financial-charts

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Create professional financial charts and visualizations using Python/Plotly. Use when building Sankey diagrams (income statement flows, revenue breakdowns), waterfall charts (profit walkdowns, revenue bridges), bar charts (margin comparisons, segment breakdowns), or line charts (trend analysis, multi-company comparisons). Triggers on chart creation requests, financial visualization needs, or data presentation tasks.

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Sourcepedro-mello30/stock-analyst

Added on2026-02-13

NPX Install

npx skill4agent add pedro-mello30/stock-analyst financial-charts

SKILL.md Content

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Financial Charts

Create publication-quality financial visualizations: Sankey flows, waterfalls, bar charts, and line charts.

Quick Reference

Need	Function	Script
Income statement flow	`create_income_statement_sankey()`	`sankey_chart.py`
Profit walkdown	`create_profit_walkdown()`	`waterfall_chart.py`
Revenue bridge	`create_revenue_bridge()`	`waterfall_chart.py`
Margin comparison	`create_margin_comparison_chart()`	`bar_chart.py`
Revenue segments	`create_revenue_segment_chart()`	`bar_chart.py`
Trend analysis	`create_trend_chart()`	`line_chart.py`
Multi-line comparison	`create_multi_line_chart()`	`line_chart.py`

Workflow

Identify chart type from Quick Reference
Prepare data in required format
Select theme (default, corporate, dark, apple, tech, financial, minimal)
Run script with parameters
Output as .png, .html, or .pdf

Example: Income Statement Sankey

Creates a flow diagram like Apple's FY22 visualization (see

assets/chart-example.png

):

python

from scripts.sankey_chart import create_income_statement_sankey

create_income_statement_sankey(
    revenue_sources={
        "iPhone": 205.5e9,
        "Mac": 40.2e9,
        "iPad": 29.3e9,
        "Wearables": 41.2e9,
        "Services": 78.1e9,
    },
    cost_of_revenue=223.6e9,
    operating_expenses={"R&D": 26.2e9, "SG&A": 25.1e9},
    other_expenses={"Tax": 19.3e9, "Other": 0.3e9},
    company_name="Apple",
    fiscal_period="FY22",
    theme="apple",
    output_path="apple_income_flow.png",
)

Example: Waterfall Chart

python

from scripts.waterfall_chart import create_profit_walkdown

create_profit_walkdown(
    revenue=100e6,
    cost_of_goods_sold=60e6,
    operating_expenses={"R&D": 10e6, "SG&A": 15e6},
    other_items={"Tax": -3e6},
    title="Q4 Profit Walkdown",
    output_path="walkdown.png",
)

Themes

All scripts accept

theme

parameter:

```
default
```
- Professional blue/green
```
corporate
```
- Traditional business
```
dark
```
- Dark mode dashboards
```
apple
```
- Apple-style clean
```
tech
```
- Modern tech
```
financial
```
- Banking style
```
minimal
```
- Grayscale with accents

Dependencies

bash

pip install plotly kaleido

Extended Reference

For detailed API, all parameters, and advanced customization, see

references/chart-guide.md

.