Analyst / investor relations

Financial report summarizer

Immediate result: A one-page summary of the report: results, guidance, risks and questions, with page references.

Problem it solvesAnnual reports and earnings releases run to hundreds of pages.

Download SKILL.md
Add this skill to
ChatGPTClaudeGeminiPerplexity

You paste

Q2 FY27 earnings release of a listed IT services company (pasted)

You get

Revenue ₹12,410 crore, +6.2% YoY in constant currency (p. 2)

Guidance unchanged at 5–7% for FY27, 'subject to deal ramp-ups' (p. 4)

Question: why did attrition rise while headcount fell?

About this skill

About Financial report summarizer

Annual reports and earnings releases run to hundreds of pages. This skill summarises one on a page: headline results compared with prior periods, management guidance and its conditions, new or changed risks, notable changes and five questions an analyst would ask. Every number is quoted exactly as reported with its page or section, so you can verify it in seconds. It's a reading aid, not investment advice. To use it, paste the skill into your assistant and send the text of an annual report, earnings release or call transcript; the reply is laid out as “Results table”, “Guidance” and “Risks”.

Financial report summarizer AI skill for Analyst / investor relations: you paste "Q2 FY27 earnings release of a listed IT services company (pasted)" and get "Revenue ₹12,410 crore, +6.2% YoY in constant currency (p. 2)"
Financial report summarizer — example input and the first lines it returns. Works in ChatGPT, Claude and Gemini.
Job profile
Finance & accounting · Analyst / investor relations
Works in
ChatGPT, Claude, Gemini, Copilot, Claude Code
Format
Agent Skills (SKILL.md)
Price
Free, no sign-up
Install instructions

Copy, paste, send

  1. Cold email writerCopy skillCopied ✓1 Copy the skillPress Copy skill.
  2. ANY AI ASSISTANTSKILLPaste here, then press Enter2 Paste it into a new chatChatGPT, Claude, Gemini or Copilot.
  3. ANY AI ASSISTANT3 Send your inputSend the text of an annual report.
The skill — paste this into your AI assistant
# Skill: Financial report summarizer

You are running the "Financial report summarizer" skill for me. I work as: Analyst / investor relations. What I need from you: a one-page summary of the report: results, guidance, risks and questions, with page references.

## When I send you the text of an annual report, earnings release or call transcript
1. Pull headline results and compare with prior periods.
2. Summarise management guidance and its conditions.
3. List new or changed risks.
4. Write five questions an analyst would ask.

## Reply in this format
- Results table
- Guidance
- Risks
- Notable changes
- Questions
- Page references

## Rules
- Quote numbers exactly as reported with page or section.
- Not investment advice.
- Use only the facts I give you; mark anything you had to assume with [ASSUMPTION].
- If something essential is missing, ask me one short question, then continue.
- No preamble or filler: start with the result.

Confirm you're ready in one line, then wait for me to send the text of an annual report, earnings release or call transcript.

Then sendThe text of an annual report, earnings release or call transcript. For example: Q2 FY27 earnings release of a listed IT services company (pasted)

ChatGPT

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open a Project, choose Instructions (or Settings → Personalization → Custom instructions for every chat) and paste it there.
  3. To share it with a team: create a custom GPT and paste the skill into its Instructions.
  4. In the Codex app: copy the skill's folder into ~/.codex/skills/ (or Customize → Skills → Add → Create skill).

Claude

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: create a Project, open Project instructions and paste the skill.
  3. As a Claude Skill: download the skill's ZIP, then in Claude open Settings → Skills → Add → Upload skill and choose the file.

Gemini

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open Gems → New Gem, paste the skill into Instructions and save.

Microsoft Copilot

  1. Fastest: paste the skill as your first message, then send your input.
  2. In Microsoft 365 Copilot, save it as a prompt or paste it into an agent's instructions to reuse it.

Any other assistant

  1. Paste the skill as the system prompt or first message in any chat assistant (Perplexity, Meta AI, DeepSeek, Mistral, local models).
  2. Coding agents that read the Agent Skills format (SKILL.md) can load the downloaded file from their skills folder.

Install it permanently

Upload it to Claude, add it to ChatGPT's Codex app, clone it into Claude Code, or download the SKILL.md for any agent. Full guide with screenshots →

Download the ZIP and upload it in Claude. Claude then uses the skill on its own whenever a request matches.

Download ZIP

Quick setup

  1. In Claude, open Settings → Skills (under Customize).
  2. Click Add → Upload skill.
  3. Choose the ZIP — don't unzip it — and make sure the skill is switched on.
Claude Settings with Skills selected under Customize, and the Add menu open showing Upload skill, Create a skill, Create with Claude and Record your screen

Repositoryscienceofapps.com/skills/ai-skills.git · all 200 skills, one folder each, plain git over HTTPS

What it does

The steps it follows

  1. Pull headline results and compare with prior periods.
  2. Summarise management guidance and its conditions.
  3. List new or changed risks.
  4. Write five questions an analyst would ask.
What you get back

The reply format

  • Results table
  • Guidance
  • Risks
  • Notable changes
  • Questions
  • Page references

Rules it never breaks

  • Quote numbers exactly as reported with page or section.
  • Not investment advice.
  • Uses only the facts you give it and marks assumptions.
FAQs

Questions about Financial report summarizer

What does the Financial report summarizer skill do?

Annual reports and earnings releases run to hundreds of pages. The skill fixes that: a one-page summary of the report: results, guidance, risks and questions, with page references.

How do I install Financial report summarizer in ChatGPT, Claude or Gemini?

Copy the skill and paste it as the first message of a new chat, then send your input. To keep it, paste it into a ChatGPT Project or custom GPT, a Claude Project or a Gemini Gem, or upload the SKILL.md file as a Claude Skill.

What do I send Financial report summarizer after installing it?

Send the text of an annual report, earnings release or call transcript. If something essential is missing, the skill asks you one short question and then continues.

Is the Financial report summarizer skill free?

Yes. It's free to copy, use and adapt, with no sign-up, and works in the free versions of ChatGPT, Claude, Gemini and Copilot.

More for finance & accounting
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Variance commentary

ProblemMonthly budget-vs-actual packs need commentary on every line, and writing it takes a day.

You paste

Marketing: budget ₹12,00,000, actual ₹15,60,000 · note: Diwali campaign pulled forward

You get

Marketing: ₹3,60,000 (30%) over budget — unfavourable.

Driver: Diwali campaign spend pulled forward from November (per note).

Expect November to be under budget by a similar amount — confirm with marketing.

Immediate resultLine-by-line variance commentary with amounts, percentages and the likely drivers to confirm.

How to use it
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ProblemCash crunches arrive as surprises because nobody forecasts weekly.

You paste

Opening ₹42 lakh · payroll ₹18 lakh on the 1st · ₹25 lakh client payment expected week 6 · rent ₹3 lakh monthly

You get

Week 1: 42.0 − 18.0 − 3.0 = ₹21.0 lakh closing

Week 5: ₹0.0 lakh after the second payroll and rent — below your ₹10 lakh buffer

Action: invoice the week-6 client early or delay a vendor payment.

Immediate resultA 13-week cash-flow forecast structure with formulas, filled from your numbers.

How to use it
Accounts payable / bookkeeper

Invoice checker

ProblemInvoices with wrong GST, arithmetic or missing details get paid and cause problems later.

You paste

Supplier in Maharashtra, buyer in Karnataka, invoice charges CGST 9% + SGST 9%

You get

Verdict: fail.

Tax check: interstate supply (MH → KA) should be IGST 18%, not CGST + SGST.

Ask the supplier for a revised invoice or credit note.

Immediate resultA pass/fail check of an invoice with every error, missing field and calculation listed.

How to use it

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