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Financial Report Analysis Pro

Professional Updated 2026.08.30

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About this skill

Problem

A common issue in financial reporting analysis is not missing templates, but dirty inputs: media summaries, estimates, one-off gains, and mixed GAAP/adjusted figures can make quarter-over-quarter comparison unreliable. Financial Report Analysis Pro turns financial notes from impression-based summaries into verifiable objective analysis: it relies on company IR PDFs, exchange filings, or SEC EDGAR as primary sources; marks missing exact figures as N/A instead of inventing numbers; and excludes holding-related conclusions, trade calls, and target prices from the output.

Workflow

The skill follows a fixed pipeline: extract structured raw numbers, verify them item by item, then write the report using a standard structure. Extraction emphasizes segment revenue, income statement items, all three cash flow sections, one-off footnotes, guidance, and share counts. Verification requires computing FCF = operating cash flow − capital expenditures, back-solving share count from net income and EPS, checking segment rollups, isolating one-off items, and separating disclosed values from self-calculated values. The final report uses a stable section order and consistent column layout for cross-quarter and cross-company comparison.

Boundaries

This is useful for financial analysis notes and identifying key signals, especially cash-flow financing items, capital-direction reversals, and one-off earnings effects. It is not investment research and does not provide position advice; when official filings are missing or exact numbers cannot be sourced, the output should retain N/A and verification notes instead of adding speculation.

Use Cases

  • Extract segment revenue, cash-flow financing items, and share counts from company IR PDFs into verifiable tables.
  • Verify share count by dividing net income by EPS, checking segment rollups and FCF with formulas in the note.
  • Break out one-off footnote amounts before, after tax, and EPS impact when GAAP results look abnormal.
  • Write a fixed-section report separating disclosed values from self-calculated figures for cross-quarter comparison.

Best For

  • Equity researchers who need a fixed financial-report template for cross-quarter comparison.
  • Finance writers who need to verify cash-flow financing items and capital-direction reversal signals.
  • Industry analysts who need to separate disclosed figures from self-calculated values with formulas.
  • Content editors who need objective report breakdowns from IR PDFs without holding-related conclusions.