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analyzing-financial-statements

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

Updated Aug 28, 2026
Search Tags:#excel#profitability#liquidity#valuation#investment analysis#financial ratios#financial statements
One-click install
npx skills add https://github.com/listentomi/Orcajack --skill analyzing-financial-statements-listentomi
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: analyzing-financial-statements
Source: https://github.com/listentomi/Orcajack/tree/main/skills/finance/analyzing-financial-statements
Command: npx skills add https://github.com/listentomi/Orcajack --skill analyzing-financial-statements-listentomi

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Manually computing profitability, liquidity, leverage, and valuation ratios from financial statements is time-consuming and error-prone. This Skill automates ratio calculation and interpretation so analysts can evaluate company performance quickly and consistently. ## Core Features & Use Cases - Comprehensive Ratio Coverage: Computes profitability (ROE, ROA, margins), liquidity (current, quick, cash), leverage (debt-to-equity, interest coverage), efficiency (turnovers), and valuation ratios (P/E, P/B, EV/EBITDA, PEG). - Flexible Input Formats: Accepts financial data as CSV, JSON, plain text, or Excel files containing income statements, balance sheets, and cash flow data. - Interpretation and Benchmarking: Provides industry-standard interpretations, trend analysis across periods, and formatted Excel reports. - Use Case: An equity analyst receives a company's quarterly statements and asks for a full ratio analysis; the Skill calculates all key metrics, flags concerning liquidity ratios, and outputs a formatted report. ## Quick Start Calculate all key financial ratios for this company based on the attached income statement and balance sheet, and interpret the results.

Frequently Asked Questions about analyzing-financial-statements

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate financial ratios from financial statements?▼

Provide the income statement, balance sheet, and cash flow data in CSV, JSON, text, or Excel format, then specify which ratios to compute or request all. The Skill calculates profitability, liquidity, leverage, efficiency, and valuation ratios with interpretations.

What financial ratios can be calculated for investment analysis?▼

Supported ratios include ROE, ROA, gross and net margins, current and quick ratios, debt-to-equity, interest coverage, asset and inventory turnover, P/E, P/B, P/S, EV/EBITDA, PEG, EPS, and book value per share.

What input formats does financial ratio analysis accept?▼

Financial data can be supplied as CSV files with line items, JSON with structured statements, plain text descriptions of key figures, or Excel files containing financial statements.

How should missing financial data be handled in ratio analysis?▼

Validate data completeness before calculating. For missing values, use industry averages or exclude the affected ratios, and always consider industry context when interpreting the results.

What are the limitations of financial ratio analysis?▼

Ratio analysis requires accurate financial data, and industry benchmarks are only general guidelines. Some ratios do not apply to all industries, and historical ratios do not guarantee future performance.

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