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saga-monthly-settlement

Calculate monthly revenue, costs, profit, reserves, and investor dividends from SQLite data.

Updated Aug 27, 2026
Search Tags:#reporting#finance#accounting#settlement#dividend#payout
One-click install
npx skills add https://github.com/monkey1sai/jacks_happy_bots --skill saga-monthly-settlement
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: saga-monthly-settlement
Source: https://github.com/monkey1sai/jacks_happy_bots/tree/main/workspace-monitor/skills/saga-monthly-settlement
Command: npx skills add https://github.com/monkey1sai/jacks_happy_bots --skill saga-monthly-settlement

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, sqlite3, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the complex process of monthly financial settlement, calculating net profit, reserves, and investor dividends based on predefined payout policies, saving significant manual accounting effort.

Core Features & Use Cases

  • Automated Monthly Settlement: Gathers income data from income_tracker.db to calculate revenue, costs, profit, reserves, and distributable amounts.
  • Dividend Calculation: Distributes profits to investors according to the payout_policy defined in user-contract.json, respecting minimum payout thresholds.
  • Report Generation: Produces a formal monthly settlement report summarizing financial performance and dividend payouts.
  • Use Case: At the start of each month, this Skill automatically generates the previous month's financial report, calculates investor payouts, and logs the settlement details, ensuring timely and accurate financial distribution.

Quick Start

Generate the settlement report for January 2026.

Frequently Asked Questions about saga-monthly-settlement

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

FAQPage Schema
How do I automate monthly financial settlement and dividend calculation from an SQLite database?▼

Monthly financial settlement is automated by collecting income data from an SQLite database and applying payout policies from a JSON contract to calculate revenue, costs, profit, reserves, and investor dividends. It outputs a structured settlement report.

What is the process for distributing investor dividends based on a predefined payout policy?▼

Dividend distribution applies the payout_policy defined in a user-contract.json file to the calculated net profit, respecting minimum payout thresholds to determine the exact investor payouts.

How do I generate a monthly settlement report that summarizes revenue, costs, and dividends?▼

A monthly settlement report is generated by gathering income data, calculating financial metrics including reserves and distributable amounts, and outputting a formal summary of financial performance and dividend payouts.

Do I need pandas and SQLite to calculate investor payouts and handle monthly financial reporting?▼

Yes, this automated monthly settlement requires pandas and sqlite3 dependencies to gather income data, apply JSON payout policies, and produce structured financial reports.

How does monthly settlement handle edge cases like zero revenue or low payout thresholds?▼

Monthly settlement handles edge cases like zero revenue and low payout thresholds by applying predefined rules from the JSON contract, ensuring calculations respect minimum payout limits before distributing dividends.

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