PlaygroundCatalog › Annual Report Tutor
AR

Annual Report Tutor

🔵 Stable🕐 updated 2026-09-15 🔷 SkillSpec L3 pm-investing-literacy

Use when asked to walk me through an annual report, teach me to read this 10-K, explain a company's accounts to a beginner, or tutor me on the financial statements in an uploaded report. Walks a beginner up a fixed six-rung ladder — statement map, balance sheet line by line, operating profit to free cash flow, five sector-appropriate ratios with healthy ranges, the sceptical read, then a reusable checklist and a five-question quiz. Produces a page-referenced tutorial in which every figure cites the page it came from and anything missing is marked 'not disclosed in this report'. Educational, not financial advice.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

🗣 Say this to your agent

“Walk me through this annual report like I've never read one”“Teach me to read this 10-K”“I've uploaded the accounts — explain the balance sheet line by line”“Tutor me on this company's financial statements”

What to give it

An uploaded annual report PDF — (annual report, 10-K, integrated report). Hard requirement: if none is attached, ask for it and stop. Do not proceed from a company name, a summary, or memory.
Optional (optional) — the learner's sector guess (the skill confirms it from the report) and their experience level (default: complete beginner).

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

A report PDF was uploaded; the skill did not proceed without one — pass/fail
Every figure in every rung carries `(p. N)` — pass/fail
Every missing figure reads exactly "not disclosed in this report" and no ratio was computed from one — pass/fail
Rung 3 row 7 is explicitly tied out to the reported cash from operations — pass/fail
Rung 4 uses the sector menu and labels ranges as rules of thumb — pass/fail
Rung 5 places every adjusted or underlying figure in the narrative column — pass/fail
Quiz answers are absent from the first delivery — pass/fail
No buy, sell, or valuation opinion anywhere — pass/fail

⚠️ What it refuses to do

Do not fill a gap from memory of the company, prior years, or peers
Do not convert units, currencies, or periods silently
Do not present the company's adjusted profit as the starting point of Rung 3
Do not skip rungs or merge them when the learner is pacing one per turn
Do not grade the quiz before the learner has answered

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="annual-report-tutor"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Annual Report Tutor is one of 1174 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog