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Financial statement analysis

Skill m-binimran/finance-pack/skills/financial-statement-analysis

Claude Code pack for financial analysts: data-integrity (citation), SEC/FINRA disclaimer, projection-labeling & MNPI/PII guardrails + skills for statement analysis, ratios, DCF/comps valuation, modeling, earnings, forecasting & FP&A, loops & review agents. Not investment advice.

Install
npx -y skills add m-binimran/finance-pack --skill financial-statement-analysis

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

  • 2 stars2 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

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Analyze the income statement, balance sheet, and cash flow statement together - trends, quality, and what they reveal about the business. Use when reviewing a company's financials or a 10-K/10-Q.

SKILL.md

1.4 KB, as published. Nobody here has run it

financial-statement-analysis

Read the three statements as one story. Pull real figures from the filings; never estimate reported numbers.

Process

  1. Income statement: revenue trend + drivers, gross/operating/net margins, opex leverage, one-offs vs. recurring, GAAP vs. non-GAAP.
  2. Balance sheet: liquidity, leverage (debt, maturities), working capital, goodwill/intangibles, equity.
  3. Cash flow: operating cash flow vs. net income (quality of earnings), capex, free cash flow, financing.
  4. Tie them together: does the cash flow support the earnings? Is growth funded by operations or debt?
  5. Quality flags: revenue recognition, rising receivables/inventory vs. sales, non-GAAP add-backs, one-time gains.

Output

  • A summary with the key figures (each sourced to the filing), trends, margin/cash-flow read, and any quality-of-earnings flags. Mark anything unavailable [verify].

Guardrails

  • Every figure traced to the 10-K/10-Q (data-integrity / citation-guard) - no fabricated numbers.
  • State units/period/GAAP-vs-non-GAAP (accuracy-precision). Public info only (confidentiality-mnpi).

Keep looking

Skills are one crate of 328,083. Ordering is by how many stacks a row turns up in, so the top of any crate is what has actually been picked rather than what has the most stars.