# Weekly Report

> >

- **Type:** Skill
- **Install:** `agentstack add skill-weklund-fiduciary-weekly-report`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [weklund](https://agentstack.voostack.com/s/weklund)
- **Installs:** 0
- **Category:** [Databases](https://agentstack.voostack.com/c/databases)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [weklund](https://github.com/weklund)
- **Source:** https://github.com/weklund/fiduciary/tree/main/.claude/skills/weekly-report

## Install

```sh
agentstack add skill-weklund-fiduciary-weekly-report
```

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

## About

## Instructions

Generate a weekly finance report from the unified SQLite ledger.

### Data source

Primary: `data/finance.db` (SQLite)

Before generating, check if data is fresh: 
```bash
sqlite3 data/finance.db "SELECT MAX(date) FROM transactions"
```
If older than 2 days, suggest running `bash scripts/sync.sh` first.

### Report sections

#### 1. Account Summary
```sql
SELECT name, mask, type, balance_current, balance_limit,
       CASE WHEN balance_limit > 0 
            THEN ROUND(balance_current * 100.0 / balance_limit, 0) 
            ELSE NULL END as utilization_pct
FROM accounts ORDER BY type, balance_current DESC;
```

#### 2. Weekly Cash Flow (last 7 days)
```sql
SELECT 
  SUM(CASE WHEN amount  0 THEN amount ELSE 0 END) as spending,
  SUM(CASE WHEN amount  0 THEN amount ELSE 0 END) as net
FROM transactions 
WHERE date >= date('now', '-7 days');
```

#### 3. Spending by Category (top 10, last 7 days)
```sql
SELECT description, SUM(amount) as total, COUNT(*) as txns
FROM transactions 
WHERE amount > 0 AND date >= date('now', '-7 days')
GROUP BY description
ORDER BY total DESC LIMIT 15;
```

#### 4. Notable Transactions
- Largest single purchases (top 5)
- Any new recurring charges detected
- Fees or interest charges

```sql
-- Fees/interest this week
SELECT date, description, amount FROM transactions
WHERE date >= date('now', '-7 days') AND amount > 0
  AND (LOWER(description) LIKE '%fee%' 
    OR LOWER(description) LIKE '%interest%'
    OR LOWER(description) LIKE '%overdraft%')
ORDER BY amount DESC;
```

#### 5. Week-over-Week Comparison
```sql
-- This week vs last week
SELECT 
  'This week' as period,
  SUM(CASE WHEN amount > 0 THEN amount ELSE 0 END) as spent
FROM transactions WHERE date >= date('now', '-7 days')
UNION ALL
SELECT 
  'Last week',
  SUM(CASE WHEN amount > 0 THEN amount ELSE 0 END)
FROM transactions WHERE date >= date('now', '-14 days') AND date 2x)
- New subscription charges (flag anything recurring that wasn't present last month)

### Output

Save to `reports/weekly/YYYY-MM-DD.md` AND display to the user.
Keep it concise — bullet points, not paragraphs. Lead with the most important numbers.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [weklund](https://github.com/weklund)
- **Source:** [weklund/fiduciary](https://github.com/weklund/fiduciary)
- **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-weklund-fiduciary-weekly-report
- Seller: https://agentstack.voostack.com/s/weklund
- Browse the marketplace: https://agentstack.voostack.com/browse

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