An automated tool for extracting financial data and calculating core performance metrics from Excel and CSV statements.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install finance-analyzer
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install finance-analyzer using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Finance Analyzer?
The Finance Analyzer is a robust technical solution designed for Openclaw Skills that automates the tedious process of parsing financial documents. It intelligently recognizes Income Statements, Balance Sheets, and Cash Flow Statements in both English and Chinese, extracting critical line items without manual data entry.
By leveraging the power of Openclaw Skills, this tool provides developers and analysts with an immediate breakdown of a company's financial health. It goes beyond simple data extraction by performing complex calculations for profitability and efficiency ratios, ensuring that users get actionable insights rather than just raw numbers.
Finance Analyzer Use Cases
- Automated extraction of financial data from corporate Excel (.xlsx, .xls) or CSV reports.
- Instant calculation of key performance indicators like ROE, ROA, gross margin, and net margin.
- Benchmarking financial health against industry standards using built-in reference guides.
- Streamlining due diligence and financial audits by converting spreadsheets into structured JSON data.
How Finance Analyzer Works
- Input Identification: The agent detects a provided financial file and verifies the format (Excel or CSV).
- Environment Preparation: Required dependencies like pandas and openpyxl are verified and installed.
- Automated Parsing: A specialized Python script identifies statement types using keyword matching and content-based detection.
- Metric Calculation: The system extracts specific line items to compute financial ratios and metrics.
- Data Presentation: Results are delivered in a structured table format including formulas, component breakdowns, and professional interpretations.
Finance Analyzer Setup
To use this Finance Analyzer skill within Openclaw Skills, ensure your environment is ready with the following steps:
# Install necessary Python libraries
pip install pandas openpyxl
# Run the analysis on your financial file
python3 {SKILL_DIR}/scripts/analyze_financials.py <path_to_your_file>
Finance Analyzer Data Schema & Taxonomy
The skill generates a structured output to ensure clarity and further programmatic use:
| Data Object | Description |
|---|---|
| parsed_data | Raw extracted values categorized by statement type (Income, Balance, Cash Flow). |
| metrics | Calculated ratios (ROE, ROA, etc.) including the specific formulas used. |
| warnings | Logs of missing line items or sheets that could not be automatically identified. |
| metadata | Details on file units (e.g., Yuan, Millions) and detected sheet names. |
Finance Analyzer Advanced Features
- Multi-language support for headers in both Chinese and English.
- Targeted sheet analysis using the
--sheetargument for complex workbooks. - Structured JSON export functionality for integration into larger data pipelines.
- Contextual analysis support utilizing the DuPont framework for deeper financial insights.
- Unit normalization to handle varied reporting scales (e.g., Thousands vs. Millions).
SKILL.md
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