finances-report

Generate financial analytics from the local ledger.

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Install skill "finances-report" with this command: npx skills add phrazzld/claude-config/phrazzld-claude-config-finances-report

finances-report

Generate financial analytics from the local ledger.

Terminal Report (default)

cd ~/Documents/finances && uv run python scripts/report.py

Sections: Net Worth (with 30d/90d/1y deltas), Asset Allocation, Liabilities (APR + monthly interest), Cash Flow (last 30 days + top categories), Bitcoin detail + sparkline.

Single section:

uv run python scripts/report.py --section networth uv run python scripts/report.py --section liabilities uv run python scripts/report.py --section cashflow

HTML Dashboard

cd ~/Documents/finances && uv run python scripts/report.py --html

Opens reports/dashboard-YYYY-MM-DD.html — interactive plotly charts:

  • Net worth over time (USD + BTC dual axis)

  • Asset allocation over time (stacked area)

  • Monthly cash flow (income vs spending bars)

  • Liability balances over time

  • BTC price history

Data Sources

  • data/snapshots.jsonl — net worth history (175+ entries back to 2022)

  • data/transactions/copilot.jsonl — 10K+ transactions for cash flow analysis

  • data/prices/*.jsonl — BTC/gold/silver price history

  • data/liabilities.jsonl — liability history with APRs

Source Transparency

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