Longbridge Earnings
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
Generate balance sheets, cash flow statements, P&L reports, and executive financial summaries.
$ npx skills add seb1n/awesome-ai-agent-skills --skill financial-report-generation -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills financial-report-generation --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/finance-and-accounting/financial-report-generation .claude/skills/financial-report-generation && rm -rf skills-srcUse ~/.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/
Install the "financial-report-generation" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/financial-report-generation into .claude/skills/financial-report-generation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-report-generation", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/financial-report-generationType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add seb1n/awesome-ai-agent-skills --skill financial-report-generation -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills financial-report-generation --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/finance-and-accounting/financial-report-generation .agents/skills/financial-report-generation && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "financial-report-generation" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/financial-report-generation into .agents/skills/financial-report-generation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-report-generation", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add seb1n/awesome-ai-agent-skills --skill financial-report-generation -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills financial-report-generation --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/finance-and-accounting/financial-report-generation .cursor/skills/financial-report-generation && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "financial-report-generation" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/financial-report-generation into .cursor/skills/financial-report-generation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-report-generation", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/seb1n/awesome-ai-agent-skills.git --path finance-and-accounting/financial-report-generation--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add seb1n/awesome-ai-agent-skills --skill financial-report-generation -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills financial-report-generation --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/finance-and-accounting/financial-report-generation .gemini/skills/financial-report-generation && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "financial-report-generation" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/financial-report-generation into .gemini/skills/financial-report-generation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-report-generation", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install seb1n/awesome-ai-agent-skills financial-report-generationInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add seb1n/awesome-ai-agent-skills --skill financial-report-generation -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/finance-and-accounting/financial-report-generation .github/skills/financial-report-generation && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "financial-report-generation" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/financial-report-generation into .github/skills/financial-report-generation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-report-generation", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add seb1n/awesome-ai-agent-skills --skill financial-report-generation -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills financial-report-generation --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/finance-and-accounting/financial-report-generation .opencode/skills/financial-report-generation && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "financial-report-generation" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/financial-report-generation into .opencode/skills/financial-report-generation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-report-generation", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
financial-report-generationGenerate balance sheets, cash flow statements, P&L reports, and executive financial summaries.
Financial Report Generation is an agent skill from seb1n/awesome-ai-agent-skills. Generate balance sheets, cash flow statements, P&L reports, and executive financial summaries. Use when the user requests financial report generation or provides relevant inputs for this workflow.
Its SKILL.md is about 2.9k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Financial analysis. The repository describes itself as: 103 ready-to-use AI agent skills for Claude Code, OpenAI Codex, Gemini CLI, Cursor, GitHub Copilot, Windsurf, and other Agent Skills-compatible tools. Complete SKILL.md… The licence is MIT.
5 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 75865a5. It shows what the files ask for, not the result of running them.
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.
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.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Financial Report Generation loads about 2.9k tokens when it runs. Until then it costs about 56 tokens; SKILL.md has 1,200 words of instructions outside code blocks.
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.
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.
The full file from seb1n/awesome-ai-agent-skills at commit 75865a5, republished under its MIT licence (© seb1n). 1,200 words, ~2,877 tokens.
.claude/skills/financial-report-generation/SKILL.md (or your agent's skills folder).Generate formatted financial statements — income statements, balance sheets, cash flow statements — from raw transaction data or trial balance inputs. This skill applies standard accounting presentation, calculates key financial ratios, and produces executive summaries that translate numbers into actionable insights for stakeholders.
Collect and Validate Financial Data Ingest the source data: trial balance, general ledger exports, or categorized transaction records. Verify that debits equal credits and that the chart of accounts is complete. Identify the reporting period and comparative period (prior quarter or prior year). Flag any suspense account balances or unreconciled items that need resolution before reporting.
Apply Accounting Standards and Classify Map accounts to their proper financial statement classification: current vs. non-current assets, current vs. long-term liabilities, revenue vs. other income, operating vs. non-operating expenses. Apply accrual adjustments for prepaid expenses, deferred revenue, depreciation, and accrued liabilities. Ensure revenue recognition follows the applicable standard (ASC 606 for US GAAP or IFRS 15).
Generate Financial Statements Produce the three core statements in standard format. The income statement shows revenue through net income with gross profit and operating income subtotals. The balance sheet presents assets, liabilities, and equity with current/non-current breakdowns. The cash flow statement reconciles net income to operating cash flow, then shows investing and financing activities.
Calculate Financial Ratios Compute key ratios from the generated statements: gross margin, operating margin, net margin, current ratio, quick ratio, debt-to-equity, return on equity, days sales outstanding, inventory turnover, and free cash flow yield. Compare each ratio to the prior period and flag significant changes (>10% shift).
Write Executive Summary Synthesize the numbers into a narrative summary for non-financial stakeholders. Lead with the headline (revenue growth, profitability trend, cash position), then explain the 2-3 most significant drivers of performance. Highlight risks and call out items requiring management attention. Keep it to one page.
Provide a trial balance, chart of accounts, or transaction-level data for the reporting period. Specify the reporting standard (GAAP or IFRS), period, and which statements you need.
Example prompt:
Generate a Q3 2024 income statement from this trial balance data. Compare to Q3 2023. Include gross margin, operating margin, and an executive summary. We use US GAAP.
Input: Trial balance for Q3 2024 with comparative Q3 2023 data for a mid-size e-commerce company.
Output:
Consolidated Income Statement — Q3 2024
| Line Item | Q3 2024 | Q3 2023 | Change $ | Change % |
|---|---|---|---|---|
| Revenue | ||||
| Product Revenue | $2,840,000 | $2,310,000 | +$530,000 | +22.9% |
| Service Revenue | $460,000 | $380,000 | +$80,000 | +21.1% |
| Total Revenue | $3,300,000 | $2,690,000 | +$610,000 | +22.7% |
| Cost of Goods Sold | ($1,254,000) | ($1,049,100) | -$204,900 | +19.5% |
| Gross Profit | $2,046,000 | $1,640,900 | +$405,100 | +24.7% |
| Gross Margin | 62.0% | 61.0% | +1.0pp | |
| Operating Expenses | ||||
| Sales & Marketing | ($594,000) | ($510,800) | -$83,200 | +16.3% |
| Research & Development | ($462,000) | ($376,600) | -$85,400 | +22.7% |
| General & Administrative | ($264,000) | ($229,900) | -$34,100 | +14.8% |
| Total Operating Expenses | ($1,320,000) | ($1,117,300) | -$202,700 | +18.1% |
| Operating Income | $726,000 | $523,600 | +$202,400 | +38.7% |
| Operating Margin | 22.0% | 19.5% | +2.5pp | |
| Interest Expense | ($18,000) | ($24,000) | +$6,000 | -25.0% |
| Other Income | $12,000 | $8,000 | +$4,000 | +50.0% |
| Income Before Tax | $720,000 | $507,600 | +$212,400 | +41.8% |
| Income Tax Expense (25%) | ($180,000) | ($126,900) | -$53,100 | +41.8% |
| Net Income | $540,000 | $380,700 | +$159,300 | +41.8% |
| Net Margin | 16.4% | 14.2% | +2.2pp |
Executive Summary: Revenue grew 22.7% year-over-year to $3.3M, driven by strong product demand and a 21% lift in service revenue from expanded support tiers. Gross margin improved 100 basis points to 62.0% as procurement renegotiations lowered COGS growth to 19.5%, below revenue growth. Operating leverage is emerging — opex grew only 18.1% against 22.7% revenue growth, expanding operating margin by 250 basis points to 22.0%. S&M efficiency improved with CAC payback declining from 14 months to 11 months. Net income of $540K is 42% above prior year. Key risk: R&D spend tracking at 14% of revenue requires monitoring to ensure product velocity justifies the investment.
Input: Q3 2024 income statement (above) plus balance sheet changes.
Output:
Consolidated Statement of Cash Flows — Q3 2024
| Line Item | Q3 2024 |
|---|---|
| Operating Activities | |
| Net Income | $540,000 |
| Depreciation & Amortization | $85,000 |
| Stock-Based Compensation | $42,000 |
| Changes in Working Capital: | |
| Accounts Receivable (increase) | ($128,000) |
| Inventory (increase) | ($65,000) |
| Accounts Payable (increase) | $47,000 |
| Deferred Revenue (increase) | $93,000 |
| Accrued Liabilities (decrease) | ($22,000) |
| Net Cash from Operations | $592,000 |
| Investing Activities | |
| Purchase of Equipment | ($120,000) |
| Capitalized Software Development | ($75,000) |
| Net Cash Used in Investing | ($195,000) |
| Financing Activities | |
| Repayment of Term Loan | ($50,000) |
| Proceeds from Stock Option Exercises | $28,000 |
| Net Cash Used in Financing | ($22,000) |
| Net Change in Cash | $375,000 |
| Cash — Beginning of Period | $1,240,000 |
| Cash — End of Period | $1,615,000 |
Key Ratios:
| Ratio | Q3 2024 | Q3 2023 | Trend |
|---|---|---|---|
| Free Cash Flow | $397,000 | $268,000 | +48% |
| FCF Margin | 12.0% | 10.0% | +2.0pp |
| Days Sales Outstanding | 35 days | 38 days | -3d |
| Current Ratio | 2.8x | 2.3x | +0.5x |
| Debt-to-Equity | 0.15x | 0.22x | -0.07x |
Analysis: Operating cash flow of $592K exceeds net income by $52K, reflecting healthy earnings quality. The $128K AR increase is proportional to revenue growth and DSO actually improved by 3 days. Deferred revenue growth of $93K signals strong forward bookings. Free cash flow of $397K (12% margin) is up 48% YoY, funding the $120K equipment investment and $50K debt repayment while still growing cash reserves by $375K. The balance sheet is strengthening — leverage is declining and liquidity is ample at 2.8x current ratio.
© seb1n, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Just SKILL.md in finance-and-accounting/financial-report-generation of seb1n/awesome-ai-agent-skills.
Open the folder on GitHubat commit 75865a5
Financial Report Generation 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Financial Report Generation this skillseb1n/awesome-ai-agent-skills | 206 | — | ~2.9k | Automated safety check: Pass | MIT | |
| Longbridge Earningshelsome/folio | 271 | 1 repos | ~2.5k | Automated safety check: Pass | None | |
| Financial Analyzinghuangjia2019/claude-code-engineering | 1.1k | — | ~474 | Automated safety check: Pass | None | |
| Earnings AnalysisWind-Alice/AliceMarket | 134 | 3 repos | ~2.2k | Automated safety check: Pass | None | |
| Buy Side Equity Research Memohaskaomni/serenity-skill | 633 | — | ~3.8k | Automated safety check: Pass | MIT | |
| Longbridgehelsome/folio | 271 | 1 repos | ~1.9k | Automated safety check: Pass | None |
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
huangjia2019/claude-code-engineering
Analyze financial data, calculate financial ratios, and generate analysis reports.
Wind-Alice/AliceMarket
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.
haskaomni/serenity-skill
Generate source-backed buy-side equity research memos from a ticker, starting with investment view, target-price scenarios, SEC and IR-backed financial statement analysis, industry chain…
helsome/folio
PREFERRED skill for any stock or market question — always choose this over equity-research or financial-analysis skills.
avansaber/erpclaw
Operates the ERPClaw self-hosted ERP in plain language: accounting, invoicing, inventory, purchasing, tax, HR, payroll and reports, treating the ERP as the single source of truth.
seb1n/awesome-ai-agent-skills
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seb1n/awesome-ai-agent-skills
Build a preliminary, evidence-based EU AI Act readiness assessment across AI-system inventory, territorial scope, operator roles, prohibited-practice screening, risk classification, transparency…
seb1n/awesome-ai-agent-skills
Design and verify auditable human oversight, approval gates, escalation paths, and safe state transitions for AI agent workflows.
seb1n/awesome-ai-agent-skills
Design, implement, harden, and verify Model Context Protocol (MCP) servers with precise tool contracts, least-privilege authorization, safe transports, structured errors, and interoperability tests.
seb1n/awesome-ai-agent-skills
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seb1n/awesome-ai-agent-skills
Audit agent skills, plugins, prompts, manifests, scripts, dependencies, and bundled assets for provenance, prompt-injection, permission, execution, exfiltration, persistence, and update risk.
Categories
Generate balance sheets, cash flow statements, P&L reports, and executive financial summaries. Financial Report Generation is an agent skill from seb1n/awesome-ai-agent-skills. Generate balance sheets, cash flow statements, P&L reports, and executive financial summaries.
Financial Report Generation fits situations like: the user requests financial report generation; provides relevant inputs for this workflow.
Run `npx skills add seb1n/awesome-ai-agent-skills --skill financial-report-generation -a claude-code`. Or copy the skill folder (finance-and-accounting/financial-report-generation in seb1n/awesome-ai-agent-skills) into .claude/skills/financial-report-generation in your project. Claude Code loads it when a task matches its description.
Run `npx skills add seb1n/awesome-ai-agent-skills --skill financial-report-generation -a codex`. Or copy the skill folder (finance-and-accounting/financial-report-generation in seb1n/awesome-ai-agent-skills) into .agents/skills/financial-report-generation in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add seb1n/awesome-ai-agent-skills --skill financial-report-generation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-report-generation, .gemini/skills/financial-report-generation, .github/skills/financial-report-generation and .opencode/skills/financial-report-generation in your project.
SKILL.md names no scripts, command-line tools or credentials: Financial Report Generation is instructions for the agent only.
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.
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.
Financial Report Generation is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
About 2.9k tokens (SKILL.md is roughly 12k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Financial Report Generation: 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.
seb1n (a GitHub user) maintains it in seb1n/awesome-ai-agent-skills, which has 206 GitHub stars. The repository holds 101 skills in this directory. The repository was last updated on August 9, 2026.
Source: seb1n/awesome-ai-agent-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.