finance-financial-report-writer — Redactor de Informes Financieros

SkillCommerce & finance

This is a skill that lets your AI write financial reports. Each report is adapted to its intended audience, whether that is investors, a bank, a regulator, or management, and the financial ratios it includes come with written commentary so readers understand what the numbers mean.

Available today. Use it from your connected AI after setup.

After adding the skill, tell your AI who will be reading the report and share the financial figures you want covered. It will draft the report in a form suited to that audience, with the ratios explained in plain commentary.

Then ask your AI: use the finance-financial-report-writer — Redactor de Informes Financieros skill

What your AI can do with it

  • Write financial reports aimed at a specific audience
  • Adapt the report for investors, a bank, a regulator, or management
  • Explain financial ratios with written commentary
  • Adjust the report's focus to match what each audience needs to see

What this skill tells your AI

The instructions your AI receives, as published by gonzalezpazmonica/pm-workspace in .claude/skills/professional-domain/finance/finance-financial-report-writer/SKILL.md and read by ahel’s review.

Cuándo usar esta skill

  • Al preparar el informe financiero semestral o anual para inversores.
  • Al redactar el informe de gestión para el banco en un proceso de refinanciación.
  • Al preparar documentación para reguladores (CNMV, Banco de España, AEPD).
  • Al generar el commentary financiero para el informe anual corporativo.

Inputs requeridos

CampoDescripciónEjemplo
estados_financierosP&L, balance, cash flowEEFF del período
períodoPeríodo cubiertoFY2025 / H1 2026
audienciaDestinatario del informeinversores, banco, regulador, dirección
toneTono del informeoptimista, neutro, conservador
comparativaPeríodo(s) de referenciaAño anterior, budget, sector

Outputs producidos

  1. Informe estructurado — adaptado a la audiencia con todas las secciones requeridas
  2. Ratios financieros comentados — con fórmulas, tendencias y benchmark
  3. Análisis de tendencias — evolución multi-período
  4. Narrativa de outlook — perspectivas con tono adaptado a la audiencia

Restricción crítica para regulador

Para audiencia regulador: máxima formalidad, cero interpretaciones propias, cero proyecciones sin base verificable, referencia explícita a normativa aplicable en cada afirmación.

Disclaimer

Todo output incluye disclaimer financiero completo. Ver docs/rules/domain/professional-domain-disclaimer.md.

Relación con otras skills

  • Upstream: controlling-kpi-analyst + finance-cash-flow-analyst
  • Complementaria: finance-investment-analyst (para sección de inversiones del informe)

Signals

GitHub stars
50
Forks
12
Last commit
Sep 2026
Advanced
Catalog kind
skill
Gateway key
finance-financial-report-writer
Source
github.com/gonzalezpazmonica/pm-workspace