# Profit Loss

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- **Type:** Skill
- **Install:** `agentstack add skill-openaccountant-skills-profit-loss`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [openaccountant](https://agentstack.voostack.com/s/openaccountant)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [openaccountant](https://github.com/openaccountant)
- **Source:** https://github.com/openaccountant/skills/tree/main/business/profit-loss

## Install

```sh
agentstack add skill-openaccountant-skills-profit-loss
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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 period
- `spending_summary` — aggregate expenses by category to populate operating expense line items

## Workflow
1. Ask for the reporting period (e.g., "Q1 2026" or "January 2026").
2. Use `transaction_search` with `amount > 0` to find all revenue transactions in the period.
3. Use `transaction_search` with `amount  Activity > Download, select CSV; Amex: Statements & Activity > Download Your Transactions).
2. Open in Excel or Google Sheets.
3. Add a "Type" column. Mark each row as Revenue, COGS, or Operating Expense.
4. Use `=SUMIFS(Amount, Type, "Revenue")` for total revenue.
5. Use `=SUMIFS(Amount, Type, "COGS")` for total COGS (use absolute values).
6. Gross Profit = Revenue - COGS. Gross Margin formula: `=GrossProfit/Revenue*100`.
7. Use `=SUMIFS(Amount, Type, "Operating Expense")` for total OpEx.
8. Net Income = Gross Profit - Operating Expenses. Net Margin: `=NetIncome/Revenue*100`.
9. 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](https://github.com/openaccountant)
- **Source:** [openaccountant/skills](https://github.com/openaccountant/skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-openaccountant-skills-profit-loss
- Seller: https://agentstack.voostack.com/s/openaccountant
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.