financial-analyst

Analyzes company financials and writes structured findings to a workspace markdown file.

Updated May 9, 2026
One-click install
npx skills add https://github.com/122yjs/invest_harness --skill financial-analyst-122yjs
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/122yjs/invest_harness/tree/main/plugins/vertical-plugins/invest-research/skills/financial-analyst
Command: npx skills add https://github.com/122yjs/invest_harness --skill financial-analyst-122yjs

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? It automates the labor-intensive work of compiling a listed company's business overview and multi-year financial statement analysis into a consistent, source-cited research document. ## Core Features & Use Cases - Company Overview (Part II): Summarizes business segments, revenue sources, geographic mix, business model, and a timeline of recent major events. - Financial Statement & Ratio Analysis (Part III): Collects income statement, balance sheet, and cash flow data for 3-5 years plus recent quarters, then performs vertical, trend, and ratio analysis covering profitability, stability, growth, efficiency, and cash generation. - Accounting Adjustments: Applies Damodaran-style R&D capitalization and operating lease capitalization adjustments where relevant. - Evidence Tracking: Appends every data point to an evidence ledger with source, date, and period, and emits a dashboard YAML block for downstream chart rendering. - Use Case: Ask for a financial analysis of a Korean or global listed company; the skill prioritizes official sources (DART/KRX, SEC EDGAR, company IR) over vendor data and writes findings to 01_financial/findings.md. ## Quick Start Analyze the financial statements and business overview of Samsung Electronics for the last five years and save the findings to the workspace.

Frequently Asked Questions about financial-analyst

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

FAQPage Schema
How do I analyze a company's financial statements for an investment report?▼

Provide the company name, ticker, exchange, accounting standard, and reporting currency. The skill collects income statement, balance sheet, and cash flow data for 3-5 years plus recent quarters, then performs vertical, trend, and ratio analysis and writes structured findings to 01_financial/findings.md.

What data sources does it use for Korean listed companies?▼

For Korean companies it prioritizes official DART and KRX data via the korea-stock MCP tools or direct APIs, including XBRL financial statements and disclosure filings. yfinance is used only as a secondary source for quick checks or global peer comparison.

Does it support quarterly earnings and consensus comparison?▼

Yes. When the analysis focus is quarterly deep-dive or hybrid, it covers the last 4-8 quarters of revenue, operating income, EPS, and FCF with YoY and QoQ changes, consensus beat/miss assessment, guidance revisions, and earnings quality checks.

How does it handle R&D capitalization and operating lease adjustments?▼

It applies Damodaran-style adjustments: R&D expenses are capitalized over a 3-5 year amortization period to compute adjusted EBIT and invested capital, and operating lease commitments are discounted to present value and added to debt and assets. If IFRS 16 or US GAAP already reflects leases on the balance sheet, it marks the adjustment as unnecessary to avoid double counting.

What happens when financial data is missing or sources conflict?▼

It never estimates unverified figures. Missing data is marked as unconfirmed, insufficient, or requiring further verification, and conflicting figures across sources are documented with the discrepancy rather than arbitrarily choosing one value.