Financial Flows

Company

Period

Scope

Currency

Unit

Chart Settings

Height

600px

Column Spacing

150px

Bar Width

46px

Label Size

10px

Value Label Size

10px

Bar Shadow

20%

Short Labels

Use abbreviated names

Flow Data

Ctrl + Enter to generate

Saved Charts

Appearance

Color Palette

App Theme

Data Display

Show page numbers in tooltips

📈

Comparison Chart

Multi-year trend analysis will appear in the main chart area to the right

Load multiple charts of the same company to compare trends over time

✏️ Rename

🎨 Bar Color

↺ Reset to palette

BAR HEIGHT

🔆 Highlight flows

🔤 Toggle short/full name

↺ Reset position

Click 📋 Prompt, extract from NotebookLM, paste here and Generate

Ctrl+Enter to generate

📖 How to Use Financial Flows

Interactive Sankey diagrams for financial analysis

🚀 GET STARTED IN 6 STEPS 6 MINUTES

🚀 QUICK START 6 STEPS

📋 Copy Extraction Prompt

Click Prompt ▾ button → Choose CSV — With Prior Year for comparative data (recommended) or Quick Extract for single year

🤖 Extract with NotebookLM

Upload your annual report PDF to NotebookLM → Paste the prompt → Copy the output

🔍 Validate Data (Optional)

For quality assurance, use Prompt ▾ → Data Validation & Correction → Paste extracted data → Copy corrected output

⚡ Generate Chart

Paste output into Flow Data box → Click Generate → or press Ctrl+Enter

✨ Customize & Share

Change colors, drag nodes, export as PNG/PDF, or copy 🔗 Share URL

📝 DATA INPUT FORMATS

✅ Single Chart (With Prior Year)

Recommended for year-over-year analysis

COMPANY, Example Corporation
PERIOD, FY 2025
SCOPE, Consolidated
CURRENCY, USD
UNIT, Millions

"Net Sales", "Total Revenue", 25789.24 [p. 45], 22340.11 [p. 45]
"Total Revenue", "Cost of Sales", 11662.35 [p. 46], 10234.55 [p. 46]
"Cost of Sales", "Gross Profit", 14126.89 [p. 46], 12105.55 [p. 46]
"Gross Profit", "Operating Profit", 6584.05 [p. 48], 5820.00 [p. 48]
"Operating Profit", "Net Profit", 4119.31 [p. 50], 3520.00 [p. 50]
"Net Profit", "Dividends Paid", 2119.34 [p. 51], 1950.00 [p. 51]
EPS, 15.42 [p. 53], 13.37 [p. 53]
DPS, 8.50 [p. 53], 7.00 [p. 53]
END_OF_DATA

📊 Multiple Charts (Multi-Year Analysis)

Extract multiple fiscal years into separate tabs

=== CHART: Example Corp - FY 2025 ===
COMPANY, Example Corporation
PERIOD, FY 2025
[... data ...]
END_OF_DATA

=== CHART: Example Corp - FY 2024 ===
COMPANY, Example Corporation
PERIOD, FY 2024
[... data ...]
END_OF_DATA

🔍 DATA VALIDATION QUALITY ASSURANCE

💡 Why Validate?

NotebookLM may extract data from wrong sections (highlights instead of financial statements), use incorrect units, miss page numbers, or include calculation errors. The validation prompt catches these issues automatically.

💡 Why Validate?

1️⃣

Copy Validation Prompt

Click Prompt ▾ → Data Validation & Correction

2️⃣

Paste Extracted Data into NotebookLM

Take the data you got from the extraction step and paste it as input to the validation prompt

3️⃣

Review Validation Report

NotebookLM will identify issues like: wrong page numbers, incorrect units, calculation errors, unbalanced flows

4️⃣

Use Corrected Data

Copy the CORRECTED DATA section from validation output and paste into Flow Data box

⚠️ COMMON ISSUES CAUGHT BY VALIDATION

Wrong page numbers: Data from highlights section (p. 5-10) instead of financial statements (p. 30-80)
Unit mismatches: P&L in Millions, Cash Flow in Thousands - validation flags inconsistencies
Wrong statement type: Standalone instead of Consolidated, Interim instead of Annual
Calculation errors: Gross Profit ≠ Revenue - Cost of Sales (missing items)
Unbalanced flows: Operating Profit inflow ≠ outflows (missing Finance Cost or Other Income)

🖱️ INTERACTIVE FEATURES

👆 Drag Nodes

Click and drag any bar or label to reposition. Layout adjusts automatically.

💬 Hover Tooltips

Hover over bands/nodes to see values, YoY changes, and page references.

✏️ Right-Click Menu

Right-click nodes to rename, resize, change color, or highlight flows.

📏 Resize Bars

Use context menu to multiply bar height (0.5x to 2x) for emphasis.

🔤 Inline Edit

Click company name, year, or scope in chart header to edit inline.

🔍 Minimap Navigation

Drag viewport in bottom-right minimap to pan around large charts.

📑 MULTI-CHART WORKFLOW

1️⃣

Load Multiple Years

Use Multi-Chart Extraction prompt or paste data separated by === CHART: Name === markers

2️⃣

Timeline View

Charts auto-group by company. Click timeline nodes to switch between fiscal years. Active chart highlighted.

3️⃣

Add More Charts

Click + Add Chart button in timeline to append new data. Organize by company or period.

4️⃣

Comparison Mode

Switch to Comparison tab to view metrics across all charts side-by-side.

🎨 CUSTOMIZATION OPTIONS

🌈 Color Palettes

20+ palettes including multi-color and mono gradients. Settings → App Theme.

📏 Bar Width

Adjust node width (10-100px). Settings → Bar Width slider.

🔤 Label Size

Control label and value label sizes independently. Settings → Label Size.

🌗 App Theme

Light/Dark mode presets. Settings → App Theme swatches.

📄 Show Page Numbers

Toggle page references in tooltips. Settings → Data Display.

💧 Bar Shadow

Add depth with adjustable shadow intensity. Settings → Bar Shadow.

💾 EXPORT & SHARE

📊

PNG Export

High-resolution image. Optional: exclude stat cards for chart-only export.

📑

PDF Export

Professional document with full data table below chart.

🔗

Share URL

Copy link with full chart data and node positions. Paste to share.

📚

Auto-Save Library

Charts save automatically to Library tab. Access anytime from browser.

💡 TIPS & TRICKS

⌨️ KEYBOARD SHORTCUTS

Generate chart Ctrl+Enter

Toggle sidebar Ctrl+B

Close dialogs Escape

Exit fullscreen Escape

💡 PRO TIP

Mac users: Use Cmd instead of Ctrl

🔧 TROUBLESHOOTING

❌ Chart not generating?

Check data format: ensure END_OF_DATA marker present, nodes in quotes, comma-separated values.

⚠️ Nodes appear tiny?

Chart has many columns (7+). Increase bar width in Settings or use fullscreen mode.

🔍 Wrong unit/currency?

Edit inline in chart header or re-paste data with corrected metadata.

💾 Charts disappeared?

Check Library tab. Charts stored in browser localStorage. Don't clear browser data.

Need more help? View sample data or export examples in the Library tab.

Financial Flows • financial-flows.pages.dev

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