P&L Calculator

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This skill computes and displays profit & loss metrics for a trading portfolio. It supports configurable periods (daily, month-to-date, year-to-date) and provides attribution analysis, breakdowns by strategy or symbol, and a summary of winners and losers. Use it to quickly assess portfolio performance and identify sources of P&L.

Sby Skills Guide Bot
Data & AIIntermediate
6/2/2026
Claude Code
#pnl#profit-loss#trading-metrics#financial-analysis#attribution-analysis

Recommended for

Automated summary

Calculates and displays profit and loss metrics with detailed attribution, including realized and unrealized components, fees, and financing.

Strengths

  • Comprehensive P&L view with breakdown by strategy and symbol
  • Displays top winners/losers with cumulative ASCII chart
  • Detailed attribution analysis (allocation, selection, timing, factors)
  • Supports multiple time periods (today, MTD, YTD) and filters

Limitations

  • Relies on an external API for trade data
  • ASCII chart may be too simplistic for complex intervals
  • Requires data to be structured according to expected components
When to use it

Use this skill to get a quick overview of trading performance with decomposition by strategy, symbol, and attribution.

When not to use it

Do not use it when you need real-time trade-level data or granular transaction analysis.

Security analysis

Safe
Quality score90/100

The skill only fetches data from an internal API and formats it for display. There are no destructive, exfiltrating, or code-execution instructions.

No concerns found

How this analysis is made

Examples

Today's P&L summary
Show me today's P&L with breakdown by strategy and top winners/losers.
Month-to-date attribution
Show me month-to-date P&L attribution including asset allocation and security selection.
P&L by symbol with realized only
Show me P&L for AAPL, realized only, for the last 10 days.

name: pnl description: Calculate and display P&L metrics and attribution argument-hint: "[--today|--mtd|--ytd|--attribution]"

P&L Calculator

Calculate and display profit & loss metrics with attribution.

Usage

  • /pnl - Today's P&L summary
  • /pnl --mtd - Month-to-date P&L
  • /pnl --ytd - Year-to-date P&L
  • /pnl --attribution - P&L attribution analysis
  • /pnl --by-strategy - P&L by strategy
  • /pnl --by-symbol AAPL - P&L for specific symbol
  • /pnl --realized - Only realized P&L

P&L Components

| Component | Description | |-----------|-------------| | Realized | Closed position P&L | | Unrealized | Open position mark-to-market | | Fees | Trading fees and commissions | | Financing | Margin interest, borrowing costs | | FX | Currency conversion impact |

Instructions

When this skill is invoked:

  1. Parse arguments:

    • No args: Today's P&L
    • --mtd: Month-to-date
    • --ytd: Year-to-date
    • --days N: Last N days
    • --attribution: Detailed attribution
    • --by-strategy: Group by strategy
    • --by-symbol: Filter to symbol
    • --realized: Only closed P&L
  2. Fetch P&L data:

    • API endpoint: GET /pnl
    • With period: ?period=mtd
  3. Display P&L summary:

    ═══════════════════════════════════════════════════════════
                      P&L SUMMARY - TODAY
    ═══════════════════════════════════════════════════════════
    
    Gross P&L:          +$4,250.00
    Fees & Commissions:    -$125.50
    Financing:              -$45.00
    ─────────────────────────────────────────────────────────
    Net P&L:            +$4,079.50  (+0.33%)
    
    BREAKDOWN
    ─────────────────────────────────────────────────────────
    Realized:           +$2,150.00
    Unrealized:         +$1,929.50
    
    BY STRATEGY
    ─────────────────────────────────────────────────────────
    Momentum:           +$2,500.00  ████████████
    Mean Reversion:       +$800.00  ████
    Stat Arb:             +$779.50  ███
    
  4. For --attribution:

    • Asset allocation: Contribution by asset class
    • Security selection: Alpha from stock picking
    • Timing: Contribution from entry/exit timing
    • Factor exposure: Factor-based attribution
    • Residual: Unexplained P&L
  5. Display top winners/losers:

    TOP WINNERS                    TOP LOSERS
    ─────────────────────────────────────────────
    NVDA    +$1,250 (+2.1%)       TSLA    -$450 (-1.2%)
    AAPL      +$890 (+1.5%)       META    -$320 (-0.8%)
    GOOGL     +$650 (+1.2%)       AMZN    -$180 (-0.4%)
    
  6. Show P&L chart (ASCII):

    Cumulative P&L (MTD)
         │
    $15K ┤                              ╭─
    $10K ┤                    ╭────────╯
     $5K ┤          ╭────────╯
      $0 ┼────╮    ╯
    -$5K ┤    ╰───╯
         └────────────────────────────────
         1    5    10   15   20   25   30
    
  7. Summary metrics:

    • Win rate (% of profitable days)
    • Average win vs average loss
    • Profit factor (gross wins / gross losses)
    • Best/worst day

From the file to a first result

The download contains exactly the content displayed on this page. This copy may differ from the latest version in the source repository.

View the source and supporting files

This download contains SKILL.md only. Any scripts, references, templates and dependencies are not included. Get the required files from the source, preserving their directory structure, before continuing.

1. Download the file

Download SKILL.md

From the root of a test project, save the file as .skill-downloads/p-l-calculator-mm5t8bo4/SKILL.md, or use the command below. This folder is for inspecting the skill before installation.

Command for macOS/Linux or WSL: requires a POSIX shell and curl. On Windows without WSL, use the download button and create the folder manually.

mkdir -p '.skill-downloads/p-l-calculator-mm5t8bo4' && curl --fail --show-error --location 'https://skills-guides.com/api/skills/p-l-calculator-mm5t8bo4/download' --output '.skill-downloads/p-l-calculator-mm5t8bo4/SKILL.md.part' && mv '.skill-downloads/p-l-calculator-mm5t8bo4/SKILL.md.part' '.skill-downloads/p-l-calculator-mm5t8bo4/SKILL.md'

2. Check prerequisites

Read SKILL.md before using it. If it references scripts or external services, inspect them and prepare the required access in your test environment.

No recognized prerequisites section in this file. This does not mean it is self-contained: libraries, tools and access requirements may be mentioned elsewhere in the content or source repository.

The platforms on this page are catalog indications. The paths below follow tool documentation; they do not prove this skill has been run in those tools. No minimum tool version is confirmed for this listing.

3. Load the skill

After inspection, copy the complete folder into your project using one of the commands below, then open a new tool session. The command stops if a folder with the same name already exists: compare the files before replacing it.

Claude Code
test -f '.skill-downloads/p-l-calculator-mm5t8bo4/SKILL.md' && test -s '.skill-downloads/p-l-calculator-mm5t8bo4/SKILL.md' && mkdir -p '.claude/skills' && test ! -e '.claude/skills/pnl' && cp -R '.skill-downloads/p-l-calculator-mm5t8bo4' '.claude/skills/pnl'

OpenSkills

OpenSkills must already be installed. The local install/read procedure is checked with OpenSkills 1.5.0, which requires Node.js ≥ 20.6.0. Catalog slugs are not resolved automatically.

Official OpenSkills installation
openskills install './.skill-downloads/p-l-calculator-mm5t8bo4'

openskills read 'p-l-calculator-mm5t8bo4'

Reading should display the installed file content and its base directory. It does not run the skill or install its dependencies.

For an agent that reads AGENTS.md, then sync the index. This command changes AGENTS.md: review the diff before using it.

openskills sync

Manual method or another tool: attach SKILL.md to a conversation, or open it in an agent that can read files. Include any required supporting resources. No universal folder is recognized by every tool.

4. Try a first task

Use a short, synthetic input: an API endpoint, a small document or an interface brief. In a new conversation, attach the file or give the agent its path, then adapt this request:

Read .skill-downloads/p-l-calculator-mm5t8bo4/SKILL.md and apply its instructions to this example: [describe a test input]. Identify any missing files, dependencies or access. Produce the result requested by the skill without inventing data or running unreviewed scripts.

Expected result: output matching the skill instructions, or a precise list of missing prerequisites. A read confirmation alone does not validate a first use. If an external resource is unavailable, that path remains untested.

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