income-statement
Wells Fargo Income Statement
For Claude: How to Use This Skill
Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
When To Use
- Generate monthly or multi-month income statements from Wells Fargo transaction data.
- Categorize transactions into income and expense line items.
- Produce human-readable Markdown and machine-readable JSON reports.
- Persist income statement snapshots into SerenDB for downstream analysis.
Prerequisites
- The
bank-statement-processingskill must have completed at least one successful run with SerenDB sync enabled. - SerenDB must contain populated
wf_transactionsandwf_txn_categoriestables.
Safety Profile
More from serenorg/seren-skills
polymarket-bot
Autonomous trading agent for Polymarket prediction markets using Seren ecosystem
9polymarket-maker-rebate-bot
Provide two-sided liquidity on Polymarket with rebate-aware quoting, inventory controls, and dry-run-first execution for binary markets.
6seren-bounty
Work with Seren Bounty affiliate bounties: customers create and fund verifier-backed bounties; agents join to receive a referral_code and accrue earnings as qualifying events are verified; a release sweep pays matured earnings out of escrow.
3saas-short-trader
Alpaca-branded SaaS short trader with MCP-native execution: scores AI disruption risk, builds capped short baskets, and tracks paper/live PnL in SerenDB.
2high-throughput-paired-basis-maker
Run a paired-market basis strategy on Polymarket with mandatory backtest-first gating before trade intents.
2budget-tracker
Compare actual Wells Fargo spending against user-defined monthly budgets per category, calculate variance, and track budget adherence over time.
1