---

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):

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.