Finance Templates
Pre-built workflow templates for financial analysis, risk assessment, due diligence, and reporting.
financial-analysis-v1
Financial Statement Analysis -- Parses financial statements, calculates ratios, identifies trends, and produces an analyst report.
| Property | Value |
|---|---|
| Steps | 5 (parse-statements, calculate-ratios, trend-analysis, peer-comparison, analyst-report) |
| Models | Sonnet (parse, ratios, trend), Opus (comparison, report) |
| HITL | Enabled on analyst-report (threshold: 0.85) |
| Est. Cost | $0.045 per execution |
| Est. Duration | 40-80 seconds |
Input Schema
{
financialStatements: string; // Required: financial data (text, CSV, or JSON)
companyName: string; // Required
fiscalYear: string; // Required: e.g., "2025"
industry?: string; // For peer comparison
peers?: string[]; // Competitor names for benchmarking
analysisType?: 'quick' | 'comprehensive'; // Default: 'comprehensive'
}Usage
devteam templates deploy financial-analysis-v1 \
--input financialStatements=@./10K-filing.txt \
--input companyName="TechCorp Inc" \
--input fiscalYear="2025" \
--input industry="SaaS" \
--input 'peers=["Competitor A","Competitor B"]' \
--waitOutput Includes
- Income statement breakdown with year-over-year changes
- Balance sheet analysis and working capital metrics
- Key ratios: P/E, EV/EBITDA, gross margin, ROE, current ratio, D/E
- Trend analysis with visualizable data points
- Peer comparison matrix
- Risk factors and key insights
due-diligence-v1
Due Diligence Report -- Comprehensive due diligence analysis for M&A, investment, or partnership evaluation.
| Property | Value |
|---|---|
| Steps | 7 (company-profile, financial-review, legal-review, market-analysis, risk-matrix, synergies, dd-report) |
| Models | Sonnet (profile, market), Opus (financial, legal, risk, synergies, report) |
| HITL | Enabled on risk-matrix, dd-report (threshold: 0.90) |
| Est. Cost | $0.089 per execution |
| Est. Duration | 90-180 seconds |
Input Schema
{
targetCompany: string; // Required: company name
companyDescription: string; // Required: business description
financialData?: string; // Financial statements or summary
dealType: 'acquisition' | 'investment' | 'partnership' | 'ipo';
dealSize?: string; // e.g., "$5M"
industry: string;
acquirerName?: string; // For acquisition/partnership synergies
specificConcerns?: string[]; // Areas to focus on
}Usage
const result = await client.deployTemplate('due-diligence-v1', {
input: {
targetCompany: 'Phoenix Motor Inc',
companyDescription: 'Electric vehicle manufacturer specializing in school buses',
dealType: 'investment',
dealSize: '$2M',
industry: 'Electric Vehicles',
specificConcerns: ['manufacturing capacity', 'regulatory compliance', 'patent portfolio'],
},
hitl: {
confidenceThreshold: 0.92,
notifyChannels: ['email'],
},
wait: true,
timeoutMs: 300_000,
});risk-assessment-v1
Financial Risk Assessment -- Evaluates credit risk, market risk, operational risk, and regulatory risk.
| Property | Value |
|---|---|
| Steps | 4 (data-extraction, risk-identification, risk-scoring, risk-report) |
| Models | Sonnet (extraction, identification), Opus (scoring, report) |
| HITL | Enabled on risk-scoring (threshold: 0.85) |
| Est. Cost | $0.038 per execution |
| Est. Duration | 30-60 seconds |
Input Schema
{
entityName: string; // Required
entityType: 'company' | 'portfolio' | 'transaction' | 'counterparty';
financialData?: string; // Balance sheet, P&L, cash flow
exposureData?: string; // Current exposures and limits
marketData?: string; // Market conditions context
riskCategories?: ('credit' | 'market' | 'operational' | 'regulatory' | 'liquidity')[];
timeHorizon?: '30d' | '90d' | '1y' | '3y'; // Default: '1y'
}Output Structure
{
"overallRiskRating": "MEDIUM",
"riskScore": 6.2,
"categories": {
"credit": { "score": 5, "level": "MEDIUM", "factors": [...] },
"market": { "score": 7, "level": "HIGH", "factors": [...] },
"operational": { "score": 4, "level": "LOW", "factors": [...] },
"regulatory": { "score": 8, "level": "HIGH", "factors": [...] }
},
"topRisks": [...],
"mitigationStrategies": [...],
"monitoring": [...]
}⚠️
Finance templates provide analytical support and should not be used as the sole basis for investment decisions. Always consult qualified financial advisors and conduct independent verification of all data.
Next Steps
- DevOps Templates -- Infrastructure and deployment templates
- Creating Templates -- Build custom finance templates