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Financial Analysis

Guides the agent through structured company valuation, ratio analysis and sensitivity testing

Source Download skill
Repository
kyegomez/swarms
Stars
7,341
Licence
Apache-2.0
Files
1 file

What it does

This skill gives an AI agent a step-by-step method for evaluating a company's finances. Once installed, the agent gathers financial statements, checks the data, calculates common ratios (profitability, liquidity, leverage, efficiency), builds valuation models such as DCF and comparable company analysis, and tests how sensitive the results are to different assumptions. It asks the agent to state its assumptions, use conservative estimates when unsure, and include caveats and risks in its output. The file is only written instructions; it contains no code or data of its own.

Great for

  • Analysts or students who want a structured checklist for valuing a public company
  • Investors reviewing a startup's unit economics and runway as a first-pass screen
  • Anyone preparing an M&A or investment memo who wants consistent methodology

Skip it if

  • Making actual investment decisions without a qualified professional, because the output is generated by an AI from whatever data it can access and may contain errors or outdated figures
  • Regulated advice or formal audits, since the skill does not verify sources or meet professional standards

Try asking

  • “Analyze Tesla's financials and provide a DCF valuation with sensitivity analysis”
  • “Evaluate this startup's unit economics and runway from the numbers I paste in”
  • “Assess the financial implications of this acquisition target”
  • “Calculate the main liquidity and leverage ratios for this company's latest statements”
Step-by-step guide: how to use Financial AnalysisInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the Apache-2.0 licence and an attribution note.

    financial-analysis.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip financial-analysis.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip financial-analysis.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Provide the actual financial statements or filings yourself, since the skill does not specify where data comes from and the agent may rely on memory otherwise.
  • Ask the agent to list every assumption (growth, discount rate, margins) so you can challenge them.
  • Treat the valuation range as a starting point and verify key inputs against primary sources before relying on it.

What's inside

  • SKILL.md

Redistributed unmodified from kyegomez/swarms under the Apache-2.0 licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.