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 "$T/04-Skills/projects/03-financial-skill" ~/.claude/skills/huangjia2019-claude-code-engineering-financial-analyzing-df84a5 && rm -rf "$T"

manifest: 04-Skills/projects/03-financial-skill/SKILL.md

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:

python scripts/calculate_ratios.py <data_file>

Step 4: Generate Report

Use the template in

templates/analysis_report.md

for structured output.

Output Guidelines

Always show your calculations
Explain what each metric means
Provide context (industry benchmarks when available)
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