Financial Chart Standards
Written in-house · editorially graded
Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.
Dry-run test passed · Aug 17, 2026
Trigger check passed
Editorially graded · Aug 17, 2026
Edits and reviews financial chart code (waterfalls, indexed-performance overlays, benchmark comparisons, drawdowns, candlesticks, sparklines) directly in the customer's own charting library and framework, applying construction conventions like zero-basing, base-date labeling, connector-line construction, and cross-component sign consistency, then returns the modified code plus a plain-text compliance checklist. Use when building a new financial chart from scratch or auditing an existing chart component for axis, labeling, annotation, or color-integrity defects.
An installable SKILL.md file for your AI assistant. Produces code.
- Claude Code · Cursor
- Native — drops into .claude/skills/
- Copilot · Codex · Gemini CLI
- Native — reads .agents/skills/
- claude.ai — web & desktop
- Upload the .zip in Customize → Skills
- ChatGPT
- Via a Project — paste into its instructions
See it in action
A real input → output sample
User requests to fix a waterfall chart with a flagged y-axis and apply the project's theme tokens. For Case A (Recharts waterfall with project tokens present), the input includes the RevenueBridge.tsx component with a BarChart and theme.ts with semantic colors, chart stroke, and fonts. For Case B (unknown stack, no tokens, unusual framework), the input includes a vanilla Canvas implementation in views/dd.js with a daily NAV series and a package.json fragment.
The fixed RevenueBridge.tsx component applies the project's theme tokens and includes true floating bars, distinct bar roles, connector lines, and redundant sign encoding. The fixed views/dd.js implementation constructs a drawdown chart with a shaded area between the running peak and current drawdown, a zero/reference line at top, and annotated max peak-to-trough drawdown. Both cases follow financial chart standards and include compliance checklists and notes on the changes made.
Goes well with
- PROMPTPrompt
PE Investor Reporting Templates
Instant, ILPA‑ready investor reports so you never build a template from scratch again.
- portfolio-monitoring-automation.mdSkill
Portfolio KPI Report
Spot trouble early — a polished KPI flag report from your portfolio data, on demand.
- investment-memo-summary.mdSkill
Investment Memo Summary
Transforms raw data into a clear, committee-ready investment memo in minutes, not hours.
- cap-table-visualizer.mdSkill
Cap Table Visualizer
Stressless cap table updates with a professionally designed deck in minutes.
Related
- financial-modeling-template.mdSkill
3-Statement Financial Model
You get a complete financial model template instantly.
- asset-allocation-reporting.mdSkill
Asset Allocation Report
Get a client-ready, tailored asset allocation report with your name on it - every time.
- reconciling-bank-ledger-files.mdSkill
Bank CSV Reconciliation
You reconcile bank statements with your expenses in minutes, not hours.