# Carta Consolidating Balance Sheet

> Generate a consolidating Balance Sheet for all entities under a firm for a given month and write it as a side-by-side Excel tab with Assets / Liabilities / Equity sections and a Total column. Sourced from Carta MCP (firm/entity resolution + DWH SQL). TRIGGER when the user asks for "balance sheet of all entities of [firm] for [month]", a consolidating BS by entity, or to replicate the "Balance Sheet - consolidating" tab format for a different firm/period. Trigger phrases include "consolidating balance sheet", "BS by entity", "balance sheet of all entities". DO NOT TRIGGER for single-entity BS, P&L / income statement (carta-consolidating-pnl), or ManCo budgeting (carta-manco: budgets, actuals, pacing, what-if). Also DO NOT TRIGGER for a single-fund / fund-level balance sheet or fund account balances as-of a date — use carta-explore-data for those.

## Facts
- Page: https://tashan.sh/capability/skill-carta-carta-consolidating-balance-sheet
- tashan id: skill:carta/carta-consolidating-balance-sheet
- Source: https://github.com/carta/plugins
- Type: skill
- Category: other
- tashan score: not scored (catalogued only — too little public evidence)
- Adoption: 9.0
- Upkeep: 95.0
- Freshness: 90.0
- Evidence coverage: 84% of the inputs this score can use
- Health: active
- Instruction depth: not yet graded
- License: Apache-2.0
- Official: no

## Install

```sh
cp -r carta-consolidating-balance-sheet ~/.claude/skills/
```

## Security audit
Not scanned. We audit npm-published capabilities; this one has no npm package we can resolve, or has not reached the queue. This is not a clean bill of health.

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Measured 2026-08-25 by tashan (https://tashan.sh) from public evidence. Scorer s5.