finance-report

Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph.

Skill by mphinance

IndexedMIT★ 29

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Install

Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/mphinance-finance-report

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报".

Use cases: documents, finance

Reviews

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Permissions

What this skill can do and what it asks for, from its SKILL.md and code. Checked Oct 26, 2026.

Tools: No tools found
Secrets: None asked for
Install scripts: None found

Network hosts it talks to 1

codeload.github.com · found in install command

Files it touches

~/.claude/skills/finance-report

What's inside

Skill name: finance-report
Description: Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报".
License: MIT
Instructions: 33 lines in SKILL.md · view on GitHub

Files (3)

README.md
SKILL.md
example.html

SKILL.md (first lines)

# Finance Report Skill

Produce a single-screen financial report in one self-contained HTML file.

## Workflow

1. **Read the active DESIGN.md.** Tables, KPI cards, and chart strokes use
   palette tokens — never invent new ones.
2. **Classify** the period (monthly / quarterly / yearly) and entity
   (startup, division, project) from the brief. If unspecified, assume a
   quarterly SaaS report and pick believable numbers.
3. **Layout** the page in this order:
   - Masthead: company / period / "Confidential — Finance" badge.
   - Headline KPI strip (4 cards): Revenue, Net new MRR, Gross margin, Cash runway.
   - Revenue trend chart (inline SVG line + area).
   - Cost breakdown chart (inline SVG bar) with a 2–3 bullet caption.
   - P&L summary table (Revenue / Gross profit / Opex / Net) with current vs prior period.
   - Top accounts table with logo placeholders, plan, ARR, status badge.
   - Outlook paragraph + footer with author + signature line.
4. **Write** one self-contained HTML doc (CSS in one inline `<style>` block).
5. **Self-check**: every number ties to a labelled chart or table; deltas
   show direction and percentage; accent colour used at most twice.

## Output contract

```
<artifact identifier="finance-report-q3" type="text/html" title="Q3 Finance Report">
<!doctype html>
<html>...</html>
</artifact>
```

From mphinance/alpha-skills, MIT.

Signals

Stars: 29
Forks: 6
Open issues: 0
Last commit (this folder): Aug 28, 2026 (2 months ago)

From GitHub (fetched Oct 24, 2026).

Details

License: MIT
Repository: github.com/mphinance/alpha-skills
Website: mjshao.fun/clean-design/
First seen: Oct 24, 2026
Last checked: Oct 24, 2026
Source: GitHub github-graphql

Same skill elsewhere

Copies of this SKILL.md published by others; search shows only one of them.

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Cite this page

finance-report skill. Agent Mart. https://agentmart.dev/skills/mphinance-finance-report (last updated 2026-10-24)