Longbridge Earnings
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
Build a balance sheet (bilan) from a Well workspace. An agent skill from WellApp-ai/Well.
Install Balance Sheet
$ npx skills add WellApp-ai/Well --skill balance-sheet -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install WellApp-ai/Well balance-sheet --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/WellApp-ai/Well.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/well/skills/balance-sheet .claude/skills/balance-sheet && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "balance-sheet" agent skill from https://github.com/WellApp-ai/Well/tree/main/plugins/well/skills/balance-sheet into .claude/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/WellApp-ai/Well/tree/main/plugins/well/skills/balance-sheetType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add WellApp-ai/Well --skill balance-sheet -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install WellApp-ai/Well balance-sheet --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/WellApp-ai/Well.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/well/skills/balance-sheet .agents/skills/balance-sheet && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "balance-sheet" agent skill from https://github.com/WellApp-ai/Well/tree/main/plugins/well/skills/balance-sheet into .agents/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add WellApp-ai/Well --skill balance-sheet -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install WellApp-ai/Well balance-sheet --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/WellApp-ai/Well.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/well/skills/balance-sheet .cursor/skills/balance-sheet && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "balance-sheet" agent skill from https://github.com/WellApp-ai/Well/tree/main/plugins/well/skills/balance-sheet into .cursor/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/WellApp-ai/Well.git --path plugins/well/skills/balance-sheet--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add WellApp-ai/Well --skill balance-sheet -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install WellApp-ai/Well balance-sheet --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/WellApp-ai/Well.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/well/skills/balance-sheet .gemini/skills/balance-sheet && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "balance-sheet" agent skill from https://github.com/WellApp-ai/Well/tree/main/plugins/well/skills/balance-sheet into .gemini/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install WellApp-ai/Well balance-sheetInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add WellApp-ai/Well --skill balance-sheet -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/WellApp-ai/Well.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/well/skills/balance-sheet .github/skills/balance-sheet && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "balance-sheet" agent skill from https://github.com/WellApp-ai/Well/tree/main/plugins/well/skills/balance-sheet into .github/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add WellApp-ai/Well --skill balance-sheet -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install WellApp-ai/Well balance-sheet --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/WellApp-ai/Well.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/well/skills/balance-sheet .opencode/skills/balance-sheet && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "balance-sheet" agent skill from https://github.com/WellApp-ai/Well/tree/main/plugins/well/skills/balance-sheet into .opencode/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
balance-sheet- GitHub stars
- 345
- Token cost
- ~534 tokens
- SKILL.md length
- 250 words
- Files
- 1
- Skills in repo
- 36
- Repo updated
- First seen
- Licence
- MIT
At a glance
Build a balance sheet (bilan) from a Well workspace. An agent skill from WellApp-ai/Well.
- Works in 4 steps: Discover the schema… → As-of date: filter postings with date… → Compute each account balance (sum of… → …
- The user asks for a balance sheet
- SKILL.md covers Do this, Do NOT, If the ledger is empty and Present it
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Balance Sheet is an agent skill from WellApp-ai/Well. Build a balance sheet (bilan) from a Well workspace. Use when the user asks for a balance sheet, bilan, assets/liabilities/equity, or financial position at a point in time.
Its SKILL.md is about 530 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Financial analysis. The repository describes itself as: No more Sundays on Finance. We build the infrastructure that retrieves, processes, and routes your financial and business data to your FinOps stack, so founders can ship, not… The licence is MIT.
When your agent uses it
- The user asks for a balance sheet
- Assets/liabilities/equity
- Financial position at a point in time
Example prompts
- “/balance-sheet”
Workflow steps
4 steps, taken from the first numbered list in SKILL.md.
- Discover the schema (well:querying-well-data)
- As-of date: filter postings with date _lte (a balance sheet is cumulative from inception, not a period).
- Compute each account balance (sum of debits − credits, or read account_balances), then group by class
- Check it balances: total Actif must equal total Passif. If it doesn't, surface the gap rather than hiding it — it usually means unposted…
What it can do on your machine
Read from SKILL.md and the folder at commit c740217. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Balance Sheet loads about 534 tokens when it runs. Until then it costs about 47 tokens; SKILL.md has 250 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from WellApp-ai/Well at commit c740217, republished under its MIT licence (© WellApp-ai). 250 words, ~534 tokens.
Download SKILL.mdSave it as
.claude/skills/balance-sheet/SKILL.md (or your agent's skills folder).- name
- balance-sheet
- description
- Build a balance sheet (bilan) from a Well workspace. Use when the user asks for a balance sheet, bilan, assets/liabilities/equity, or financial position at a point in time.
Balance sheet (bilan) from Well
Like the P&L, the balance sheet comes from the posted ledger, not from raw documents. It is a point-in-time snapshot: balances of the balance-sheet accounts as of a date.
Do this
- Discover the schema (
well:querying-well-data):well_get_schema("ledger_accounts")— chart of accounts. Balance-sheet accounts are the asset/liability/equity classes (French plan comptable: classes 1–5; income-statement classes 6–7 are excluded).well_get_schema("journal_entries")/journal_entry_lines— posted movements with debit/credit and dates.well_get_schema("account_balances")— Well may expose computed balances directly; prefer these when present, they are the canonical balance per account.
- As-of date: filter postings with
date _lte <as_of>(a balance sheet is cumulative from inception, not a period). - Compute each account balance (sum of debits − credits, or read
account_balances), then group by class:- Actif (assets): debit-normal balances (classes 2, 3, 4-debit, 5).
- Passif (liabilities + equity): credit-normal balances (classes 1, 4-credit).
- Check it balances: total Actif must equal total Passif. If it doesn't, surface the gap rather than hiding it — it usually means unposted entries or a period filter mistake.
Do NOT
- Do not derive assets/liabilities from invoice or bank-transaction lists directly; use the posted ledger /
account_balances. - Do not assume account-class conventions without reading the chart of accounts.
If the ledger is empty
Say the books aren't posted yet. A bank accounts + account_balances snapshot can give a cash position (not a balance sheet) as a clearly-labelled fallback.
Present it
Two columns — Actif and Passif — grouped by class with subtotals, the as-of date, the currency, and an explicit "Actif = Passif ✓/✗" balance check.
© WellApp-ai, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in plugins/well/skills/balance-sheet of WellApp-ai/Well.
Open the folder on GitHubat commit c740217
Compare with similar skills
Balance Sheet next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Balance Sheet this skillWellApp-ai/Well | 345 | — | ~534 | Automated safety check: Pass | MIT | |
| Longbridge Earningshelsome/folio | 271 | 1 repos | ~2.5k | Automated safety check: Pass | None | |
| Financial Analyzinghuangjia2019/claude-code-engineering | 1.1k | — | ~474 | Automated safety check: Pass | None | |
| Earnings AnalysisWind-Alice/AliceMarket | 134 | 3 repos | ~2.2k | Automated safety check: Pass | None | |
| Buy Side Equity Research Memohaskaomni/serenity-skill | 633 | — | ~3.8k | Automated safety check: Pass | MIT | |
| Longbridgehelsome/folio | 271 | 1 repos | ~1.9k | Automated safety check: Pass | None |
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Related
Categories
Questions about Balance Sheet
What does Balance Sheet do?
Build a balance sheet (bilan) from a Well workspace. An agent skill from WellApp-ai/Well. Balance Sheet is an agent skill from WellApp-ai/Well. Build a balance sheet (bilan) from a Well workspace.
When should I use Balance Sheet?
Balance Sheet fits situations like: the user asks for a balance sheet; assets/liabilities/equity; financial position at a point in time.
How do I install Balance Sheet in Claude Code?
Run `npx skills add WellApp-ai/Well --skill balance-sheet -a claude-code`. Or copy the skill folder (plugins/well/skills/balance-sheet in WellApp-ai/Well) into .claude/skills/balance-sheet in your project. Claude Code loads it when a task matches its description.
How do I install Balance Sheet in Codex?
Run `npx skills add WellApp-ai/Well --skill balance-sheet -a codex`. Or copy the skill folder (plugins/well/skills/balance-sheet in WellApp-ai/Well) into .agents/skills/balance-sheet in your project. Codex loads it when a task matches its description.
Can I use Balance Sheet in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add WellApp-ai/Well --skill balance-sheet -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/balance-sheet, .gemini/skills/balance-sheet, .github/skills/balance-sheet and .opencode/skills/balance-sheet in your project.
What does Balance Sheet need to run?
SKILL.md names no scripts, command-line tools or credentials: Balance Sheet is instructions for the agent only.
Does Balance Sheet access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Balance Sheet safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Balance Sheet use?
Balance Sheet is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Balance Sheet use?
About 534 tokens (SKILL.md is roughly 2.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Balance Sheet?
Skills that share tags, products or a category with Balance Sheet: Longbridge Earnings (helsome/folio, 271 stars), Financial Analyzing (huangjia2019/claude-code-engineering, 1.1k stars), Earnings Analysis (Wind-Alice/AliceMarket, 134 stars) and Buy Side Equity Research Memo (haskaomni/serenity-skill, 633 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Balance Sheet?
WellApp-ai (a GitHub organization) maintains it in WellApp-ai/Well, which has 345 GitHub stars. The repository holds 36 skills in this directory. The repository was last updated on October 7, 2026.
Source: WellApp-ai/Well on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.