financial-analysis-pro

Boundary

This skill handles financial analysis tasks including financial statement analysis, ratio calculation, financial modeling, company valuation, investment analysis, and financial reporting. It focuses on using Python libraries (pandas, numpy, yfinance, matplotlib, seaborn) and financial modeling techniques. It does NOT cover accounting bookkeeping, tax compliance, or fintech payment processing.

When to use

Use this skill when:

• Analyzing financial statements (balance sheet, income statement, cash flow)
• Calculating financial ratios (liquidity, profitability, solvency, efficiency)
• Building financial models (DCF, comparable companies, precedent transactions)
• Performing company valuation
• Analyzing investment opportunities
• Creating financial reports and dashboards
• Working with time-series financial data
• Performing technical analysis on stock prices