Financial Report Analyzer for Openclaw

A sophisticated AI agent skill that extracts key financial indicators from PDF reports and generates comprehensive visual analysis and investment insights.

hj2916
v1.0.0
Mar 28, 2026
0
848
0

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install financial-report-analyzer

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install financial-report-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 Financial Report Analyzer?

The Financial Report Analyzer is a specialized tool within the Openclaw Skills ecosystem designed for investors and analysts who need to process complex financial documents rapidly. It automates the tedious task of reading PDF balance sheets, income statements, and cash flow statements, converting raw text into structured data. By utilizing local processing, it ensures that sensitive financial research remains private and secure.

This skill is particularly optimized for Chinese A-share, Hong Kong (HKEX), and US-listed company reports. It doesn't just extract data; it performs advanced calculations to provide a holistic view of a company's profitability, growth, debt-paying ability, and operational efficiency, all while generating high-quality visualizations to support data-driven decision-making.

Financial Report Analyzer Use Cases

  • Rapid extraction of the 'Big Three' financial statements from annual or quarterly PDF reports.
  • Performing multi-period trend analysis by comparing several years of financial data.
  • Generating visual charts for revenue trends, profit margins, and asset structures for presentations.
  • Calculating complex financial ratios like ROE, ROA, and debt-to-asset ratios automatically.
  • Conducting initial due diligence on listed companies across different global exchanges.

How Financial Report Analyzer Works

  1. The user uploads one or more PDF financial reports to the agent environment.
  2. The skill executes a PDF extraction script using pdfplumber to convert document pages into machine-readable text.
  3. A specialized parsing engine identifies financial tables and labels, normalizing the data into a structured format.
  4. The analyzer calculates key performance indicators (KPIs) across four main dimensions: profitability, growth, solvency, and operations.
  5. Matplotlib and Pandas are used to generate PNG charts and a Markdown-formatted summary report including investment risk warnings.

Financial Report Analyzer Setup

To use this Openclaw Skills component, ensure you have Python installed with the necessary dependencies:

pip install pdfplumber pandas matplotlib numpy

To manually trigger the extraction and parsing workflow:

# Step 1: Extract text from PDF
python scripts/extract_pdf.py <path_to_report.pdf>

# Step 2: Parse financial data and calculate metrics
python scripts/parse_financial_data.py <extracted_text_file>

# Step 3: Generate visual charts
python scripts/generate_charts.py

Financial Report Analyzer Data Schema & Taxonomy

The skill organizes extracted data and generated assets into a structured directory for easy access:

Data Type Format Description
Raw Text .txt Intermediate output from the PDF extraction phase.
Financial Metrics .md / .json Structured calculation results (Revenue, Net Profit, ROE).
Visualizations .png Charts such as revenue_trend.png and cash_flow.png.
Analysis Report .md Final executive summary with risk disclosures and disclaimers.

Financial Report Analyzer Advanced Features

  • Multi-period comparison support for identifying year-over-year (YoY) growth and anomalies.
  • Local-only data processing architecture to maintain strict privacy without external API calls.
  • Automated anomaly detection to flag unusual fluctuations in financial indicators.
  • Support for custom reporting templates via Markdown references for professional output styling.

SKILL.md


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