timeseries-financelisted
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