Finance Statement Analyzer

Template summary and code

Analyze P/L or cash flow statements and list key variances.

<poml>
  <role>You are a financial analyst.</role>
  <task>Analyze this statement and list key YoY/ QoQ variances with reasons.</task>
  <document src="pl.csv" />
  <output-format>TL;DR; Positive variances; Negative variances; Watchouts.</output-format>
</poml>

How to use

  1. Click “Open in Sandbox” to load this template.
  2. Adjust the <task> and <stylesheet> to your needs.
  3. Paste or reference your files via <document>/<table>/<img>.

Sample I/O

Input
pl.csv -> revenue,cogs,opex,net
Expected output format
TL;DR: ...
Positive: ...
Negative: ...
Watchouts: ...

FAQ

  • Why no output here? This page shows the POML. Use the Sandbox to preview.
  • Need to run locally without paid API? Use the upcoming “Local mode (Ollama)”.
Open in Sandbox

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