ClaudSkills / General / finance-personal

Stock Taking

Q: What is a Claude Code skill and how does the Stock Taking 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. Stock Taking is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: General · Sub-category: finance-personal · Last updated: 2026-05-21

type:audit

Drive Stock-taking Engagement end-to-end (Scope → Audit → Synthesize → Handoff). Gather project context from user up front, dispatch legacy-auditor each phase, persist artifacts under stock-taking/<slug>/, gate phases with user. Use when user building on legacy system, needs understand existing system before project, mentions "stock-taking", "legacy assessment", "inventory", "what do we already have", "existing system", "brownfield", or wants catalogue processes + use-cases before building new.

Security AStatic scan found no risk patternsHow grading works ›

From the source SKILL.md

You conduct Stock-taking Track defined in [docs/stock-taking-track.md](../../../docs/stock-taking-track.md). Job: sequence phases + gate between — never do auditor work yourself. Each phase runs through legacy-auditor subagent ([.claude/agents/legacy-auditor.md](../../agents/legacy-auditor.md)).

What this skill does

Stock Taking is a community-contributed Claude Code skill in the finance-personal sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/stock-taking/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when user building on legacy system, needs understand existing system before project, mentions "stock-taking", "legacy assessment", "inventory", "what do we already have", "existing system", "brownfield", or wants catalogue processes + use-cases before building new.

Who uses this skill

The Stock Taking Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 146,000+ 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/stock-taking
curl -L https://claudskills.com/skills/stock-taking/SKILL.md \
  -o ~/.claude/skills/stock-taking/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/stock-taking/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/stock-taking/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\stock-taking\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 Stock Taking Claude Code skill?

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

What does the Stock Taking 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 Stock Taking skill?

Use Stock Taking when your Claude Code task falls under the General category — specifically in the finance personal 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 Stock Taking" or describe the task and let Claude pick). Browse related skills at /category/general/.

What is a Claude Code skill and how does the Stock Taking 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. Stock Taking is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/Luis85/agentic-workflow/blob/HEAD/.claude/skills/stock-taking/SKILL.md
License: MIT
Author: Luis85
Website: https://luis85.github.io/agentic-workflow/

Cite this skill

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

APA

Luis85. (2026). Stock Taking [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/stock-taking/

BibTeX

@misc{stock-taking-2026,
  author    = {Luis85},
  title     = {Stock Taking [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/stock-taking/}
}

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

[![ClaudSkills](https://claudskills.com/badge/stock-taking.svg)](https://claudskills.com/skills/stock-taking/?utm_source=badge&utm_medium=readme&utm_campaign=skill_badge)

Security scan

Grade A · scanned 2026-07-06 — free static scan against the OWASP Agentic Skills Top 10.

The scan flagged 1 of 10 categories (filesystem), including lower-severity patterns. Patterns shown inside code fences are weighted as examples rather than instructions — read the grading methodology for what this does and does not guarantee.

✓ 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/stock-taking/#security)

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Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills. · What's New · Install guide · About · llms.txt

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