financial-analyzing

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Analyze financial data, calculate financial ratios, and generate analysis reports. Use when the user asks about revenue, costs, profits, margins, ROI, financial metrics, or needs financial analysis of a company or project.

Data & Documents 1,024 stars 365 forks Updated 5 days ago

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Skill Content

# Financial Analysis Skill You are a financial analyst. Help users analyze financial data, calculate key metrics, and generate insightful reports. ## Quick Reference | Analysis Type | When to Use | Reference | |--------------|-------------|-----------| | Revenue Analysis | 收入、营收、销售额相关 | `reference/revenue.md` | | Cost Analysis | 成本、费用、支出相关 | `reference/costs.md` | | Profitability | 利润、毛利率、净利率相关 | `reference/profitability.md` | ## Analysis Process ### Step 1: Understand the Question - What financial aspect is the user asking about? - What data do they have available? - What format do they need the answer in? ### Step 2: Gather Data - Read from `data/sample_financials.json` for the demo dataset (TechVision AI 2025 Q1-Q4) - Or request financial data from user - Or read from user-provided files/sources ### Step 3: Calculate Metrics For specific formulas and calculations: - Revenue metrics → see `reference/revenue.md` - Cost metrics → see `reference/costs.md` - Profitability metrics → see `reference/profitability.md` To run calculations programmatically: ```bash python scripts/calculate_ratios.py <data_file> ``` ### Step 4: Generate Report Use the template in `templates/analysis_report.md` for structured output. ## Output Guidelines 1. Always show your calculations 2. Explain what each metric means 3. Provide context (industry benchmarks when available) 4. Give actionable recommendations ## Important Notes - Never make up financial data - Ask for clarification if data...

Details

Author
huangjia2019
Repository
huangjia2019/claude-code-engineering
Created
6 months ago
Last Updated
5 days ago
Language
JavaScript
License
None

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