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Financial Analysis Skill · kyegomez | DecimalAI

financeby kyegomez

Financial Analysis Skill

kyegomez/financial-analysis

Source kyegomez/swarms ↗License Apache-2.0

Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation for companies and investment opportunities

SkillScore59Maintained

Automatic

Finance & Accounting pack

Last verified 8/7/2026

What it changes

Passed 13 of 22 test cases with the skill, and 9 of 22 without it.

Without skill41%

With skill59%

Checks it passed that the model alone missed

Analyzes price-to-earnings multiples.
Includes leverage ratios in the financial evaluation.
Includes liquidity ratios in the financial evaluation.

and 2 more in the full report

4 fixed9 passed either way9 still failing0 broke

Pass-rate lift: +18 pp
Tokens: +1%
Agent turns: 0%
Response time: -14%

Model gemini-3.6-flashMeasured 8/7/2026v113 of 22 cases passed with skill

Tokens, turns and time describe resource use, not a dollar price.

Use this skill

Save it into your project's skills folder. Claude Code picks it up in its next session.

curl -fsSL --create-dirs -o .claude/skills/kyegomez-financial-analysis/SKILL.md https://app.decimal.ai/s/kyegomez-financial-analysis/SKILL.md

Want it pinned and updatable? pip install "decimalai>=0.15", then decimalai skills add kyegomez-financial-analysis, and start Claude Code with claude --plugin-dir "$(git rev-parse --show-toplevel)/.agents"

1 · One-time — install the CLI (docs ↗)

pip install "decimalai>=0.15"

2 · Get the skill — writes .agents/skills/kyegomez-financial-analysis/ and pins it in .decimal/skills.lock

decimalai skills add kyegomez-financial-analysis

No CLI? Get the same file — curl · raw file

curl -fsSL --create-dirs -o .claude/skills/kyegomez-financial-analysis/SKILL.md https://app.decimal.ai/s/kyegomez-financial-analysis/SKILL.md

Raw file: /s/kyegomez-financial-analysis/SKILL.md ↗ · machine-readable summary at /s/kyegomez-financial-analysis.json ↗

Safety checks: 3 of 3 passed

Code scan CleanIntent PassedContent Clean

See it in action

One of 4 test cases the skill fixed. Same model, same prompt, with and without the skill.

1 of 4

Prompt

Before performing any ratio calculations or financial modeling on ExxonMobil, what initial data collection step must be completed?

What was checked, without and with the skill
Checked	Without skill	With skill
Verifies data sources for completeness and identifies missing points.	Missed	Passed

case-13 · gemini-3.6-flash · 8/7/2026 · answers are capped and redacted

What's inside

The instructions your model reads when the skill loads.

SKILL.md51 linessingle file

Financial Analysis Skill

When performing financial analysis, follow these systematic steps to ensure thorough and accurate evaluation:

Core Methodology

1. Data Collection and Verification

Gather historical financial statements (income statement, balance sheet, cash flow)
Verify data sources for accuracy and completeness
Identify any anomalies or missing data points

2. Financial Ratio Analysis

Calculate and analyze key financial ratios:

Profitability: EBITDA margin, net profit margin, ROE, ROA
Liquidity: Current ratio, quick ratio, cash ratio
Leverage: Debt-to-equity, interest coverage ratio
Efficiency: Asset turnover, inventory turnover

3. Valuation Models

Build appropriate valuation models:

DCF Analysis: Project free cash flows, determine WACC, calculate terminal value
Comparable Company Analysis: Identify peers, analyze multiples (P/E, EV/EBITDA)
Precedent Transactions: Review similar deals for valuation benchmarks

4. Sensitivity Analysis

Perform scenario analysis (base case, bull case, bear case)
Test key assumptions (growth rates, discount rates, margins)
Identify critical value drivers

Guidelines

Always use conservative assumptions when uncertain
Cross-validate findings with multiple valuation methods
Clearly document all assumptions and their rationale
Present results with appropriate caveats and risk factors
Consider both quantitative metrics and qualitative factors

Key Outputs

Your analysis should produce:

Track record

Benchmark

13 / 22

test cases passed, vs 9 / 22 without

Adoption

Users: 0
Times used: 0

Safety and source details

SkillSafety

✓ 3 of 3 passed

Code scan15 of 15 checks clean

0 critical · 0 warning · 0 info — scanner v4 — 8/3/2026

View 15 scanner checks

live_secretremote_code_executionreverse_shelldata_exfiltrationssrf_metadataagent_snoopinganti_refusaldestructive_commandsobfuscated_unicodeunicode_homoglyphopaque_blobsuspicious_urltool_overreachtrigger_abuseprompt_injection_phrasing

IntentSafe

LLM judge · does the skill do what it claims

ContentClean

LLM judge · policy & harmful-content review

Source

Imported

kyegomez / swarms

examples/single_agent/capabilities/skills/financial-analysis/SKILL.md

View on GitHub ↗

License Apache-2.0Imported 8/3/2026Version v1

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See it in action

What's inside

Financial Analysis Skill

Core Methodology

1. Data Collection and Verification

2. Financial Ratio Analysis

3. Valuation Models

4. Sensitivity Analysis

Guidelines

Key Outputs

Track record

Benchmark

Adoption

SkillSafety

Source

Other skills for the same job

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