AI for Financial Analysis · Lesson 1
Analyzing Financial Statements with Claude
How to upload P&L, balance sheets, and cash flow statements to Claude, extract key ratios (ROE, current ratio, D/E, gross margin), analyze trends, and automatically detect red flags.
Practical exercise
What to do after this lesson
Take the annual report of any public company (from ir.company.com or SEC EDGAR). Copy the P&L and balance sheet. Paste into the prompt from this lesson and get a full ratio analysis. Compare the result with broker analyst reports for the same company.
Task grader
Take the annual report of any public company (from ir.company.com or SEC EDGAR). Copy the P&L and balance sheet. Paste into the prompt from this lesson and get a full ratio analysis. Compare the result with broker analyst reports for the same company.
Ready-to-use prompt
Template for this lesson
Copy and adapt to your context. Text in angle brackets should be replaced.
Analyze this financial statement and calculate the following ratios: 1. Gross Margin = Gross Profit / Revenue 2. Operating Margin = Operating Income / Revenue 3. Current Ratio = Current Assets / Current Liabilities 4. Debt-to-Equity = Total Debt / Shareholders' Equity 5. ROE = Net Income / Shareholders' Equity For each ratio: current value, YoY change, and whether it's a RED FLAG (outside industry norms). Industry: [INDUSTRY]. Financial Statement: [PASTE HERE] Note: This analysis is for informational purposes only and does not constitute investment advice.