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finance-report

finance-report

github.com/mphinanceDocuments3292 installsUpdated 3d ago
Repository

About finance-report

Finance Report Skill creates a single-screen financial report as one self-contained HTML file. It specifies a fixed sequence of KPI cards, charts, financial tables, and outlook, with a self-check for consistency and styling.

Key features

  1. 01Create a single-file HTML report
  2. 02Present four headline KPIs
  3. 03Add inline SVG charts
  4. 04Include P&L and top accounts tables
  5. 05Check figures and visual constraints

Use cases

  1. 01Prepare a concise periodic finance report
  2. 02Present SaaS revenue and cost trends
  3. 03Summarize company performance for stakeholders

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/mphinance/alpha-skills --skill finance-report

After installing, type/finance-reportin Claude Code to confirm it loaded.

Bundled filesexample.htmlREADME.md

Details

From the project README

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>

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