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Financial Statement Analysis

Reads a company's three financial statements, checks earnings quality, runs DuPont breakdown and flags fraud warning signs.

Source Download skill
Repository
HKUDS/Vibe-Trading
Stars
37,433
Licence
MIT
Files
1 file

What it does

Once installed, the agent analyses a company's income statement, balance sheet and cash flow statement together, rather than just quoting headline profit. It checks whether reported profit turns into real cash, breaks return on equity into profitability, efficiency and leverage drivers, and screens for a set of 12 common red flags linked to financial manipulation. It then produces a structured report with a summary table, an earnings-quality score and a verdict.

Great for

  • Investors or analysts who want a second opinion on a company's reported earnings
  • Finance students learning how the three statements connect and how DuPont analysis works
  • People reviewing A-share companies who can access financial data through the tushare source mentioned in the file

Skip it if

  • Personal investment decisions without professional review: the thresholds and scores are generic rules of thumb, and the file itself notes that banks and insurers do not fit this framework
  • Banks and insurance companies: the file explicitly says their statement structure differs and traditional reconciliation does not apply
  • Cross-border comparisons without adjustment: the file warns that Chinese, IFRS and US GAAP accounting standards differ

Try asking

  • “Analyse the earnings quality of [company code] using its last three years of statements and give a score”
  • “Run a DuPont breakdown of ROE for [company] and explain which driver changed most”
  • “Check [company] for financial fraud red flags such as receivables growth, going-concern audit opinions or goodwill share”
  • “Build a three-year summary table of revenue, net profit, operating cash flow and debt ratio for [company]”
Step-by-step guide: how to use Financial Statement AnalysisInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the MIT licence and an attribution note.

    financial-statement.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip financial-statement.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip financial-statement.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Provide at least three years of statements so trend and red-flag persistence checks (such as 'two or more quarters' or 'three years') can be applied meaningfully
  • State the accounting standard and market (A-share, HK or US) so the agent adjusts comparisons correctly
  • Treat the score and fraud probability bands as a starting checklist and verify flagged items against the original filings and auditor reports

What's inside

  • SKILL.md

Redistributed unmodified from HKUDS/Vibe-Trading under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.