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finances-report

Generate financial analytics reports from local data files with Plotly dashboards.

13|3|Updated Mar 2, 2026
Search Tags:#dashboard#finance#cash flow#report#bitcoin#net worth
One-click install
npx skills add https://github.com/phrazzld/agent-skills --skill finances-report
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finances-report
Source: https://github.com/phrazzld/agent-skills/tree/main/packs/finance/finances-report
Command: npx skills add https://github.com/phrazzld/agent-skills --skill finances-report

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires uv, python, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides a comprehensive overview of your personal financial health, making it easy to understand your net worth, spending habits, and investments.

Core Features & Use Cases

  • Terminal Report: Get a quick summary of net worth, asset allocation, liabilities, cash flow, and Bitcoin details.
  • HTML Dashboard: Visualize financial trends over time with interactive charts for net worth, cash flow, and more.
  • Use Case: Review your financial standing at the end of the month by generating a detailed report to track progress towards your financial goals.

Quick Start

Generate a terminal report of your finances.

Frequently Asked Questions about finances-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a financial dashboard from local data files?▼

Generate a financial dashboard by processing local financial data files to analyze net worth, asset allocation, liabilities, cash flow, and cryptocurrency holdings into interactive HTML visualizations using Plotly.

Can I visualize net worth trends and cash flow using Python?▼

Visualize net worth trends and cash flow using Python by processing local financial data into interactive HTML dashboards, providing visual representations of personal financial health over time.

Does this financial report tool support cryptocurrency and Bitcoin tracking?▼

The financial report tool supports cryptocurrency tracking by analyzing local data files to provide detailed insights into Bitcoin holdings and overall cryptocurrency asset allocation.

What's the best way to get a quick financial summary in the terminal?▼

Get a quick financial summary in the terminal by generating a report that outputs net worth, asset allocation, liabilities, cash flow, and Bitcoin details directly without needing an interactive dashboard.

Do I need the uv package manager to run Python financial analytics?▼

You need the uv package manager and Python installed to run this financial analytics skill, which processes local data files to generate reports and interactive dashboards.

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