← ClaudeAtlas

timeseries-financelisted

Time series for financial data - indexing and rebasing, log scale for compounding, TTM and run-rate versus point-in-time, seasonality handling, forecast boundaries, event annotation, period alignment, and the alternatives to dual axes. Trigger on "time series", "trend", "over time", "monthly chart", "YoY", "TTM", "run rate", "seasonality", "log scale", "two different scales", "index to 100".
Lukehle/chartroom · ★ 0 · Web & Frontend · score 70
Install: claude install-skill Lukehle/chartroom
# Time series for finance Financial time series carry traps that general charting advice does not cover: periods are discrete and closed, values get restated, definitions change mid-series, and the thing people want to compare usually has a different magnitude than the thing beside it. --- ## Discrete periods are not continuous Monthly data is monthly. A line smoothed through monthly points invents intermediate values that never existed, and a reader will read them off. - **Columns for discrete periods** where each period is a closed fact — monthly revenue, quarterly bookings. - **Lines for continuously-varying quantities** sampled over time — cash balance, headcount, open AR. - **Never spline/smooth** between periods. Straight segments, or columns. - **Break the line at missing periods.** `chartkit.linePath` does this by default, deliberately — connecting across a gap draws data you do not have. - Mark **partial periods** (month-to-date) distinctly. An incomplete month plotted alongside complete ones reads as a collapse. --- ## Instead of dual axes Dual axes create a crossover point that is an artifact of two arbitrary scales, and readers infer meaning from it. Three honest substitutes: **1. Index both to 100** at a common base period. Now they share a scale and the comparison is real. ``` index_t = 100 × value_t / value_base ``` Best for comparing growth rates of differently-sized things. Label the base period in the axis title — an index chart with no stat