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):
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.