finance-report

finance-report is a skill for Claude Code from mphinance/alpha-skills. It costs 67 tokens per session (538 once invoked), scanned A, a copy of finance-report, MIT.

A report generator that turns financial inputs into a single-page HTML report with key figures, charts, profit-and-loss details, account information, and an outlook.

In plain words
What is it for?
Use it for company, division, project, or SaaS financial reports, including revenue, new monthly recurring revenue, gross margin, cash runway, costs, and operating profit or loss.
Why use it?
It removes the need to assemble recurring monthly or quarterly financial updates by hand. It also keeps the figures connected to labelled tables and charts.

Skill for Claude Code

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

Part of the quant-skills plugin — 60 skills shipped together

Good fit Use it for company, division, project, or SaaS financial reports, including revenue, new monthly recurring revenue, gross margin, cash runway, costs, and operating profit or loss.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/mphinance/alpha-skills/finance-report
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 mphinance/alpha-skills --skill finance-report
Clone the repo
git clone --depth 1 https://github.com/mphinance/alpha-skills

Made for: Claude Code.

Or install quant-skills, the plugin that ships this one along with the rest of its 60 skills.

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 finance-report

README.md
[![agentmods](https://agentmods.dev/badge/skills/mphinance/alpha-skills/finance-report/github.svg)](https://agentmods.dev/skills/mphinance/alpha-skills/finance-report)
Your own site
<a href="https://agentmods.dev/skills/mphinance/alpha-skills/finance-report"><img src="https://agentmods.dev/badge/skills/mphinance/alpha-skills/finance-report/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 finance-report

Your own site · 80×15
<a href="https://agentmods.dev/skills/mphinance/alpha-skills/finance-report"><img src="https://agentmods.dev/badge/skills/mphinance/alpha-skills/finance-report.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 67 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 538 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.
Origin 98% copy Near-identical to another mod 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 $0.00067 $0.00538
Opus 5.5 $0.00027 $0.00215
Sonnet 5.5 $0.00013 $0.00108
Haiku 4.5 $0.00007 $0.00054

Measured 1mo ago against content hash d67d6331548a, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

finance-report 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 1mo 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

This is a copy

98% identical to finance-report — 3 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

plugins/quant-skills/skills/finance-report/SKILL.md · 61 lines

What it actually says

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>
Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 1mo ago First seen · 61 lines · 67 tokens per session scan A d67d6331548a

Subscribe to this mod's changes

finance-report is a skill published in the GitHub repository mphinance/alpha-skills (28 stars, last pushed 10d ago), licensed MIT. It adds 67 tokens to every session and 538 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 0 findings. It is 98% identical to finance-report, differing in 3 lines, and is treated as a copy.

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