What does this skill do?

The Simplified Financial Analyzer Skill acts as a financial advisor that breaks down your income and expenses, calculates your actual profit after subtracting all costs, and identifies issues such as disproportionate expenses or reliance on a single source of income. Based on your data for the period, it generates a structured report with actionable recommendations to optimize your business’s profitability.

Quarterly Analysis
Break down your revenue and expenses for a quarter to see your cash flow and actual profitability.
Calculation of Net Income
Subtract all expenses from the revenue to calculate the exact profit for the period under review.
Risk Detection
Identify disproportionate expenses, reliance on a single source of income, and other financial risks.
Actionable improvements
Get practical, straightforward recommendations for optimizing costs and increasing profitability.

Usage examples

📊 Quarterly Analysis
You are a financial advisor. Revenue: Product sales €5,000, consulting services €2,000. Expenses: Rent €1,000, supplies €800, marketing €500, software €200. Provide an analysis, actual profit, problems, and areas for improvement.
🧑‍💻 Monthly Freelancer
Analyze my finances for this month: income from a web project—€1,500—and maintenance—€300. Expenses: SaaS—€150, internet—€50, self-employed tax—€290. Tell me my actual profit and give me some recommendations.
⚠️ Risk Detection
I have a single client who accounts for 80% of my income. Fixed expenses: €2,000/month. Analyze my financial situation and tell me what risks I face.
💡 Cost Optimization
My income is €8,000, but my expenses are €7,500. Please break down where I can cut costs to improve my business's profitability.

Features

Breakdown of Revenue and Expenses Analyze revenue and expenses for the period to clearly show cash flow.
Calculation of Actual Profit Subtract all recipe costs to get the exact net profit.
Identifying Financial Problems Identify disproportionate expenses, reliance on a single source of income, and financial risks.
Actionable Recommendations It proposes practical and straightforward improvements to optimize costs and increase profitability.
Structured Report It returns a report with four sections: analysis, benefits, problems, and improvements.

Frequently asked questions

No. This skill works only with Claude. You just need to provide your income and expense data for the period you want to analyze.
Yes. You can enter data for a month, a quarter, a year, or any other time period you prefer. The skill adapts to the data you provide.
Yes. It's useful both for freelancers who manage their monthly income and for businesses with multiple sources of income and expenses.
Yes. The skill is open source under the MIT license, and you can adapt it to the specific needs of your business.
Simplified Financial Analyzer — Real Profitability with Claude AI

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