Carta Reporting
Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights & preferences. Also handles any request starting with "Generate Carta Excel —" (the artifact prompt bar payload). Defers to specialized skills for: waterfall exits, SAFE/note conversion math, voting rights, issuance, modifying issuables, per-stakeholder vesting detail (use carta-grant-vesting for "How much has [name] vested?"), round history lookup (use carta-round-history for "What was our Series B round?"), and SAFE/convertible conversion math. Not for cross-portfolio data.
Security AStatic scan found no risk patternsHow grading works ›
From the source SKILL.md
<!-- carta:instrumentation-fallback --> <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 Reporting is a community-contributed Claude Code skill in the conversion sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/carta-reporting/ and loads when your prompt matches the skill's trigger.
Who uses this skill
The Carta Reporting Claude Code skill is built for growth marketers, product-led growth teams, founders running experiments, and performance marketing teams. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 196,000+ 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-reporting
curl -L https://claudskills.com/skills/carta-reporting/SKILL.md \
-o ~/.claude/skills/carta-reporting/SKILL.md
Or just download SKILL.md directly and drop it into ~/.claude/skills/carta-reporting/. Claude Code auto-discovers it on next session.
Skills live at ~/.claude/skills/carta-reporting/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\carta-reporting\SKILL.md on Windows. See the full install guide for step-by-step instructions.
Telegram
📱 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.
Frequently asked questions
How do I install the Carta Reporting Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy
SKILL.md from the source repository to
~/.claude/skills/carta-reporting/SKILL.md and restart Claude Code. Both flows are detailed at
claudskills.com/install/.
What does the Carta Reporting skill do?
Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights & preferences. Also handles any request starting with "Generate Carta Excel —" (the artifact prompt bar payload). Defers to specialized skills for: waterfall exits, SAFE/note conversion math, voting rights, issuance, modifying issuables, per-stakeholder vesting detail (use carta-grant-vesting for "How much has [name] vested?"), round history lookup (use carta-round-history for "What was our Series B round?"), and SAFE/convertible conversion math. Not for cross-portfolio data.
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 Reporting skill?
Use Carta Reporting when your Claude Code task falls under the Growth & Marketing category — specifically in the conversion 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 Reporting" or describe the task and let Claude pick). Browse related skills at
/category/growth/.
What is a Claude Code skill and how does the Carta Reporting 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 Reporting is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Growth & Marketing category. Learn more at
/learn/what-is-a-claude-skill/.
Attribution & license
Cite this skill
If you reference this skill in a blog post, paper, or documentation, you can cite it as:
APA
carta. (2026). Carta Reporting [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/carta-reporting/
BibTeX
@misc{carta-reporting-2026,
author = {carta},
title = {Carta Reporting [Claude Code skill]},
year = {2026},
publisher = {ClaudSkills},
url = {https://claudskills.com/skills/carta-reporting/}
}Embed this skill
Promote, attribute, or link this skill from your own README, blog post, or documentation. All three snippets are free to use — no sign-up, no API key. More distribution surfaces →
Badge
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<iframe>
<iframe src="https://claudskills.com/embed/carta-reporting.html" width="100%" height="160" frameborder="0" loading="lazy" title="ClaudSkills: Carta Reporting"></iframe>
Security scan
Grade A · scanned 2026-09-28 — 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):
[](https://claudskills.com/skills/carta-reporting/#security)
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