finances-report

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Generate financial analytics and insights from ~/Documents/finances/ data. Terminal report shows: net worth trends (30d/90d/1y), asset allocation, liability table with APR and monthly interest, cash flow (last 30 days), Bitcoin detail with sparkline. HTML dashboard: interactive plotly charts for all of the above over time. Use when: reviewing finances, answering questions about net worth, spending patterns, debt paydown progress, Bitcoin holdings, asset allocation. Keywords: financial report, net worth, spending, cash flow, debt, liabilities, bitcoin, how am I doing financially, finances summary, show me my finances, portfolio.

7installs
Sourcephrazzld/claude-config
Added on

NPX Install

npx skill4agent add phrazzld/claude-config finances-report

Tags

Translated version includes tags in frontmatter
financial-analyticsreport-generationterminal-reporthtml-dashboardbitcoin-insights

SKILL.md Content

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finances-report

Generate financial analytics from the local ledger.

Terminal Report (default)

bash
cd ~/Documents/finances && uv run python scripts/report.py
Sections: Net Worth (with 30d/90d/1y deltas), Asset Allocation, Liabilities (APR + monthly interest), Cash Flow (last 30 days + top categories), Bitcoin detail + sparkline.
Single section:
bash
uv run python scripts/report.py --section networth
uv run python scripts/report.py --section liabilities
uv run python scripts/report.py --section cashflow

HTML Dashboard

bash
cd ~/Documents/finances && uv run python scripts/report.py --html
Opens 
reports/dashboard-YYYY-MM-DD.html
— interactive plotly charts:
  • Net worth over time (USD + BTC dual axis)
  • Asset allocation over time (stacked area)
  • Monthly cash flow (income vs spending bars)
  • Liability balances over time
  • BTC price history

Data Sources

  • data/snapshots.jsonl
    — net worth history (175+ entries back to 2022)
  • data/transactions/copilot.jsonl
    — 10K+ transactions for cash flow analysis
  • data/prices/*.jsonl
    — BTC/gold/silver price history
  • data/liabilities.jsonl
    — liability history with APRs