quick_financial_summary

Get key financial metrics and health indicators for rapid company assessment.

TOOL

Overview

The quick_financial_summary tool provides a concise overview of a company's financial position, perfect for initial screening and quick assessments.

Parameters

Parameter	Type	Required	Description
company_number	string	Yes	Company identifier
years	integer	No	Number of years to include (default: 3)

Response

Returns key financial metrics including:

Key Metrics

• Total Assets - Company's total resources
• Total Liabilities - All debts and obligations
• Shareholders' Funds - Net worth/equity
• Cash Position - Available liquid funds
• Working Capital - Operating liquidity
• Debt-to-Equity - Leverage ratio
• Current Ratio - Short-term liquidity

Trend Analysis

• Revenue Growth - Year-over-year change (when available)
• Asset Growth - Balance sheet expansion
• Profit Trend - Earnings direction (when available)

Health Indicators

• Liquidity: Strong / Adequate / Weak
• Solvency: Strong / Adequate / Weak
• Overall Assessment: Healthy / Stable / At Risk

Example Usage

Ask Claude:

"Give me a quick financial summary for Tesco PLC"

Or with specific parameters:

"Show me a 3-year financial summary for company number NI664835"

Key Metrics Explained

Liquidity Indicators

• Current Ratio: Current assets / Current liabilities
• Cash Position: Available liquid funds
• Working Capital: Current assets - Current liabilities

Solvency Indicators

• Debt-to-Equity: Total debt / Shareholders' equity
• Interest Coverage: EBIT / Interest expense
• Equity Ratio: Shareholders' equity / Total assets

Performance Indicators

• Asset Growth: Year-over-year change
• Revenue Growth: Year-over-year change (when available)
• Return on Assets: Net income / Total assets

Health Score Interpretation

Score	Liquidity	Solvency	Interpretation
Strong	CR > 2.0	D/E < 0.5	Excellent financial health
Adequate	CR 1.0-2.0	D/E 0.5-2.0	Normal operating condition
Weak	CR < 1.0	D/E > 2.0	Potential financial stress

Use Cases

Quick Screening

Ask Claude:

"Give me a quick financial summary for these companies: Tesco, Sainsbury's, and Morrisons"

Claude will provide rapid financial health assessments for all companies, allowing you to quickly identify which ones warrant deeper analysis.

Trend Analysis

Ask Claude:

"Show me the 5-year financial trend for company number NI664835"

Claude will analyze:

• Asset growth patterns
• Cash position changes
• Debt trajectory
• Overall financial health evolution

Portfolio Monitoring

"Provide quick financial summaries for my portfolio companies: ABC Ltd, XYZ Corp, and DEF Holdings"

Best Practices

1. Initial Screening: Use for first-pass analysis
2. Combine with Details: Follow up with full analysis for interesting companies
3. Compare Peers: Use same parameters for industry comparison
4. Monitor Changes: Track health indicators over time

Related Tools

• get_company_details - Full company information
• calculate_financial_ratios - Detailed ratio analysis

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