When should I use financial-charts?

financial-charts is useful in the following scenarios: • Visualizing complex income statement flows using Sankey diagrams to clearly illustrate how revenue transforms into net income. • Generating profit walkdowns and revenue bridges via waterfall charts to explain financial variances between fiscal periods. • Creating comparative margin analysis and revenue segment breakdowns using professional, themed bar charts for executive reviews. • Performing multi-company trend analysis and financial forecasting visualizations with customizable, high-resolution line charts. • Automating the production of financial graphics with specific corporate branding themes like 'Apple', 'Tech', or 'Minimal' for consistent reporting.

financial-charts

from pedro-mello30

Create professional financial charts and visualizations using Python/Plotly. Use when building Sankey diagrams (income statement flows, revenue breakdowns), waterfall charts (profit walkdowns, revenue bridges), bar charts (margin comparisons, segment breakdowns), or line charts (trend analysis, multi-company comparisons). Triggers on chart creation requests, financial visualization needs, or data presentation tasks.

⭐0stars🔀0forks📁View on GitHub🕐Updated Jan 7, 2026

When & Why to Use This Skill

This Claude skill empowers users to generate professional-grade financial visualizations using Python and Plotly. It automates the creation of complex diagrams such as Sankey flows for income statements, waterfall charts for profit walkdowns, and multi-company trend analysis, providing publication-quality assets suitable for corporate presentations, annual reports, and data-driven financial storytelling.

Use Cases

Visualizing complex income statement flows using Sankey diagrams to clearly illustrate how revenue transforms into net income.
Generating profit walkdowns and revenue bridges via waterfall charts to explain financial variances between fiscal periods.
Creating comparative margin analysis and revenue segment breakdowns using professional, themed bar charts for executive reviews.
Performing multi-company trend analysis and financial forecasting visualizations with customizable, high-resolution line charts.
Automating the production of financial graphics with specific corporate branding themes like 'Apple', 'Tech', or 'Minimal' for consistent reporting.

name	financial-charts
description	Create professional financial charts and visualizations using Python/Plotly. Use when building Sankey diagrams (income statement flows, revenue breakdowns), waterfall charts (profit walkdowns, revenue bridges), bar charts (margin comparisons, segment breakdowns), or line charts (trend analysis, multi-company comparisons). Triggers on chart creation requests, financial visualization needs, or data presentation tasks.

name

financial-charts

description

Financial Charts

Create publication-quality financial visualizations: Sankey flows, waterfalls, bar charts, and line charts.

Quick Reference

Need	Function	Script
Income statement flow	`create_income_statement_sankey()`	`sankey_chart.py`
Profit walkdown	`create_profit_walkdown()`	`waterfall_chart.py`
Revenue bridge	`create_revenue_bridge()`	`waterfall_chart.py`
Margin comparison	`create_margin_comparison_chart()`	`bar_chart.py`
Revenue segments	`create_revenue_segment_chart()`	`bar_chart.py`
Trend analysis	`create_trend_chart()`	`line_chart.py`
Multi-line comparison	`create_multi_line_chart()`	`line_chart.py`

Workflow

Identify chart type from Quick Reference
Prepare data in required format
Select theme (default, corporate, dark, apple, tech, financial, minimal)
Run script with parameters
Output as .png, .html, or .pdf

Example: Income Statement Sankey

Creates a flow diagram like Apple's FY22 visualization (see assets/chart-example.png):

from scripts.sankey_chart import create_income_statement_sankey

create_income_statement_sankey(
    revenue_sources={
        "iPhone": 205.5e9,
        "Mac": 40.2e9,
        "iPad": 29.3e9,
        "Wearables": 41.2e9,
        "Services": 78.1e9,
    },
    cost_of_revenue=223.6e9,
    operating_expenses={"R&D": 26.2e9, "SG&A": 25.1e9},
    other_expenses={"Tax": 19.3e9, "Other": 0.3e9},
    company_name="Apple",
    fiscal_period="FY22",
    theme="apple",
    output_path="apple_income_flow.png",
)

Example: Waterfall Chart

from scripts.waterfall_chart import create_profit_walkdown

create_profit_walkdown(
    revenue=100e6,
    cost_of_goods_sold=60e6,
    operating_expenses={"R&D": 10e6, "SG&A": 15e6},
    other_items={"Tax": -3e6},
    title="Q4 Profit Walkdown",
    output_path="walkdown.png",
)

Themes

All scripts accept theme parameter:

default - Professional blue/green
corporate - Traditional business
dark - Dark mode dashboards
apple - Apple-style clean
tech - Modern tech
financial - Banking style
minimal - Grayscale with accents

Dependencies

pip install plotly kaleido

Extended Reference

For detailed API, all parameters, and advanced customization, see references/chart-guide.md.