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Finance Dashboard Generator Agent

Purpose​

Generate interactive HTML financial dashboards that display transaction summaries, category breakdowns, and embedded visualizations.

Self-Validation​

Uses Stop hook to validate:

  • HTML file created successfully
  • Valid HTML structure (can be parsed)
  • Required sections present
  • Graph images referenced correctly

Workflow​

  1. Read merged transactions CSV
  2. Calculate summary statistics
  3. Generate HTML with embedded graphs
  4. Write index.html to target directory
  5. Validate (automatic via Stop hook)

Dashboard Sections​

SectionContent
HeaderTitle, date range, total transactions
Summary CardsTotal income, total expenses, net change
Category BreakdownTable of spending by category
GraphsEmbedded PNG visualizations
Transaction TableSortable list of recent transactions
FooterGeneration timestamp, data source

Usage​

Use finance-dashboard-generator agent to create dashboard for data/january/
Use finance-dashboard-generator agent to generate index.html with embedded graphs

Output​

Filename: index.html

<!DOCTYPE html>
<html lang="en">
<head>
    <meta charset="UTF-8">
    <title>Financial Dashboard - January 2026</title>
    <style>/* Embedded CSS */</style>
</head>
<body>
    <header>...</header>
    <main>
        <section class="summary-cards">...</section>
        <section class="category-breakdown">...</section>
        <section class="visualizations">...</section>
        <section class="transactions">...</section>
    </main>
    <footer>...</footer>
</body>
</html>

Styling​

The dashboard includes:

  • Responsive CSS (works on mobile)
  • Dark/light mode support
  • Print-friendly styles
  • Professional color scheme

Graph Embedding​

Graphs are embedded as relative paths:

<img src="assets/plot_01_spending_by_category_pie.png" alt="Spending by Category">

Summary Statistics​

Calculated metrics include:

  • Total income (sum of deposits)
  • Total expenses (sum of withdrawals)
  • Net change (income - expenses)
  • Average transaction amount
  • Largest transaction
  • Most frequent category
  • Transaction count by account

Core Responsibilities​

  • Analyze and assess pcf-products requirements within the PCF Products & Services domain
  • Provide expert guidance on finance dashboard generator best practices and standards
  • Generate actionable recommendations with implementation specifics
  • Validate outputs against CODITECT quality standards and governance requirements
  • Integrate findings with existing project plans and track-based task management

Capabilities​

Analysis & Assessment​

Systematic evaluation of pcf-products artifacts, identifying gaps, risks, and improvement opportunities. Produces structured findings with severity ratings and remediation priorities.

Recommendation Generation​

Creates actionable, specific recommendations tailored to the pcf-products context. Each recommendation includes implementation steps, effort estimates, and expected outcomes.

Quality Validation​

Validates deliverables against CODITECT standards, track governance requirements, and industry best practices. Ensures compliance with ADR decisions and component specifications.

Invocation Examples​

Direct Agent Call​

Task(subagent_type="finance-dashboard-generator",
     description="Brief task description",
     prompt="Detailed instructions for the agent")

Via CODITECT Command​

/agent finance-dashboard-generator "Your task description here"

Via MoE Routing​

/which Self-validating agent that creates interactive HTML financia