Financial statements are built for reporting, not investors, so I built this

One thing that has always bothered me about financial statements is that they are built for reporting and not necessarily for investors.

The information is all there, but the insight is usually buried.

You have to know what to look for, which numbers matter, how they connect, and whether a trend is actually meaningful or just noise.

So my team and I built an open sourced dashboard that tries to turn the financial statements into a clearer business story.

For example, looking at Microsoft, the quick read is:

• Revenue and profits are still growing
• Margins are excellent
• The balance sheet is strong
• Cash flow conversion is the main thing worth watching

The goal is not to turn this into a "buy" or "sell" score. I do not think a dashboard can replace judgment.

The goal is to make the first pass faster.

Instead of manually jumping between the income statement, cash flow statement, balance sheet, and ratios, the dashboard looks across growth, margins, cash flow quality, and balance sheet strength, then organizes it into a simple fundamental health view.

The part I think value investors might appreciate the most is that it is not just a polished chart sitting on top of hidden data.

But for any company that files with the SEC, you can see the financials and also trace each metric back to the underlying SEC filing tag.

So instead of just seeing "Revenue" or "Free Cash Flow," you can see the reported concept behind the number.

That matters because a lot of financial data tools hide the messy part. But the messy part is often where the important details are.

Different companies report things differently. Different line items map differently. Sometimes the exact tag used matters. If you are going to rely on the data, you should be able to inspect where it came from.

The other thing I wanted was for the dashboard to be easy to modify.

Because every investor has a slightly different process.

One person may care most about ROIC.

Another may care about share dilution.

Another may care about working capital.

Another may care about stock-based compensation.

Another may want segment-level margins or deferred revenue.

Since the dashboard exposes the underlying structure, you can take it into Claude, Codex, ChatGPT, or another AI coding tool and add new metrics or sections pretty quickly.

For example, you could add:

• ROIC
• SBC as a percentage of revenue
• FCF conversion
• Share count trends
• Gross margin trends
• Deferred revenue
• Net cash/debt
• Custom owner earnings calculations

That is where I think financial analysis tools are heading.

Where its not just static dashboards where everyone gets the same view, but flexible dashboards that give you a strong starting point and then let you adapt the analysis to your own investing process.

Here is a video you can check out of the live tool: https://drive.google.com/file/d/1AAPNXSwP5Of7gCGT\_D1ygbdfveVbdiny/view?usp=sharing

If you'd like free access check this open source repo and start playing with it: https://github.com/gvalles/wisesheets-ai-recipes

Let me know what you think.