ↗ · Repository ↗

Mozgi check

What we found in the skill files. Details come with a subscription.

Security

low risk · no obvious risks found — the full report shows the details

Compatibility

instructions only — works with most agents

Similar skills

28 similar skills found

Also with subscription

Installation

A skill is a folder with a SKILL.md file. Pick your agent and run the commands in a terminal (macOS, Linux or Git Bash on Windows) from your project root.

Copy the prompt into Claude, Codex or another assistant: it will review the skill and install it for you.

Install the “analyzing-financial-statements” skill from mozgi.io (https://mozgi.io/skills/analyzing-financial-statements/) for me.

1. Download the archive: https://mozgi.io/skills/analyzing-financial-statements/download
   If it fails, take the skill folder from the source: https://github.com/anthropics/claude-cookbooks/tree/main/skills/custom_skills/analyzing-financial-statements
2. Read SKILL.md and the other files. Check the skill is safe: no hidden commands, no sending data elsewhere, no scripts doing something other than described. If anything looks suspicious, stop and tell me.
3. Put the “analyzing-financial-statements” folder into your agent's skills folder: .claude/skills/ for Claude Code, .agents/skills/ for Codex, .cursor/skills/ for Cursor, .gemini/skills/ for Gemini CLI. Inside the project if we are in one, otherwise in the home folder (~/.claude/skills/ etc.).
4. Make sure <skills folder>/analyzing-financial-statements/SKILL.md exists.
5. Briefly tell me what this skill does and offer to try it on my task.

If you cannot do a step yourself, tell me what to click or type.

git clone --depth 1 --branch main https://github.com/anthropics/claude-cookbooks.git /tmp/claude-cookbooks
mkdir -p .claude/skills
cp -r /tmp/claude-cookbooks/skills/custom_skills/analyzing-financial-statements .claude/skills/analyzing-financial-statements

Restart Claude Code — the skill appears in the list; call it manually with /analyzing-financial-statements. For all projects use ~/.claude/skills.

git clone --depth 1 --branch main https://github.com/anthropics/claude-cookbooks.git /tmp/claude-cookbooks
mkdir -p .agents/skills
cp -r /tmp/claude-cookbooks/skills/custom_skills/analyzing-financial-statements .agents/skills/analyzing-financial-statements

Codex looks for skills in .agents/skills from the current folder up to the repo root; call one with /skills or $analyzing-financial-statements. For all projects use ~/.agents/skills.

git clone --depth 1 --branch main https://github.com/anthropics/claude-cookbooks.git /tmp/claude-cookbooks
mkdir -p .cursor/skills
cp -r /tmp/claude-cookbooks/skills/custom_skills/analyzing-financial-statements .cursor/skills/analyzing-financial-statements

Cursor picks the skill up on start; call it with “/” in Agent chat. Cursor also reads .claude/skills and .agents/skills. For all projects use ~/.cursor/skills.

git clone --depth 1 --branch main https://github.com/anthropics/claude-cookbooks.git /tmp/claude-cookbooks
mkdir -p .gemini/skills
cp -r /tmp/claude-cookbooks/skills/custom_skills/analyzing-financial-statements .gemini/skills/analyzing-financial-statements

Gemini CLI offers to activate the skill when a task matches — you approve it. For all projects use ~/.gemini/skills.

Review the source files

1 file Download Zip

Read SKILL.md and any companion files before deciding whether to install. Click a file to preview it.

SKILL.md contents

Original author text · read-only

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

Frequently asked questions

What does the analyzing-financial-statements skill do?

Calculates key financial ratios and metrics from financial statement data for investment analysis.

How do I install analyzing-financial-statements?

Open the “Installation” block on this page and pick your agent — Claude Code, Codex, Cursor or Gemini CLI — for ready-made commands that copy the skill folder to the right place. Or copy the prompt from the “Via assistant” tab and let the assistant review and install the skill.

Which AI models work with analyzing-financial-statements?

Skills are plain Markdown instructions (the Agent Skills format), so analyzing-financial-statements works with any agent that reads SKILL.md: Claude Code, Codex, Cursor, Gemini CLI, GitHub Copilot, OpenCode and more. The model loads the instructions only when a task matches the skill's description.

Is analyzing-financial-statements free?

The skill is published openly by anthropics under the MIT license. The skill itself costs nothing — you only pay your AI provider for the tokens you use.

Is it safe to install skills?

A skill is a set of instructions your agent will follow, so read SKILL.md and its companion files before installing. Scripts in the skill folder only run if your agent runs them — keep an eye on what it does and do not grant unnecessary permissions.

How is a skill different from an MCP server or a plugin?

An MCP server or plugin gives the model new tools — code that runs and returns a result. A skill gives it knowledge and process: how to approach a task, which steps to follow and what good output looks like. It needs no server or API key.

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