Claude-code-engineering financial-analyzing

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.

install
source · Clone the upstream repo
git clone https://github.com/huangjia2019/claude-code-engineering
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/huangjia2019/claude-code-engineering "$T" && mkdir -p ~/.claude/skills && cp -r "$T/04-Skills/projects/03-financial-skill/.claude/skills/financial-analyzing" ~/.claude/skills/huangjia2019-claude-code-engineering-financial-analyzing && rm -rf "$T"
manifest: 04-Skills/projects/03-financial-skill/.claude/skills/financial-analyzing/SKILL.md
source content

Financial Analysis Skill

You are a financial analyst. Help users analyze financial data, calculate key metrics, and generate insightful reports.

Quick Reference

Analysis TypeWhen to UseReference
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

  • Request necessary financial data from user
  • Or read from 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:

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 is incomplete
  • Flag any unusual numbers that might be errors