/analyze-financials

Perform comprehensive financial analysis on provided financial data.

Usage

/analyze-financials [data-source] [options]

Arguments

Argument	Required	Description
data-source	Yes	Path to financial data (statements, reports, or data file)

Options

Option	Description	Example
--period	Analysis period	--period "FY2024"
--comparison	Comparison basis	--comparison "prior-year"
--type	Analysis type	--type "ratio,trend"
--benchmark	Benchmark source	--benchmark "industry"
--output	Output format	--output "report"

Examples

# Analyze financial statements
/analyze-financials docs/financials/statements-2024.xlsx

# Year-over-year analysis
/analyze-financials docs/financials/Q4-2024.xlsx --comparison prior-year

# Specific analysis types
/analyze-financials docs/financials/annual-report.pdf --type "ratio,trend,benchmark"

# With industry comparison
/analyze-financials docs/financials/income-statement.csv --benchmark industry

Prerequisites

1. Financial data: Statements or data in readable format (Excel, CSV, PDF)
2. Period specification: Clear time period for analysis
3. Comparison data (optional): Prior period or benchmark data

Analysis Types

Type	Description
ratio	Liquidity, profitability, leverage, efficiency ratios
trend	Period-over-period trend analysis
benchmark	Comparison to industry/peers
variance	Budget-to-actual or forecast variance
common-size	Common-size statement analysis

Output

The command produces a comprehensive analysis report including:

• Executive Summary with key findings
• Analysis Methodology documentation
• Key Findings with supporting calculations
• Data Sources with citations
• Assumptions documented
• Recommendations for action
• Limitations disclosure

Related Commands

Command	Description
/create-budget	Create budget or forecast
/build-model	Build financial model

---

MANDATORY: Load Full Skill

This command MUST load the skill for complete workflow execution.

Use Skill tool: financial-analysis

The skill contains the complete 5-phase workflow with:

• Objective definition requirements
• Data verification checklist
• Anti-rationalization tables
• Pressure resistance scenarios
• Documentation standards

Execution Context

Pass the following context to the skill:

Parameter	Value
data-source	$1 (first argument)
--period	If provided, analysis period
--comparison	If provided, comparison basis
--type	If provided, analysis types
--benchmark	If provided, benchmark source

Step 1: ASK ANALYSIS SCOPE (MANDATORY)

After loading skill and before executing analysis, you MUST ask:

AskUserQuestion:
  questions:
    - question: "What decision does this analysis support?"
      header: "Analysis Objective"
      freeform: true
    - question: "What comparisons are needed?"
      header: "Comparison Basis"
      options:
        - label: "Prior Year"
          description: "Compare to same period last year"
        - label: "Prior Quarter"
          description: "Compare to previous quarter"
        - label: "Budget"
          description: "Compare to budget"
        - label: "Industry Benchmark"
          description: "Compare to industry peers"
        - label: "Multiple"
          description: "Multiple comparisons needed"

Do NOT skip this. File path alone does not define scope.

Quick Reference

See skill financial-analysis for full details. Key rules:

• All data sources cited - No uncited figures
• All calculations shown - Audit-ready documentation
• All assumptions documented - Full transparency
• All variances explained - Material and immaterial
• Recommendations actionable - Clear next steps