# financial-charts

> 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.

- Author: Pedro Mello
- Repository: pedro-mello30/stock-analyst
- Version: 20260107155648
- Stars: 1
- Forks: 0
- Last Updated: 2026-02-07
- Source: https://github.com/pedro-mello30/stock-analyst
- Web: https://mule.run/skillshub/@@pedro-mello30/stock-analyst~financial-charts:20260107155648

---

---
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.
---

# 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

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

## Example: Income Statement Sankey

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

```python
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

```python
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

```bash
pip install plotly kaleido
```

## Extended Reference

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