XLSX Financials

xlsx-financials

Shared skill for producing formatted Excel workbooks from XBRL financial statement data. Invoked as a sub-skill by financial modeling and analysis skills. Centralizes formatting, formula auditing, and calculation arc cross-validation in one place.

Triggers

• Produce Excel financial statements for {ticker}
• Generate .xlsx workbook from XBRL data
• Export income statement to Excel
• Export balance sheet to Excel
• Export cash flow statement to Excel
• Render financial statements as spreadsheet
• Create formatted financial workbook
• Build .xlsx from get_statement output
• Financial model Excel export
• Statement Excel output

Defaults

Methodology

Retrieval Scope

structured_only — this skill wraps the XBRL get_statement endpoint and does not perform document search. It is purely a data-to-Excel rendering pipeline.

Retrieval Strategy

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

Temporal Scope

Default: latest fiscal year (max 12). Users can request specific fiscal years for multi-year comparison.

Tool Allowlist

• get_statement: fetches rendered financial statement data with period columns
• get_statement_structure: fetches hierarchical concept tree with order_in_parent
• search_xbrl_facts: fallback for individual concept values
• list_xbrl_concepts: concept discovery when structure tree is unavailable
• Excel generation: uses Bash to execute a Python script with openpyxl (following Anthropic FSI xlsx-author conventions)

Protocol

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

Deliverable Chain

Inputs → Build → Validate → Output → Next

1. Inputs: resolved ticker + structured facts (search_xbrl_facts, get_company_financials) and any filing pages from the three-layer protocol.
2. Build: write a self-contained Python script using openpyxl that creates the workbook per ## Output Structure; execute via Bash: python3 script.py; verify the .xlsx exists at the output path. If import openpyxl fails, fall back to the .md summary with data_availability: degraded (see contracts/office-tooling.md).
3. Validate: run the calculation-arc cross-check in the workbook Checks tab and the ## Validation Gates below.
4. Output: write the artifact path per ## Output File.
5. Next: append to agentii.md; hand off to a downstream pitch/review skill if requested.

Output File

Primary deliverable: {ticker}/{YYYY-MM-DD_HHMM}_statement-{type}.xlsx — the formatted Excel workbook (the primary artifact).

Companion summary: {ticker}/{YYYY-MM-DD_HHMM}_xlsx-financials_summary.md — validation report with calculation-arc results, coverage gaps, and key citations. The .md summary is a companion, NOT a substitute for the .xlsx.

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.

xlsx-author Conventions

Excel formatting conventions are in references/methodology.md and contracts/office-tooling.md.