◆ Output
What it produces
Roll-forward schedule with beginning balance, activity columns, and ending balance tied to GL
◆ Audience
Best for
Month-end closeaudit supportfinancial statement preparation
◆ Example prompts
Use it like this
After uploading this skill to Claude, type in the chat:
›/roll-forward Build roll-forward for investment account Q1 2025
›/roll-forward Capital account roll-forward from attached GL extract
›/roll-forward Equity roll-forward schedule for month-end close
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◆ Installation
How to use this skill
1
Download the skill ZIP
Go to the Roll-Forward folder on GitHub, download it as a ZIP file. Or download the full Fund Administration vertical to get all 6 skills at once.
2
Upload to Claude
Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.
3
Type /roll-forward in Claude
Open Claude, type /roll-forward, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.
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◆ Related
More skills in Fund Administration