# Financial Statement Analysis

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

- Repository: https://github.com/anthropics/claude-cookbooks (54066 stars)
- Category: Business
- License: MIT
- Last updated: 2026-10-29
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements -g -a claude-code -y`
Codex: `npx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements -g -a codex -y`
Cursor: `npx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/claude-cookbooks --skill analyzing-financial-statements -g -a gemini-cli -y`

## Description

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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

The rest: https://github.com/anthropics/claude-cookbooks/blob/HEAD/skills/custom_skills/analyzing-financial-statements/SKILL.md