financial-analysis

Executes a five-phase financial analysis workflow producing audit-ready ratio, trend, and variance reports.

Updated Aug 28, 2026
One-click install
npx skills add https://github.com/listentomi/Orcajack --skill financial-analysis-listentomi
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analysis
Source: https://github.com/listentomi/Orcajack/tree/main/skills/finance/financial-analysis
Command: npx skills add https://github.com/listentomi/Orcajack --skill financial-analysis-listentomi

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Financial analysis often suffers from undocumented assumptions, unverified data sources, and conclusions that cannot withstand audit scrutiny. This Skill enforces a structured five-phase workflow that guarantees verified data, shown calculations, and audit-ready deliverables. ## Core Features & Use Cases - Structured Five-Phase Workflow: Objective definition, data collection, analysis execution, interpretation, and documentation with mandatory blocker checks at each stage. - Comprehensive Ratio and Trend Analysis: Dispatches a financial-analyst agent to compute liquidity, profitability, leverage, and efficiency ratios with full source citation. - Audit-Ready Documentation: Requires cited sources, documented assumptions, disclosed limitations, and an execution report with quality indicators. - Use Case: An analyst evaluating a company's creditworthiness uses this Skill to verify three periods of financial statements, compute standard ratios, benchmark against peers, and deliver a fully documented credit analysis report. ## Quick Start Analyze the attached three years of financial statements and produce an audit-ready ratio and trend analysis with all sources cited.

Frequently Asked Questions about financial-analysis

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

FAQPage Schema
How do I perform a financial ratio analysis on company statements?▼

Define the analysis objective, time period, and comparison basis first, then verify all source documents. The workflow computes liquidity, profitability, leverage, and efficiency ratios with every calculation shown and every source cited.

What data is required for financial trend analysis?▼

Trend analysis requires three to five periods of financial statements from a consistent source. All data must share the same period, currency, and audit status, with each data point citing its source document.

When should I use financial analysis instead of financial modeling?▼

Use financial analysis when evaluating historical performance, financial health, or benchmarking against peers. Use financial modeling when building valuation models, and budget-creation when building budgets or forecasts.

Can financial analysis conclusions be delivered without documentation?▼

No. The workflow mandates that all conclusions include supporting calculations, cited sources, and documented assumptions, because undocumented conclusions cannot be defended in an audit or review.

Why does financial analysis fail when data sources are not verified?▼

Unverified data can contain period mismatches, currency inconsistencies, or stale figures that invalidate every downstream ratio. The workflow requires confirming each source is current and investigating all discrepancies before analysis begins.