Roll Forward
anthropics/financial-services/plugins/vertical-plugins/fund-admin/skills/roll-forwardby anthropics574ed3624aebd0418c7e96cd101262f30210ab26No license39K starsListed Oct 9, 2026Updated Oct 9, 2026Repository updated 2 weeks ago
Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.
- 574ed3624aebd0418c7e96cd101262f30210ab26Currentcommit 574ed36Published Oct 9, 2026
Source and attribution
Source:anthropics/financial-servicesinplugins/vertical-plugins/fund-admin/skills/roll-forwardat commit574ed36
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from anthropics/financial-services
Xlsx Author
anthropics
Builds a .xlsx workbook file headlessly with openpyxl, following financial-model conventions.
Xlsx Author
anthropics
Builds a .xlsx workbook file headlessly with openpyxl, following financial-model conventions.
Audit Xls
anthropics
Audits spreadsheet formulas and financial models for errors, hardcodes, and integrity issues, then reports findings.
Xlsx Author
anthropics
Builds a .xlsx workbook file headlessly with openpyxl, following financial-model conventions.
Sector Overview
anthropics
Produces industry and sector landscape reports covering market size, competitive positioning, valuation and investment implications.
Pptx Author
anthropics
Builds a PowerPoint .pptx deck as a file artifact in headless agent sessions, without a live Office app.
More in Business & Finance
Lbo Model
anthropics
Fills and validates leveraged buyout model templates in Excel, producing formula-driven, formatted financial workbooks.
Dcf Model
anthropics
Builds institutional-quality DCF equity valuation models as Excel workbooks with projections, WACC, and sensitivity analysis.
Comps Analysis
anthropics
Builds institutional-grade comparable company analyses as Excel spreadsheets with operating metrics, valuation multiples and statistics.
Audit Xls
anthropics
Audits spreadsheet formulas and financial models for errors, hardcodes, and integrity issues, then reports findings.
3 Statement Model
anthropics
Guides completion and population of 3-statement financial model templates with linked IS, BS and CF statements.
Audit Xls
anthropics
Audits spreadsheet formulas and financial models for errors, hardcodes, and integrity issues, then reports findings.