Financial Analysis

CommunityPopular

kyegomez

financial-analysis

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

Overview

Publisher	kyegomez
Repository	`swarms`
Skill name	`financial-analysis`
Stars	7.2K
Forks	1K
Bundled files	Instructions only
License	Apache-2.0
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by kyegomez on GitHub. Read the source before you install it.

Installation

Install the Financial Analysis AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/kyegomez/swarms/tree/master/examples/single_agent/capabilities/skills/financial-analysis

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/kyegomez/swarms.git /tmp/swarms
mkdir -p .claude/skills
cp -r /tmp/swarms/examples/single_agent/capabilities/skills/financial-analysis .claude/skills/financial-analysis

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Financial Analysis in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Financial Analysis on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Financial Analysis is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

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:

Executive summary of findings
Detailed financial model with assumptions
Valuation range with sensitivity analysis
Investment recommendation with risk assessment
Supporting charts and visualizations

Example Use Cases

Public Company Valuation: "Analyze Tesla's financials and provide a DCF valuation"
Private Investment: "Evaluate this startup's unit economics and runway"
M&A Analysis: "Assess the financial implications of this acquisition"

Frequently asked questions

What does the Financial Analysis AI skill do?

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

Why use Financial Analysis on TypingMind?

Because you install it once and use it with any model. Financial Analysis is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Financial Analysis in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/kyegomez/swarms/tree/master/examples/single_agent/capabilities/skills/financial-analysis. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Financial Analysis?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Financial Analysis?

As many as you like. As long as a model supports skills, you can use Financial Analysis with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Financial Analysis AI skill free?

Yes. It is published on GitHub by kyegomez under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

View all

Pdf

anthropics

OrganizationPopular

Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart,…

Landing Report

Read-only queue dashboard for workspace-aware ship. (gstack)

Gstack Openclaw Ceo Review

garrytan

CommunityPopular

Use when asked to review a plan, challenge a proposal, run a CEO review, poke holes in an approach, think bigger about scope, or decide whether to expand or reduce the plan.

Ui Styling

Create beautiful, accessible user interfaces with shadcn/ui components (built on Radix UI + Tailwind), Tailwind CSS utility-first styling, and canvas-based visual designs. Use when building user…

Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Financial Analysis Skill

Core Methodology

1. Data Collection and Verification

2. Financial Ratio Analysis

3. Valuation Models

4. Sensitivity Analysis

Guidelines

Key Outputs

Example Use Cases

Frequently asked questions

Related AI Skills

Set up your own AI workspace now