Agent skill

Hehe Financial Analysis

by hexiaofeier in hexiaofeier/hehe-industry-research-skill-pack

盒子原创研究 Skill 体系中的企业财务分析大专项。重构并勾稽利润表、资产负债表和现金流量表,诊断增长、盈利、现金转换、资产质量、资本效率、债务与会计质量,并在需要时建立驱动式预测和压力测试模型。

MITAuto-check passedBusiness, Finance & HR

Install Hehe Financial Analysis

skills CLI
$ npx skills add hexiaofeier/hehe-industry-research-skill-pack --skill hehe-financial-analysis -a claude-code

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

GitHub CLI
$ gh skill install hexiaofeier/hehe-industry-research-skill-pack hehe-financial-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/hexiaofeier/hehe-industry-research-skill-pack.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/hehe-financial-analysis .claude/skills/hehe-financial-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
hehe-financial-analysis
GitHub stars
306
Token cost
~1k tokens
SKILL.md length
102 words
Files
10 (incl. references)
Skills in repo
13
Repo updated
First seen
Licence
MIT

At a glance

盒子原创研究 Skill 体系中的企业财务分析大专项。重构并勾稽利润表、资产负债表和现金流量表,诊断增长、盈利、现金转换、资产质量、资本效率、债务与会计质量,并在需要时建立驱动式预测和压力测试模型。

  • Works in 6 steps: 确认范围,整理原值和版本 → 标准化三表、分部并完成勾稽 → 解释增长、利润、现金和营运资本 → …
  • Tasks that involve Financial analysis
  • SKILL.md covers 启动与工作流程, 一、职责范围, 二、确定材料条件与任务范围 and 三、分析流程, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Hehe Financial Analysis is an agent skill from hexiaofeier/hehe-industry-research-skill-pack. 盒子原创研究 Skill 体系中的企业财务分析大专项。重构并勾稽利润表、资产负债表和现金流量表,诊断增长、盈利、现金转换、资产质量、资本效率、债务与会计质量,并在需要时建立驱动式预测和压力测试模型。 用户直接要求“分析公司财务或三表”“解释业绩变化、盈利质量和现金流”“检查营运资本、ROIC、债务风险或异常科目”“做财务预测或公式工作底表”等时独立启动;没有完整财报时也可进行有限披露财务分析、经营财务情景测算或可分析性评估;不用于估值或投资建议。 由 hehe-industry-researcher 派发任务卡时按组合模式执行;独立启动时自行确认范围、搜索并审核材料、分析和交付本专项结果。

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 11 other files, including reference files (for example `agents/openai.yaml`, `references/三表重构与预测模型.md` and `references/专项工作流程.md`).

It sits in Business, Finance & HR, covering Financial analysis and Market research. The repository describes itself as: 盒盒原创中文行业与企业研究技能包:1 个总入口协同 13 个专项 Skill,支持完整行业研究或企业研究、以及市场格局、市场规模、企业画像等独立专项模块。 The licence is MIT.

When your agent uses it

  • Tasks that involve Financial analysis
  • Tasks that involve Market research

Example prompts

  • “分析公司财务或三表”
  • “解释业绩变化、盈利质量和现金流”
  • “检查营运资本、ROIC、债务风险或异常科目”
  • “/hehe-financial-analysis”

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. 确认范围,整理原值和版本
  2. 标准化三表、分部并完成勾稽
  3. 解释增长、利润、现金和营运资本
  4. 判断资产、资本回报与财务韧性
  5. 核查会计质量与异常
  6. 联结历史驱动并形成结论

What it can do on your machine

Read from SKILL.md and the folder at commit 1fe260a. 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

    No URLs in SKILL.md.

    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

Hehe Financial Analysis loads about 1k tokens when it runs, and up to ~20k if it reads all its reference files. Until then it costs about 81 tokens; SKILL.md has 102 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~81
When it runs · the whole SKILL.md, loaded when a task matches
~1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~20k

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 hexiaofeier/hehe-industry-research-skill-pack at commit 1fe260a, republished under its MIT licence (© hexiaofeier). 102 words, ~1,033 tokens.

Download SKILL.mdSave it as .claude/skills/hehe-financial-analysis/SKILL.md (or your agent's skills folder). This skill also uses 9 other files; get the full folder from GitHub.
name
hehe-financial-analysis
description
盒子原创研究 Skill 体系中的企业财务分析大专项。重构并勾稽利润表、资产负债表和现金流量表,诊断增长、盈利、现金转换、资产质量、资本效率、债务与会计质量,并在需要时建立驱动式预测和压力测试模型。 用户直接要求“分析公司财务或三表”“解释业绩变化、盈利质量和现金流”“检查营运资本、ROIC、债务风险或异常科目”“做财务预测或公式工作底表”等时独立启动;没有完整财报时也可进行有限披露财务分析、经营财务情景测算或可分析性评估;不用于估值或投资建议。 由 `hehe-industry-researcher` 派发任务卡时按组合模式执行;独立启动时自行确认范围、搜索并审核材料、分析和交付本专项结果。

财务分析

本 Skill 是盒子原创研究 Skill 体系中负责企业财务分析的大专项,把企业财报、附注和经营数据重建成一套可追溯、可解释、可复算的财务分析,回答“结果怎样形成、质量如何、能否持续、风险藏在哪里、哪些变量会改变判断”。

所有报告均以独立的“核心摘要”开篇,随后按交付模板依次写研究范围、财务口径与适用的主体分析章节。完整企业财务分析覆盖六项财务分析能力、连续年度、最近期间及报告—Excel对应要求。正文围绕主要变化、驱动、财务质量和持续性展开。

需要计算指标、检查三表或建立工作底表时,读取 财务口径、公式与工作底表。

按任务读取以下方法:

启动与工作流程

  • 由 hehe-industry-researcher 调用: 收到任务卡和材料索引后直接读取材料并执行,不重新启动路由。
  • 用户直接调用本 Skill: 本 Skill 单独启动,在对话中确认对象、研究范围、地域、时间、用户口径要求及已有材料,再决定是否搜索。

开始执行前读取 专项工作流程,按对应路径接任务、搜索、审核、分析、自审和交付。 交付时读取 财务分析交付模板,按模板完成本专项成果;用户明确不落文件时,在对话中交付。

完整交付原则。 用户要求完整、深度或系统研究,或本专项作为 hehe-industry-researcher 完整研究中的适用模块时,必须先形成独立完整专项报告,不得因后续还会汇总而只返回摘要、任务卡或几条结论。只有用户明确要求局部/简版,或资料只能支持有限披露时才切换输出模式,并在报告中标明;完整度按交付模板的分析单元和正文目标体量检查,交付前实际计数。

一、职责范围

负责财务口径、三表与分部重构、经营和资本诊断、财务预测、公式工作底表及正式财务分析报告。单位贡献、固定费用覆盖、关联及表外事项按其财务影响分析。

完整商业模式研究、治理与资本配置决策评价、估值、投资建议、法定审计及跨专项综合报告/PPT不属于本专项任务。

二、确定材料条件与任务范围

材料条件决定结论能做到多深,研究问题决定需要分析哪些内容。财报完整度决定交付名称和结论强度,不决定本 Skill 能否启动。

材料层级

连续财报、附注及必要分部数据较完整时,重建三表;资料不完整时,按无完整财报企业的财务分析选择部分财务披露、经营与融资数据或几乎无数字路径。交付名称和体量统一见交付模板。

任务范围

按研究问题确定分析范围,按材料覆盖确定展开深度。完整任务覆盖六项财务分析能力,报告章节按交付模板组织;业绩更新、单项问题和预测任务深入相关模块。

同一材料条件下,可以执行四类任务:

任务需要完成的分析
完整企业财务分析财务事实重建、经营结果、现金与资产、资本回报、融资风险和会计质量;涉及未来时增加预测或压力测试
业绩更新与偏差分析解释本期相对上期、预算、公司指引或既有预测的差异及原因
专项财务问题只深入相关科目和三表影响,不机械生成完整公司报告
财务预测与模型以经营驱动联动三表和必要附表,输出情景、敏感性及财务承压点

金融机构、保险、房地产、基金、平台型或重度项目制业务必须先读取行业财务口径适配,识别普通工商企业指标的失效点;缺少对应方法时记录待补方法及其影响。

三、分析流程

1. 确认范围,整理原值和版本

建立财务分析范围表:

公司/经营主体|法人/证券标识|合并或单体|分部范围|地域|报告期与频率|财年截止日|币种与单位|会计准则|持续/终止经营|重述/会计政策变化|审计状态|分析截止日|分析模式|决策用途

另建期间和版本表:

期间|原披露日|版本/重述日|原币种与单位|是否审计|可比状态|差异原因|本次采用值

主体、分部、期间或重述关系不清,且足以改变结论时,停止强结论并列补证任务。

正式依赖财报数字前,检查审计意见、关键审计事项、内部控制重大缺陷、重大重述及会计政策变化;发现异常时核对受影响的科目及判断。

接收已审核材料时保留其限制;用户提供但尚未核验的数据可进入原始表,但只能标为 [用户提供待核],不得直接支撑强财务结论。

原始数据表至少保留:

字段ID|报表/附注|主体/分部|期间|原字段名|原值|币种/单位|正负号|来源定位|审核状态|重述/调整关系|备注

不得覆盖原始值。任何标准化、重分类、汇率换算、年化、一次性调整或推算都新建字段,并记录:

原值 → 调整原因 → 公式/方法 → 调整值 → 判断类型 → 对结论影响

2. 标准化三表、分部并完成勾稽

建立“业务/客户/地区 → 收入与成本 → 营运资本与资产 → 现金与融资”的财务结构。统一字段、单位、符号和期间,处理重述、并购处置、汇率与分类变化,形成历史三表、分部—合并桥和必要附表。

按三表重构与预测模型完成重构与联动,用财务口径、公式与工作底表核对计算。分部无法可靠分摊时单列未分配及抵销;勾稽差额先定位原因,再记录金额和受影响判断。

3. 解释增长、利润、现金和营运资本

按企业财务诊断方法建立收入、利润及现金变化桥,结合业务、客户、产品、地区、交付和回款解释贡献。分别分析增长金额与质量、毛利及费用驱动、净利润到经营现金、自由现金流和营运资本占用。

先确认各因素贡献多少,再用经营证据筛选主要原因;尚不能区分的解释只在会改变结论时继续核查。业绩更新另与预算、指引或上一版预测作偏差比较。

4. 判断资产、资本回报与财务韧性

继续使用诊断方法检查重大资产的形成、回收及减值,追踪资本开支到产能、利润和现金兑现的时滞。以适用的ROE、ROIC及增量回报拆解盈利、周转和杠杆贡献。

将可用现金、债务期限、融资成本、担保契约及其他现金义务按期间匹配;需要判断承压能力时,将经营或融资冲击传导到最低现金、融资缺口和契约节点。

5. 核查会计质量与异常

按会计质量与异常核查核对正式披露、收入确认、应计与非经常项目、资产减值、准备、资本化及关联和表外事项。完整任务覆盖会计质量;专项任务检查可能改变当前结论的相关科目。

结合异常的财务影响决定补证顺序,并记录已有解释、待核事项及受影响结论;可选预警模型按该参考的适用条件使用。

6. 联结历史驱动并形成结论

将增长、利润、现金、投入和融资联系起来,判断企业所处阶段、主要变化及持续性,选出下一期值得观察的指标。

任务涉及未来时,按三表重构与预测模型建立经营驱动、附表和三表联动的预测或压力情景,记录假设依据、现金传导及翻转条件。无完整三表时按低披露参考建立相应的条件模型。

四、交付与自审

按财务分析交付模板生成Markdown主报告,并按计算任务附公式Excel。工作簿结构、公式纪律及重算、输入联动、保存重开检查统一见财务口径、公式与工作底表;三表模型另做联动与经营合理性检查。

提交前先按交付模板检查开篇摘要:位置、内容或独立可读性不合格,先修正再交付。再核对:任务覆盖符合交付合同;关键数字可追溯且勾稽差额已处理;解释与证据相称;报告和底表相互对应。主体、期间、口径、重大差额或缺失数据足以翻转结论时,补证或暂停受影响的判断,其余分析继续。成文按交付模板检查主线、重复和限制说明。

© hexiaofeier, MIT. 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 9 other files (references) in skills/hehe-financial-analysis of hexiaofeier/hehe-industry-research-skill-pack.

  • SKILL.md
  • agents/openai.yaml
  • references/三表重构与预测模型.md
  • references/专项工作流程.md
  • references/企业财务诊断方法.md
  • references/会计质量与异常核查.md
  • references/无完整财报企业的财务分析.md
  • references/行业财务口径适配.md
  • references/财务分析交付模板.md
  • references/财务口径、公式与工作底表.md

Open the folder on GitHubat commit 1fe260a

Compare with similar skills

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Consulting Analysisbytedance/deer-flow84k4 repos~8.4kAutomated safety check: PassMIT
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  • Hehe Industry Researcher

    hexiaofeier/hehe-industry-research-skill-pack

    行研分析师,盒子原创行业与企业研究skill组合中的总路由入口,负责把研究开题、公开信息搜索、材料审核、行业或企业分析、Markdown 主报告和 HTML 阅读版整合成一条完整路线。支持四类任务:行业研究(规模、产业链、商业模式、竞争、PEST 外部环境、趋势、驱动力、痛点)、企业研究(业务、经营、财务、治理、估值、投资逻辑)、行业+企业研究,以及只回答其中一个或几个问题的单独专项研究。

    306 GitHub stars~1.1k tokensUpdated 4 days ago
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  • Hehe Industry Pain Points

    hexiaofeier/hehe-industry-research-skill-pack

    盒子原创行业研究 Skill 组合中的行业痛点分析专项。辨析不同参与者在明确任务、流程或产业节点上反复、持续,或在关键时点承担的时间、成本、收入、结果、风险或责任损失,并核对现有替代为何仍未解决。用于“分析行业痛点”“行业瓶颈”“梳理行业发展卡点或障碍”“判断用户抱怨与行业瓶颈的关系”等问题。

    306 GitHub stars~975 tokensUpdated 4 days ago
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  • Hehe Trend Analysis

    hexiaofeier/hehe-industry-research-skill-pack

    盒子原创行业研究 Skill 组合中的趋势分析专项。判断行业、技术、需求或商业化变化所处阶段、驱动机制、核心变量、时间关系、经营后果与证伪条件。用于“分析行业趋势或未来走向”“判断技术扩散阶段”“研究供需、需求演变或景气变化”等问题。

    306 GitHub stars~1.2k tokensUpdated 4 days ago
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  • Hehe Business Model

    hexiaofeier/hehe-industry-research-skill-pack

    盒子原创行业研究 Skill 组合中的商业模式分析专项。研究一个行业常见的商业模式、组合方式、演变趋势与护城河;或研究一家企业的业务与盈利模式,并与主要竞争企业比较。用于“这个行业有哪些商业模式”“分析某公司的商业模式”“这家公司和同行怎么赚钱”“模式怎样组合、扩张和演变”等问题,也支持收入成本、单位经济、现金转换等局部分析,交付对应的商业模式分析报告。

    306 GitHub stars~695 tokensUpdated 4 days ago
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  • Hehe Company Profile

    hexiaofeier/hehe-industry-research-skill-pack

    盒子原创行业研究 Skill 组合中的公司画像专项。建立一家企业或经营主体的可追溯经营画像,核对公司历史与组织、业务与产品、客户供应商等关键经营关系、商业化进展、增长与基础财务质量、治理、战略动作、风险及待验证信号。用于“建立某家公司经营画像”“梳理公司业务、客户供应商和商业化进展”“分析单公司经营基本面、经营质量或成长驱动”“梳理企业战略变化”或制作公司事实卡。

    306 GitHub stars~1.1k tokensUpdated 4 days ago
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Questions about Hehe Financial Analysis

What does Hehe Financial Analysis do?

盒子原创研究 Skill 体系中的企业财务分析大专项。重构并勾稽利润表、资产负债表和现金流量表,诊断增长、盈利、现金转换、资产质量、资本效率、债务与会计质量,并在需要时建立驱动式预测和压力测试模型。. Hehe Financial Analysis is an agent skill from hexiaofeier/hehe-industry-research-skill-pack.

When should I use Hehe Financial Analysis?

Hehe Financial Analysis fits situations like: tasks that involve Financial analysis; tasks that involve Market research.

How do I install Hehe Financial Analysis in Claude Code?

Run `npx skills add hexiaofeier/hehe-industry-research-skill-pack --skill hehe-financial-analysis -a claude-code`. Or copy the skill folder (skills/hehe-financial-analysis in hexiaofeier/hehe-industry-research-skill-pack) into .claude/skills/hehe-financial-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Hehe Financial Analysis in Codex?

Run `npx skills add hexiaofeier/hehe-industry-research-skill-pack --skill hehe-financial-analysis -a codex`. Or copy the skill folder (skills/hehe-financial-analysis in hexiaofeier/hehe-industry-research-skill-pack) into .agents/skills/hehe-financial-analysis in your project. Codex loads it when a task matches its description.

Can I use Hehe Financial 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 hexiaofeier/hehe-industry-research-skill-pack --skill hehe-financial-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/hehe-financial-analysis, .gemini/skills/hehe-financial-analysis, .github/skills/hehe-financial-analysis and .opencode/skills/hehe-financial-analysis in your project.

What does Hehe Financial Analysis need to run?

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

Does Hehe Financial Analysis access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Hehe Financial 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 Hehe Financial Analysis use?

Hehe Financial Analysis is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Hehe Financial Analysis use?

About 1k tokens (SKILL.md is roughly 4.1k 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 19k tokens, read only when the agent opens those files.

What are the alternatives to Hehe Financial Analysis?

Skills that share tags, products or a category with Hehe Financial Analysis: China Market Open Data Search (OpenSenseNova/SenseNova-Skills, 5.7k stars), Supply-Chain Bottleneck Hunter (HKUDS/Vibe-Trading, 35k stars), Consulting Analysis (bytedance/deer-flow, 84k stars) and Itô Baskets Read-Only Data (affaan-m/ECC, 276k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Hehe Financial Analysis?

hexiaofeier (a GitHub user) maintains it in hexiaofeier/hehe-industry-research-skill-pack, which has 306 GitHub stars. The repository holds 13 skills in this directory. The repository was last updated on October 6, 2026.

Source: hexiaofeier/hehe-industry-research-skill-pack on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.