skill-openaccountant-skills-profit-loss · by Install
$ agentstack add skill-openaccountant-skills-profit-loss ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-openaccountant-skills-profit-loss) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Profit & Loss Statement
Overview
Build a standard income statement (P&L) showing revenue, cost of goods sold, gross profit, operating expenses, and net income. Calculates gross margin and net margin percentages.
Wilson Tools Used
transaction_search— pull all income transactions (positive amounts) and expense transactions (negative amounts) for the target periodspending_summary— aggregate expenses by category to populate operating expense line items
Workflow
- Ask for the reporting period (e.g., "Q1 2026" or "January 2026").
- Use
transaction_searchwithamount > 0to find all revenue transactions in the period. - Use
transaction_searchwith `amount Activity > Download, select CSV; Amex: Statements & Activity > Download Your Transactions). - Open in Excel or Google Sheets.
- Add a "Type" column. Mark each row as Revenue, COGS, or Operating Expense.
- Use
=SUMIFS(Amount, Type, "Revenue")for total revenue. - Use
=SUMIFS(Amount, Type, "COGS")for total COGS (use absolute values). - Gross Profit = Revenue - COGS. Gross Margin formula:
=GrossProfit/Revenue*100. - Use
=SUMIFS(Amount, Type, "Operating Expense")for total OpEx. - Net Income = Gross Profit - Operating Expenses. Net Margin:
=NetIncome/Revenue*100. - For multi-month P&L, add a
=TEXT(Date,"YYYY-MM")column and use pivot tables to break out by month.
Important Notes
- Wilson uses negative amounts for expenses and positive for income. The P&L should display expenses as positive numbers in parentheses.
- COGS vs. operating expense classification depends on your business type. A freelancer may have zero COGS. A product business should separate materials and shipping from overhead.
- This is a cash-basis P&L (based on transaction dates), not accrual. If you invoice Net-30, revenue appears when paid, not when invoiced.
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: openaccountant
- Source: openaccountant/skills
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.