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roll-forward

roll-forward is a skill for Claude Code from anthropics/financial-services. It costs 42 tokens per session (315 once invoked), scanned A, original, Apache-2.0.

A balance-sheet roll-forward schedule that starts with an account’s opening balance, adds activity, subtracts reversals and payments, and checks the result against the ending general-ledger balance.

In plain words
What is it for?
Use it for month-end close and audit support on accounts such as accruals, with each movement tied to a ledger query or supporting document.
Why use it?
It shows how an account changed during the period and highlights any unexplained difference instead of hiding it with a plug.

Skill for Claude Code ✓ vendor

Written for Claude Code: shipped in a Claude Code plugin.

Part of the month-end-closer plugin — 3 skills, 1 agent shipped together

not rated 41krepo +153 13d ago A scan Socket: passSnyk: passSkillSpector: pass 42 tokens original Apache-2.0

Good fit Use it for month-end close and audit support on accounts such as accruals, with each movement tied to a ledger query or supporting document.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/anthropics/financial-services/roll-forward
View source ↗ anthropics/financial-services
About the project

Claude for Financial Services is a collection of agents, skills, commands, plugins, and data connectors for investment banking, equity research, private equity, and wealth-management workflows. Financial professionals use it to draft models, memos, research notes, and reconciliations for review by qualified people. The catalogue contains components from these workflows, including agents, skills, plugins, commands, and instructions.

anthropics/financial-services · 41,180 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add anthropics/financial-services --skill roll-forward
Clone the repo
git clone --depth 1 https://github.com/anthropics/financial-services

Made for: Claude Code.

Or install month-end-closer, the plugin that ships this one along with the rest of its 3 skills, 1 agent.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for roll-forward

README.md
[![agentmods](https://agentmods.dev/badge/skills/anthropics/financial-services/roll-forward/github.svg)](https://agentmods.dev/skills/anthropics/financial-services/roll-forward)
Your own site
<a href="https://agentmods.dev/skills/anthropics/financial-services/roll-forward"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/roll-forward/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for roll-forward

Your own site · 80×15
<a href="https://agentmods.dev/skills/anthropics/financial-services/roll-forward"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/roll-forward.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 42 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 315 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Socket pass 14 Sept 2026
  • Snyk pass 14 Sept 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00042 $0.00315
Opus 5.5 $0.00017 $0.00126
Sonnet 5.5 $0.00008 $0.00063
Haiku 4.5 $0.00004 $0.00032

Measured 2mo ago against content hash 2d777fd303f9, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

roll-forward scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

plugins/agent-plugins/month-end-closer/skills/roll-forward/SKILL.md · 34 lines

What it actually says

Roll-forward

Given an account (or account group), entity, and period, produce a roll-forward that ties beginning to ending.

Structure

Beginning balance (per prior-period close)      X
  + Additions / new activity                    A
  + Accruals booked this period                 B
  − Reversals of prior accruals                (C)
  − Payments / settlements                     (D)
  ± Reclasses / adjustments                     E
  ± FX translation                              F
Ending balance (per GL at period end)           Y

Tie each line

  • Beginning — prior-period close package, or GL balance at prior-period end date.
  • Each activity line — a GL query (account + date range + journal-source filter) via the internal-gl MCP. Cite the query.
  • Ending — GL balance at period-end date.

The schedule must foot: X + A + B − C − D + E + F = Y. If it doesn't, the gap is an unexplained item — surface it, don't plug it.

Output

The roll-forward table with a "ties to" column citing the GL query or document for every line, plus a foot check (pass/fail and the unexplained delta if any).

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2mo ago First seen · 34 lines · 42 tokens per session scan A 2d777fd303f9

Subscribe to this mod's changes

roll-forward is a skill published in the GitHub repository anthropics/financial-services (41,180 stars, last pushed 13d ago), licensed Apache-2.0. It adds 42 tokens to every session and 315 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Finance and fintech
Related

roll-forward compared with skills from other repositories

roll-forward next to 6 skills from other repositories
ModTypeStarsLast pushLicenceScanTokensWorks with
roll-forwardanthropics/financial-servicesSkill41k13d agoApache-2.0A42Claude Code
sector-rotationHKUDS/Vibe-TradingSkill38kyesterdayMITA39Claude Code, Codex
strategy-pivot-designertradermonty/claude-trading-skillsSkill3.7kyesterdayMITA28Claude Code, Codex
twitter-readerhimself65/finance-skillsSkill3.5k6d agoMITA110Claude Code
energy-procurementhashgraph-online/awesome-codex-pluginsSkill1.5kyesterdayApache-2.0A93Claude Code, Codex
airdrop-hunting-guidenirholas/three.wsSkill273yesterdayApache-2.0A54Claude Code, Codex
multi-expert-analyzerdigoal/blogSkill8.6kyesterdayGPL-2.0A292Codex