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analyzing-financial-statements

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by anthropic · part of anthropics/claude-cookbooks

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

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🧩 One of 4 skills in the anthropics/claude-cookbooks package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

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

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

Scripts

  • calculate_ratios.py: Main calculation engine for all financial ratios
  • interpret_ratios.py: Provides interpretation and benchmarking

Best Practices

  1. Always validate data completeness before calculations
  2. Handle missing values appropriately (use industry averages or exclude)
  3. Consider industry context when interpreting ratios
  4. Include period comparisons for trend analysis
  5. Flag unusual or concerning ratios