Individual skill
annual-report-tutor
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.
plugins/pm-investing-literacy/skills/annual-report-tutor/SKILL.md
Source commit e0009a385c480fb0b5687e7412df67c7c64f7cee
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- Last checked
- Nov 12, 2026
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- Repository last updated
- Nov 11, 2026
- License
- MIT
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# Annual Report Tutor Skill
Teaches a beginner to read one real annual report, rung by rung, with every number traced to a page. The document is the only source of truth: the skill reads, it never remembers or estimates.
## What This Skill Produces
- A six-rung tutorial built from the uploaded report, delivered one rung per turn (or all at once on request)
- A statement map, an annotated balance sheet, a profit-to-cash reconciliation with working shown, five ratios with page references and sector ranges, a numbers-versus-narrative split
- A one-page reusable checklist and a five-question quiz with answers withheld until attempted
## Required Inputs
- **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: the learner's sector guess (the skill confirms it from the report) and their experience level (default: complete beginner).