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Agent skill

Ratio Analysis

by agentii-ai in agentii-ai/agentii-investment-intelligence

Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory…

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Ratio Analysis

skills CLI
$ npx skills add agentii-ai/agentii-investment-intelligence --skill ratio-analysis -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence ratio-analysis --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ratio-analysis .claude/skills/ratio-analysis && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
ratio-analysis
GitHub stars
207
Token cost
~1.7k tokens
SKILL.md length
697 words
Files
8 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory…

  • Works in 5 steps: Executive Summary — headline conclusions… → Core analysis sections — per this… → Data classification — tag findings… → …
  • Tasks that involve Financial analysis
  • SKILL.md covers Preflight, Triggers, Defaults and Methodology, plus 6 more sections
  • Reaches agentii.ai

What it does

Ratio Analysis is an agent skill from agentii-ai/agentii-investment-intelligence. Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory turnover DSO, valuation ratios PE PB EV/EBITDA, cross-company ratio comparison, DuPont analysis

Its SKILL.md is about 1.7k tokens, which your agent loads only when the skill is triggered. The skill folder holds 8 other files, including reference files (for example `references/methodology.md`, `references/modes.md` and `references/output-structure.md`).

It sits in Business, Finance & HR, covering Financial analysis. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.

When your agent uses it

  • Tasks that involve Financial analysis

Example prompts

  • “/ratio-analysis”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Executive Summary — headline conclusions (≤200 words).
  2. Core analysis sections — per this skill's methodology and analyst modes.
  3. Data classification — tag findings [FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md.
  4. Coverage Gaps & Citations — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a…
  5. Output frontmatter — emit the FR-090 structured block per contracts/output-frontmatter-schema.md.

What it can do on your machine

Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • agentii.ai

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Ratio Analysis loads about 1.7k tokens when it runs, and up to ~10k if it reads all its reference files. Until then it costs about 75 tokens; SKILL.md has 697 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~75
When it runs · the whole SKILL.md, loaded when a task matches
~1.7k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~10k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 697 words, ~1,748 tokens.

Download SKILL.mdSave it as .claude/skills/ratio-analysis/SKILL.md (or your agent's skills folder). This skill also uses 7 other files; get the full folder from GitHub.
name
ratio-analysis
description
Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory turnover DSO, valuation ratios PE PB EV/EBITDA, cross-company ratio comparison, DuPont analysis
multi_ticker_semantics
target_with_optional_peers
temporal_scope.default_quarters
4
temporal_scope.max_quarters
12
temporal_scope.description
Trailing 4 quarters for current ratios, up to 12 for trend analysis
retrieval_scope
structured_only
min_tool_diversity
7

Financial Ratio Analysis

Quantitative skill computing 6 categories of financial ratios from XBRL financial data. Cross-company comparison within sector. References professional financial training ratio interpretation standards.

Preflight

Run canonical pre-flight per contracts/preflight.md.

**get_realtime_quote availability **: If get_realtime_quote is not yet deployed in the MCP surface, use search_earnings_calendar for PE/earnings data and flag valuation ratios as "current price unavailable — using latest reported data." Prompts user for current stock price as manual fallback.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).

Triggers

  • analyze financial ratios for {ticker}
  • ratio analysis {ticker}
  • compute profitability ratios {ticker}
  • liquidity analysis {ticker}
  • leverage analysis {ticker}
  • efficiency ratios {ticker}
  • valuation ratios {ticker}
  • DuPont analysis {ticker}
  • cross-company ratio comparison {ticker}
  • compare {ticker} ratios to peers

Defaults

ParameterDefaultNotes
lookback_quarters4Trailing 4 quarters for current ratios
include_peerstrueCross-company comparison within sector
ratio_categoriesallprofitability, liquidity, leverage, efficiency, valuation, growth

Methodology

Retrieval Scope

structured_only — this skill computes ratios from XBRL financial data and real-time price data. No unstructured document search required. All data sources are queryable via agentii MCP tools.

Retrieval Strategy

See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.

Temporal Scope

Default: 4 fiscal quarters (max 12). Ratio analysis uses trailing 4 quarters for current snapshot; up to 12 quarters for trend analysis.

Tool Allowlist

See frontmatter allowed_tools. search_xbrl_facts is the primary data source for financial statement line items. get_realtime_quote provides current stock price for valuation ratios (P/E, P/B, P/S). search_companies enables peer identification for cross-company comparison.

Protocol

Step-by-step execution detail is in references/methodology.md.

ROIC Analysis: When computing Return on Invested Capital, apply the institutional-grade framework in references/roic-methodology.md. Use the four-variant approach (excluding/including goodwill × with/without intangible capitalization) appropriate to the analytical question, industry-specific capitalization rates per the academic framework, ROIIC over rolling 3-year periods, and DuPont decomposition to map ROIC to competitive strategy. Is the company passing the one dollar test?

Ratio Definitions

Full ratio formula definitions are in references/methodology.md.

Output File

Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_ratio-analysis_{affix}.md . Example affixes: profitability, liquidity-leverage, peer-comparison.

Show full SKILL.md (347 more words)Show less

Output Structure

The deliverable is a structured markdown report written to the path in ## Output File. Full section-by-section template (headings, tables, and field definitions) lives in references/output-structure.md. Required elements:

  1. Executive Summary — headline conclusions (≤200 words).
  2. Core analysis sections — per this skill's methodology and analyst modes.
  3. Data classification — tag findings [FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md.
  4. Coverage Gaps & Citations — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.
  5. Output frontmatter — emit the FR-090 structured block per contracts/output-frontmatter-schema.md.

Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.

Tool Fallbacks

Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.

Memory & Snapshot

  • Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see contracts/memory-load.md.
  • Structured output frontmatter: emit the FR-090 block (key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
  • Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as [FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
  • Session archival: record the run under sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.

Final Summary (TUI)

End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.

Error Handling

Failure ModeDetectionActionUser-Facing Message
Missing dataXBRL returns empty for key conceptsWiden date range and retry once"No financial data available for {ticker} in requested window."
Non-USD currencyunit field is not USDAnnotate with ISO 4217 code"⚠ {ticker} reports in {currency}. Ratios computed in reporting currency."
Peer data incomplete<3 peers have comparable dataReduce peer set; flag incomplete peers"Cross-company comparison based on {n} of {m} peers with complete data."
MCP unreachablePreflight probe failsHalt with actionable error"agentii data plane unreachable; check connection."

© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 7 other files (references) in plugins/vertical-plugins/quantitative-analysis/skills/agentii/ratio-analysis of agentii-ai/agentii-investment-intelligence.

  • SKILL.md
  • references/methodology.md
  • references/modes.md
  • references/output-structure.md
  • references/roic-methodology.md
  • references/sources.md
  • references/tool-fallbacks.md
  • references/wsp-methodology.md

Open the folder on GitHubat commit 86980e1

Compare with similar skills

Ratio Analysis next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Ratio Analysis compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Ratio Analysis this skillagentii-ai/agentii-investment-intelligence207—~1.7kAutomated safety check: PassApache-2.0
Longbridge Earningshelsome/folio2711 repos~2.5kAutomated safety check: PassNone
Financial Analyzinghuangjia2019/claude-code-engineering1.1k—~474Automated safety check: PassNone
Earnings AnalysisWind-Alice/AliceMarket1343 repos~2.2kAutomated safety check: PassNone
Buy Side Equity Research Memohaskaomni/serenity-skill633—~3.8kAutomated safety check: PassMIT
Longbridgehelsome/folio2711 repos~1.9kAutomated safety check: PassNone

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Categories

Questions about Ratio Analysis

What does Ratio Analysis do?

Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory…. Ratio Analysis is an agent skill from agentii-ai/agentii-investment-intelligence.

When should I use Ratio Analysis?

Ratio Analysis fits situations like: tasks that involve Financial analysis.

How do I install Ratio Analysis in Claude Code?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill ratio-analysis -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/quantitative-analysis/skills/agentii/ratio-analysis in agentii-ai/agentii-investment-intelligence) into .claude/skills/ratio-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Ratio Analysis in Codex?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill ratio-analysis -a codex`. Or copy the skill folder (plugins/vertical-plugins/quantitative-analysis/skills/agentii/ratio-analysis in agentii-ai/agentii-investment-intelligence) into .agents/skills/ratio-analysis in your project. Codex loads it when a task matches its description.

Can I use Ratio Analysis in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill ratio-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/ratio-analysis, .gemini/skills/ratio-analysis, .github/skills/ratio-analysis and .opencode/skills/ratio-analysis in your project.

What does Ratio Analysis need to run?

SKILL.md names no scripts, command-line tools or credentials: Ratio Analysis is instructions for the agent only.

Does Ratio Analysis access the network?

SKILL.md names 1 domain. In commands or code: agentii.ai; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Ratio Analysis safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Ratio Analysis use?

Ratio Analysis is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Ratio Analysis use?

About 1.7k tokens (SKILL.md is roughly 7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 8.4k tokens, read only when the agent opens those files.

What are the alternatives to Ratio Analysis?

Skills that share tags, products or a category with Ratio Analysis: Longbridge Earnings (helsome/folio, 271 stars), Financial Analyzing (huangjia2019/claude-code-engineering, 1.1k stars), Earnings Analysis (Wind-Alice/AliceMarket, 134 stars) and Buy Side Equity Research Memo (haskaomni/serenity-skill, 633 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Ratio Analysis?

agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.

Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.