Skip to content
Get packs

Financial Statement Analysis

Turns a company's three financial statements into ratio analysis and a Word report

Source Download skill
Repository
genspark-ai/genoffice
Stars
11,537
Licence
Apache-2.0
Files
1 file

What it does

Once installed, the agent acts as a financial-statement analyst. Given a balance sheet, income statement and cash-flow statement (as PDFs, screenshots or tables), it checks the numbers tie together, calculates profitability, solvency, efficiency and cash-flow ratios with their formulas, and writes an interpretation report as a Word document. The report includes an executive summary, key line-item tables, warning signals and stated limitations, and it avoids fraud claims or buy/sell advice.

Great for

  • Finance students learning how to read annual reports
  • Managers or analysts who want a first-pass ratio review of a company over two or three years
  • Small business owners checking their own financial health

Skip it if

  • Investment or lending decisions that need professional judgement, since the skill explicitly gives no buy, sell or credit recommendations
  • Companies with incomplete statements, because ratios that cannot be derived from the supplied data are marked as not computable rather than estimated

Try asking

  • “Interpret the three statements in this annual report”
  • “Analyse how this company's profitability and solvency changed over the last three years”
  • “Calculate the current ratio, quick ratio and debt-to-asset ratio from these balance sheets and write a Word report”
  • “Show whether operating cash flow supports the reported net profit”
Step-by-step guide: how to use Financial Statement 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-statement-analysis.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

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

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip financial-statement-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 at least two or three periods so trend analysis is possible; with one period the report covers structure only.
  • State the currency, units, accounting standard and whether the statements are audited, since the skill asks for these up front.
  • Ask for industry comparisons only if you have peer data or are willing to let the agent search for a cited source.

What's inside

  • SKILL.md

Redistributed unmodified from genspark-ai/genoffice 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.