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Found 27 Skills
Search for financial reports using Exa advanced search. Near-full filter support for finding SEC filings, earnings reports, and financial documents. Use when searching for 10-K filings, quarterly earnings, or annual reports.
Full three-statement financials (IS / BS / CF) for listed companies via Longbridge — income statement, balance sheet, cash flow statement; annual / semi-annual / quarterly periods. Use this skill to fetch raw financial data. For deep analysis (DuPont, accruals, fraud flags) use longbridge-financial-analysis; for health scoring use longbridge-financial-checkup. Triggers: "财务报表", "三张表", "利润表", "资产负债表", "现金流量表", "三表模型", "季报", "年报", "财报数据", "財務報表", "三張表", "利潤表", "資產負債表", "現金流量表", "三表模型", "季報", "年報", "財報數據", "financial statements", "income statement", "balance sheet", "cash flow statement", "three financial statements", "annual report data", "quarterly financials", "TSLA.US financials", "700.HK balance sheet".
Use this skill when preparing P&L statements, balance sheets, cash flow reports, board decks, or KPI dashboards. Triggers on financial statements, P&L, balance sheet, cash flow statement, board reporting, KPI dashboards, investor reporting, and any task requiring financial report preparation or presentation.
Specialized for in-depth analysis of listed companies' financial reports (such as annual reports, quarterly reports). This skill can automatically extract key financial indicators, calculate core financial ratios, generate visual charts, and produce professional financial analysis reports combined with industry background.
Deep financial statement analysis for listed companies via Longbridge — cross-statement reconciliation (IS↔BS↔CF), DuPont decomposition (ROE = net margin × asset turnover × equity multiplier), earnings-quality scoring (accrual ratio), and 10-item financial fraud red-flag checklist. Builds on raw data from longbridge-financial-report. Triggers: "三表勾稽", "杜邦分析", "杜邦拆解", "盈利质量", "应计利润", "财务造假", "财报深度", "财务红旗", "三表分析", "財務深度", "三表勾稽", "杜邦分析", "盈利質量", "應計利潤", "財務造假", "財報深度", "財務紅旗", "DuPont analysis", "accrual ratio", "earnings quality", "financial fraud red flags", "cross-statement reconciliation", "three-statement analysis".
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.
Post-earnings analysis skill — generates institutional-grade earnings update reports (8–12 page DOCX) and structured conversation summaries for companies under coverage. Covers beat/miss analysis, segment breakdown, margin trends, guidance assessment, updated estimates, and valuation. Supports US, HK, and A-share markets. Use this skill whenever the user wants a post-earnings analysis or quarterly-results writeup, even if they do not say "earnings update" verbatim. Triggers: "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "earnings report", "post-earnings analysis", "beat/miss", "guidance update", "财报分析", "业绩更新", "季度业绩", "季报", "年报", "盈利分析", "财报点评", "財報分析", "業績更新", "季度業績", "季報", "年報", "財報點評".
Analyze financial reports of listed companies (US, Japanese, Hong Kong, and A-share markets) and generate valuation analysis and investment reports
Expert-level accounting, tax, financial reporting, and accounting systems
Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
Download sales, trends, financial, and analytics reports from App Store Connect using the `asc` CLI tool. Use this skill when: (1) Downloading sales reports: "asc sales-reports download --vendor-number ... --report-type SALES ..." (2) Downloading finance reports: "asc finance-reports download --vendor-number ... --report-type FINANCIAL ..." (3) Analytics reports: "asc analytics-reports request/list/reports/instances/segments" (4) Checking app sales, revenue, downloads, subscriptions, proceeds, or analytics (5) User says "download my sales report", "show sales data", "get financial report", "check my app revenue", "how many downloads", "subscription metrics", "app analytics", "app usage data", "engagement metrics"