Carta Consolidating Balance Sheet

Q: What is a Claude Code skill and how does the Carta Consolidating Balance Sheet skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Carta Consolidating Balance Sheet is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Dev Tools category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Dev Tools · Sub-category: ide-editor · Last updated: 2026-08-03

Generate a consolidating Balance Sheet for all entities under a firm for a given month and write it as a side-by-side Excel tab with Assets / Liabilities / Equity sections and a Total column. Sourced from Carta MCP (firm/entity resolution + DWH SQL). TRIGGER when the user asks for "balance sheet of all entities of [firm] for [month]", a consolidating BS by entity, or to replicate the "Balance Sheet - consolidating" tab format for a different firm/period. Trigger phrases include "consolidating balance sheet", "BS by entity", "balance sheet of all entities". DO NOT TRIGGER for single-entity BS, P&L / income statement (carta-consolidating-pnl), new budgets (carta-create-budget), pulling Carta-stored budgets (carta-fetch-budget), refreshing actuals (carta-fetch-actuals), pacing (carta-budget-analysis), or what-if (carta-budget-scenarios). Also DO NOT TRIGGER for a single-fund / fund-level balance sheet or fund account balances as-of a date — use carta-explore-data for those.

Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Carta Consolidating Balance Sheet includes pricing or quota commentary; at least one code block. At roughly 4,856 words the SKILL.md is on the longer end of the catalog distribution.

License: Apache-2.0
Original author: carta
Indexed lastmod: 2026-08-03
Catalog position: Dev Tools · ide-editor
Indexed related skills: 10

How Carta Consolidating Balance Sheet fits the catalog

Carta Consolidating Balance Sheet sits in the Dev Tools category under the ide-editor sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

Is Carta Consolidating Balance Sheet safe to install?

A free static scan against the OWASP Agentic Skills Top 10 found no risk patterns in Carta Consolidating Balance Sheet’s SKILL.md — no data-exfiltration, prompt-injection, or unexpected-execution signatures. The full security scan is below.

Installing & verifying

Installing Carta Consolidating Balance Sheet writes its SKILL.md to ~/.claude/skills/carta-consolidating-balance-sheet/SKILL.md; Claude Code discovers it automatically on the next session — no restart flag needed. It declares no allowed-tools restriction, so it inherits your session’s existing tool access rather than narrowing it. To confirm it loaded, ask Claude to list its available skills — carta-consolidating-balance-sheet should appear by name.

What Carta Consolidating Balance Sheet needs to run

External services: The SKILL.md references pricing, quota, or rate limits — it likely calls a paid or rate-limited API. Check the source before wiring it into unattended automation.
Worked code: 4 copy-paste code blocks in the body.
Depth: ~4,856 words, substantial — top of the catalog distribution.

When to reach for it

There are 10 related skills in Dev Tools — a two-minute scan of the alternatives usually confirms whether Carta Consolidating Balance Sheet is the right pick.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

<IMPORTANT> _instrumentation_v2 is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: _instrumentation_v2: {"skills": ["<plugin>:<skill>", ...], "model": "<model-id>"} skills is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry "plugin:skill" and keep them oldest-first, with the most recently used skill last. List only Carta skills (carta-cap-table:,…

What this skill does

Carta Consolidating Balance Sheet is a community-contributed Claude Code skill in the ide-editor sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/carta-consolidating-balance-sheet/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Carta Consolidating Balance Sheet Claude Code skill is built for developers, power users, and teams automating repetitive workflows and improving developer experience. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 178,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/carta-consolidating-balance-sheet
curl -L https://claudskills.com/skills/carta-consolidating-balance-sheet/SKILL.md \
  -o ~/.claude/skills/carta-consolidating-balance-sheet/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/carta-consolidating-balance-sheet/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/carta-consolidating-balance-sheet/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\carta-consolidating-balance-sheet\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Carta Consolidating Balance Sheet Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/carta-consolidating-balance-sheet/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Carta Consolidating Balance Sheet skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Carta Consolidating Balance Sheet skill?

Use Carta Consolidating Balance Sheet when your Claude Code task falls under the Dev Tools category — specifically in the ide editor area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Carta Consolidating Balance Sheet" or describe the task and let Claude pick). Browse related skills at /category/tools/.

What is a Claude Code skill and how does the Carta Consolidating Balance Sheet skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Carta Consolidating Balance Sheet is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Dev Tools category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/carta/plugins/blob/HEAD/plugins/carta-investors/skills/carta-consolidating-balance-sheet/SKILL.md
License: Apache-2.0
Author: carta

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

carta. (2026). Carta Consolidating Balance Sheet [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/carta-consolidating-balance-sheet/

BibTeX

@misc{carta-consolidating-balance-sheet-2026,
  author    = {carta},
  title     = {Carta Consolidating Balance Sheet [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/carta-consolidating-balance-sheet/}
}

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Badge

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Security scan

Grade A · scanned 2026-08-08 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
✓ Execution
✓ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/carta-consolidating-balance-sheet/#security)

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