Agent Skills › kyegomez/swarms › financial-analysis

financial-analysis

GitHub

提供全面的财务分析技能，涵盖数据收集、比率分析、DCF估值模型及敏感性分析。适用于上市公司估值、私募投资评估和并购分析，旨在生成专业的投资建议和风险报告。

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

触发场景

进行公司财务健康度评估构建DCF或可比公司估值模型执行并购交易财务影响分析评估初创企业单位经济和资金跑道

安装

npx skills add kyegomez/swarms --skill financial-analysis -g -y

更多选项

非标准路径

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

不安装直接使用

npx skills use kyegomez/swarms@financial-analysis

指定 Agent (Claude Code)

npx skills add kyegomez/swarms --skill financial-analysis -a claude-code -g -y

安装 repo 全部 skill

npx skills add kyegomez/swarms --all -g -y

预览 repo 内 skill

npx skills add kyegomez/swarms --list

SKILL.md

Frontmatter

{
    "name": "financial-analysis",
    "description": "Perform comprehensive financial analysis including DCF modeling, ratio analysis, and financial statement evaluation for companies and investment opportunities"
}

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"