claude

pm-investing-literacy

Financial literacy for reading company accounts: a beginner's tutor for an uploaded annual report, an audited-boundary check on every headline figure, a profit-to-cash walk with the arithmetic shown, a same-definitions comparison of two companies, and a vocabulary explainer anchored to the document. Every figure carries a page reference and anything missing is marked not disclosed. Educational — not financial advice; decisions with real money belong with a regulated adviser.

1,544 on GitHubby Mohit Aggarwalv1.0.0MITupdated yesterdayproductivity
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Plugin pm-investing-literacy from marketplace pm-claude-skills in mohitagw15856/pm-claude-skills. Commands read from the repo's manifest — yesterday.

What it installs

Skills (5)

  • annual-report-tutor

    Use when asked to walk me through an annual report, teach me to read this 10-K, explain a company's accounts to a beginner, or tutor me on the financial statements in an uploaded report. Walks a beginner up a fixed six-rung ladder — statement map, balance sheet line by line, operating profit to free

  • audited-boundary-check

    Use when asked to check whether a figure is audited, which headline numbers sit outside the audited accounts, what 'adjusted' or 'underlying' means in this report, or who is vouching for the numbers in the highlights. For every headline figure in the highlights, chairman's statement and CEO review o

  • company-compare-same-definitions

    Use when asked to compare two annual reports, put two companies from the same sector side by side, or check whether two companies' adjusted numbers mean the same thing. Takes two uploaded annual reports from one sector and compares them on five ratios computed with identical definitions from audited

  • investing-vocabulary-explainer

    Use when asked what a term means in an annual report, to explain EBITDA, goodwill, free cash flow, working capital or diluted EPS, or to define any investing or accounting word in plain English, ideally in the context of an uploaded report. Explains each term the user gives, anchored to the specific

  • profit-to-cash-walk

    Use when asked to reconcile operating profit to free cash flow, walk from EBIT to FCF, explain why profit and cash differ in this report, or show a company's cash conversion from its own accounts. Takes operating profit from an uploaded annual report and walks line by line to free cash flow using th

View source on GitHub mohitagw15856.github.io

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