Perform comprehensive financial analysis on provided financial data
Performs comprehensive financial analysis on provided financial data.
/plugin marketplace add lerianstudio/ring/plugin install ring-finance-team@ring[data-source] [options]Perform comprehensive financial analysis on provided financial data.
/analyze-financials [data-source] [options]
| Argument | Required | Description |
|---|---|---|
data-source | Yes | Path to financial data (statements, reports, or data file) |
| 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" |
# 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
| 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 |
The command produces a comprehensive analysis report including:
| Command | Description |
|---|---|
/create-budget | Create budget or forecast |
/build-model | Build financial model |
This command MUST load the skill for complete workflow execution.
Use Skill tool: financial-analysis
The skill contains the complete 5-phase workflow with:
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 |
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.
See skill financial-analysis for full details. Key rules: