Financial Statement Analysis Template
A structured template for analysing financial statements using AI. Work through balance sheets, P&L statements, and cash flow in minutes.
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Why This Matters
Reading a balance sheet, P&L, and cash flow statement without a structure to follow is how most people give up on fundamental analysis entirely. This template gives AI the job of walking through each statement methodically, so you get a clear read on a company's financial health in minutes instead of getting lost in rows of numbers.
What's Inside
The balance sheet framework checks liquidity, debt levels, and asset quality. The P&L ratio breakdown template surfaces margin trends and profitability. The cash flow health checklist catches the difference between a company that looks profitable on paper and one that's actually generating real cash. Year-over-year comparison prompts show you the trend, not just a single snapshot, and the red flag detection guide flags the specific warning signs that matter.
"Here are [company]'s balance sheet figures for the last 2 years: [paste data]. Assess the trend in liquidity and debt, and flag anything concerning."
"Compare [company]'s net income to its operating cash flow over the last 3 years. If there's a large or growing gap between the two, explain what that could mean."
Who This Is For
Investors who want to go beyond headlines and actually understand whether a company's numbers hold up, without needing an accounting background.
FAQ
Is this really free?
Yes, completely free. Enter your name and email and you'll get instant access, no credit card required.
Where do I get the financial statement data to use with these prompts?
Most companies publish these in their annual reports or quarterly filings, and platforms like the company's investor relations page or financial data sites like Screener or Yahoo Finance make it easy to pull the numbers.