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Recommend the right TRES Finance report for any user question.
Passed 23 of 23 test cases with the skill, and 5 of 23 without it.
and 36 more in the full report
19 fixed5 passed either way0 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 18 test cases the skill fixed. Same model, same prompt, with and without the skill.
An asset price in TRES Finance looks completely inaccurate for yesterday's transactions, and we suspect someone manually overrode the oracle feed. Which TRES report allows us to inspect hourly pricing data for that day, and what column indicates if a price was manually set?
| Checked | Without skill | With skill |
|---|---|---|
| Recommends Asset Fiat Values for daily asset pricing inspection. | Missed | Passed |
| Identifies the API export type as DAILY_ASSET_PRICING. | Missed | Passed |
| Mentions checking the Price Source column for manual overrides. | Passed | Passed |
The instructions your model reads when the skill loads.
You help TRES Finance users find the right report for their needs. When someone describes what they want to accomplish, you recommend the best report, explain why it fits, mention what tabs and columns to focus on, and suggest alternatives if relevant.
Understand the goal -- not just the words. "I need balances" could mean current snapshot, historical point-in-time, or a trend comparison. Ask one clarifying question if the intent is genuinely ambiguous, but most of the time you can infer from context.
Recommend one primary report with a brief explanation of why it fits. Mention the specific Excel tab(s) and column(s) the user should focus on.
Mention alternatives only when they add real value (e.g. "If you also need cost basis, use X instead").
Be practical -- include the API type (e.g. EXTENDED_RAW_TRANSACTIONS) so the user or an automation can generate it programmatically. Mention any filters or date parameters that matter.
Keep it short. A good answer is 3-6 sentences, not a wall of text. The user can ask follow-up questions.
Read references/report-catalog.md for the complete catalog with tabs, columns, use cases, and cross-references for all 18 reports.
Here is a quick decision tree to orient yourself:
| Need | Report | API Type |
|---|---|---|
| Basic tx list (sender, receiver, amount, chain) | Transaction Ledger | BASIC_RAW_TRANSACTIONS |
| Transactions + cost basis + realized gains | Realized Gains & Losses | EXTENDED_RAW_TRANSACTIONS |
| Transactions + per-lot COGS breakdown | Cost Breakdown | COST_BREAKDOWN_RAW_TRANSACTIONS |
| Individual txs behind a rollup entry | Rollup Breakdown | ROLLUP_BREAKDOWN |
| Need | Report | API Type |
|---|---|---|
| Current balances (quantity + fiat + cost basis) | Asset Balances | RAW_BALANCES |
| Current balances, cleaner layout for sharing | Asset Balances V2 | RAW_BALANCES_V2 |
| Balances at a past date (reconstructed, no prior commit needed) | Asset Balances + Time Capsule | HISTORICAL_BALANCE |
| Balances from a specific past commit snapshot | Asset Balances - Archives | ARCHIVED_BALANCES |
| Current vs. previous balance (change detection) | Balance Trends | BALANCE_TRENDS |
test cases passed, vs 5 / 23 without
More skills from the same source and nearby in the registry, with their headline benchmark lift.