smithery.ai

analyzing-financials

Retrieves company financial statements, metrics, estimates, and segments via Financial Datasets API. Use when asked about revenue, earnings, margins, P/E, valuations, or financial health.

First seen Mar 26, 2026

Installation

$ npx skills add https://smithery.ai

Similar popular skills

Related neighbors and high-traction skills in the same topics — useful to compare before installing.

Also in this package

Other skills from smithery.ai · top by installs.

npx skills add https://smithery.ai

Browse all from smithery.ai

More details

Agent compatibility

Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.

Claude Code Not declared
Cursor Not declared
Codex Not declared
GitHub Copilot Not declared
Windsurf Not declared
Gemini CLI Not declared
Cline Not declared
OpenCode Not declared

Package contents

Files included with this skill beyond the listing page.

  • skill md SKILL.md 2,087 B
  • docs SUMMARY.md 215 B

History

  1. First seen on skills.sh
  2. First recorded snapshot · 1 installs

SKILL.md

Analyzing Financials

Tools

Tool Returns
getincomestatements Revenue, expenses, net income, EPS
getbalancesheets Assets, liabilities, equity
getcashflow_statements Operating/investing/financing flows
getallfinancial_statements All three above (more efficient)
getfinancialmetrics_snapshot Current P/E, market cap, dividend yield
getfinancialmetrics Historical metrics over time
getanalystestimates EPS forecasts
getsegmentedrevenues Revenue by segment/geography

Parameters

All tools require ticker. Most accept:

  • period: annual, quarterly, or ttm
  • limit: Number of periods (default 10)
  • reportperiodgte/reportperiodlte: Date filters (YYYY-MM-DD)

Examples

Input: "What's Apple's P/E ratio?"

get_financial_metrics_snapshot(ticker: "AAPL")

Output: Lead with the number: "Apple's P/E ratio is 28.5 based on TTM earnings."


Input: "How has NVDA's revenue grown?"

get_income_statements(ticker: "NVDA", period: "annual", limit: 4)

Output: Calculate YoY growth from the data: "NVIDIA's revenue grew 126% YoY to $60.9B in FY2024, up from $27.0B in FY2023."


Input: "Compare MSFT and GOOGL margins"

get_income_statements(ticker: "MSFT", period: "annual", limit: 1)
get_income_statements(ticker: "GOOGL", period: "annual", limit: 1)

Output: Calculate margins (operating_income / revenue), compare: "Microsoft's operating margin (44%) exceeds Google's (32%) by 12 percentage points."


Input: "Is Tesla financially healthy?"

get_all_financial_statements(ticker: "TSLA", period: "annual", limit: 2)

Output: Assess liquidity, debt, cash flow: "Tesla has $22B cash, $5B debt (0.2x debt-to-equity), and generated $4B free cash flow in FY2024."