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

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.