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 .