Not in the top 1,000 by GitHub stars

googlarz/finance-assistant

Personal finance copilot — real math, not AI guesses. 6 locales · 13 bank formats · Monte Carlo FIRE. claude.ai · Claude Code · Cowork. Open source, free.

Claude Code Finance Productivity

History

Review weekly changes to SKILL.md before updating. Dates mark the weeks in which we observed each version; checks apply to the recorded commits.

View weekly changes

`SKILL.md`

Week of Nov 2, 2026 · +0 / −0 lines

Before Not checked yet → After Network or broad shell

3583c5d3c7e2 → 35644ae95d07

Diff text is unavailable under the recorded licenses. Line counts and the GitHub link remain available.

Compare on GitHub

Week of Oct 26, 2026 · Line counts unavailable

Before Not checked yet → After Not checked yet

First observation → 3583c5d3c7e2

No earlier version was observed for comparison.

Compare on GitHub

View on GitHub Add to my skills

Verified commit 35644ae95d073e9d0a67baa7c3b6fa0d80a4d26e

Version-pinned installation · Claude Code

git clone --filter=blob:none --no-checkout https://github.com/googlarz/finance-assistant.git .hotskills/googlarz-finance-assistant && git -C .hotskills/googlarz-finance-assistant checkout --detach 35644ae95d073e9d0a67baa7c3b6fa0d80a4d26e
# Copy each selected skill directory from .hotskills/googlarz-finance-assistant into .claude/skills/<skill-name>/

51GitHub stars

1star in 7 days

1skill in this repository

5commits in 30 days

Heat

2.8

Star growth, last 7 daysNot available
Star growth, last 24 hoursNot available
Rank movement, last 7 daysNot available
Commits, last 30 daysNot available
Accounts asking about it through MCP, last 7 daysNot available
Hot votes this weekNot available

Heat never changes the order by stars, and sponsorship never touches it. How heat works

Stars over time

30-day change not yet available: not enough history.

Individual skills in this repository

finance-assistant /

How it works

finance-assistant

When your agent uses it

Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or going freelance.

What it loads into context

Frontmatter

193 tokens

Always available to the agent

SKILL.md

10,933 tokens

When the skill is activated

Reference documents

68,293 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

1. Mission and Boundaries
2. Voice and Tone — this is the most important section
3. Non-Negotiable Rules
3a. Evidence and Data Policy
4. Start of Session
4a. Scheduled Tasks
4b. The "hi" check-in
5. Core Turn Loop
6. Mode Router
MCP Server (read-only)
CLI Usage
7. Tool Contract
Visualizations

Scripts executed separately

install.sh
scripts/account_manager.py
scripts/accountability_engine.py
scripts/adviser_handoff.py
scripts/alert_telemetry.py
scripts/amount_parse.py
scripts/annual_summary.py
scripts/audit_log.py
scripts/backup.py
scripts/bank_sync.py
scripts/benchmarks.py
scripts/broker_importer.py
scripts/budget_engine.py
scripts/capital_gains.py
scripts/cashflow_forecast.py
scripts/category_learner.py
scripts/chart_builder.py
scripts/comparison_engine.py
scripts/cowork_tasks.py
scripts/csv_importer.py
scripts/currency.py
scripts/data_coach.py
scripts/data_safety.py
scripts/db.py
scripts/db_migrate.py
scripts/debt_optimizer.py
scripts/demo_data.py
scripts/doctor.py
scripts/document_sorter.py
scripts/finance_storage.py
scripts/financial_journal.py
scripts/financial_monitor.py
scripts/generate_report.py
scripts/goal_tracker.py
scripts/hooks/auto_ingest.py
scripts/household.py
scripts/import_router.py
scripts/inbox_scanner.py
scripts/insight_engine.py
scripts/insurance_analyzer.py
scripts/investment_returns.py
scripts/investment_tracker.py
scripts/life_events.py
scripts/llm_import.py
scripts/locale_loader.py
scripts/locale_registry.py
scripts/locale_telemetry.py
scripts/mcp_server.py
scripts/monte_carlo.py
scripts/mt940_importer.py
scripts/net_worth_engine.py
scripts/ofx_importer.py
scripts/onboarding.py
scripts/output_builder.py
scripts/overdraft_detector.py
scripts/pdf_importer.py
scripts/price_sync.py
scripts/profile_manager.py
scripts/receipt_scanner.py
scripts/reconciliation.py
scripts/recurring_engine.py
scripts/report_renderer.py
scripts/scaffold_locale.py
scripts/scenario_engine.py
scripts/scenario_store.py
scripts/session_alerts.py
scripts/session_hygiene.py
scripts/session_memory.py
scripts/snapshot_scheduler.py
scripts/sovereignty_check.py
scripts/subscription_actions.py
scripts/subscription_detector.py
scripts/tax_brief.py
scripts/tax_engine.py
scripts/tax_optimizer.py
scripts/tax_scenarios.py
scripts/threshold_alerts.py
scripts/timeline_engine.py
scripts/transaction_logger.py
scripts/transaction_normalizer.py
scripts/transfer_matcher.py
scripts/validate_locale.py
scripts/viz.py
scripts/weekly_digest.py
scripts/whatif_engine.py
scripts/workspace_builder.py
skill.py
tests/__init__.py
tests/conftest.py
tests/test_account_manager.py
tests/test_accountability_engine.py
tests/test_annual_summary.py
tests/test_audit_log.py
tests/test_backup.py
tests/test_bank_sync.py
tests/test_benchmarks.py
tests/test_budget_engine.py
tests/test_call_signatures.py
tests/test_cashflow_forecast.py
tests/test_chart_builder.py
tests/test_comparison_engine.py
tests/test_currency.py
tests/test_data_coach.py
tests/test_data_safety.py
tests/test_db.py
tests/test_debt_optimizer.py
tests/test_demo_data.py
tests/test_doctor.py
tests/test_finance_storage.py
tests/test_financial_journal.py
tests/test_goal_tracker.py
tests/test_health_nudge.py
tests/test_household.py
tests/test_import_system.py
tests/test_importers.py
tests/test_insight_engine.py
tests/test_insurance_analyzer.py
tests/test_investment_tracker.py
tests/test_issues_9_10_11.py
tests/test_journeys.py
tests/test_life_events.py
tests/test_llm_import.py
tests/test_locale_de.py
tests/test_locale_telemetry.py
tests/test_mcp_server.py
tests/test_monitor_cap.py
tests/test_monte_carlo.py
tests/test_net_worth_engine.py
tests/test_onboarding.py
tests/test_overdraft_detector.py
tests/test_price_sync.py
tests/test_profile_manager.py
tests/test_receipt_scanner.py
tests/test_recurring_engine.py
tests/test_scenario_engine.py
tests/test_scenario_store.py
tests/test_session_alerts.py
tests/test_session_memory.py
tests/test_sovereignty_check.py
tests/test_subscription_actions.py
tests/test_subscription_detector.py
tests/test_tax_brief.py
tests/test_tax_engine.py
tests/test_tax_optimizer.py
tests/test_tax_properties.py
tests/test_tax_scenarios.py
tests/test_threshold_alerts.py
tests/test_timeline_engine.py
tests/test_transaction_logger.py
tests/test_transfer_matcher.py
tests/test_v410_all_accounts.py
tests/test_v410_hygiene.py
tests/test_v410_investments.py
tests/test_viz.py
tests/test_voice_lint.py
tests/test_whatif_engine.py
tests/test_workspace_builder.py

Files

.claude/settings.jsonasset259 bytes
.github/ISSUE_TEMPLATE/bug_report.mddoc360 bytes
.github/ISSUE_TEMPLATE/feature_request.mddoc336 bytes
.github/ISSUE_TEMPLATE/new_locale.mddoc346 bytes
.github/SECURITY.mddoc1,628 bytes
.github/pull_request_template.mddoc377 bytes
.github/workflows/ci.ymlasset1,216 bytes
.github/workflows/pages.ymlasset599 bytes
.github/workflows/validate-locale.ymlasset1,541 bytes
.gitignoreasset102 bytes
.gitmodulesasset103 bytes
CHANGELOG.mddoc47,330 bytes
CONTRIBUTING.mddoc5,191 bytes
LICENSEasset911 bytes
README.mddoc15,604 bytes
SKILL.mdcore47,464 bytes
SKILL.mdcore47,464 bytes
SKILL.mdcore47,464 bytes
TASKS.mddoc2,510 bytes
assets/dashboard-preview.jpgasset928,753 bytes
assets/demo.svgasset3,970 bytes
assets/finance_dashboard_template.htmlasset108,726 bytes
assets/folder_structure_template.mddoc5,676 bytes
assets/steuerberater_handoff.mddoc11,030 bytes
assets/tax_dashboard_template.htmlasset3,816 bytes
docs/ARCHITECTURE.mddoc21,390 bytes
docs/MCP.mddoc3,098 bytes
docs/SECURITY.mddoc8,675 bytes
docs/index.htmlasset23,338 bytes
docs/launch/CHECKLIST.mddoc3,972 bytes
docs/launch/README.mddoc1,081 bytes
docs/launch/awesome-claude-code-entry.mddoc1,225 bytes
docs/launch/demo-transcript.mddoc2,982 bytes
docs/launch/hn-show.mddoc3,154 bytes
docs/launch/linkedin.mddoc1,306 bytes
docs/launch/plugin-listing.mddoc2,362 bytes
docs/launch/product-hunt.mddoc2,035 bytes
docs/launch/reddit-claudeai.mddoc1,738 bytes
docs/launch/reddit.mddoc3,703 bytes
docs/launch/show-hn.mddoc2,769 bytes
docs/launch/x-thread.mddoc1,367 bytes
docs/sovereignty.mddoc3,833 bytes
install.shruns1,315 bytes
projects-template/PROJECT_INSTRUCTIONS.mddoc3,394 bytes
projects-template/README.mddoc1,936 bytes
pyproject.tomlasset828 bytes
references/budgeting-strategies.mddoc1,330 bytes
references/debt-strategies.mddoc1,503 bytes
references/deduction-rules.mddoc16,606 bytes
references/elster-guide.mddoc11,863 bytes
references/expat-guide.mddoc9,585 bytes
references/financial-blind-spots.mddoc9,990 bytes
references/fire-planning.mddoc1,986 bytes
references/freelancer-guide.mddoc14,029 bytes
references/insurance-checklist.mddoc2,167 bytes
references/investment-basics.mddoc1,769 bytes
references/law-change-monitoring.mddoc7,955 bytes
references/life-events.mddoc18,708 bytes
references/scenarios.mddoc18,015 bytes
requirements.txtdoc698 bytes
scripts/account_manager.pyruns13,182 bytes
scripts/accountability_engine.pyruns15,575 bytes
scripts/adviser_handoff.pyruns5,907 bytes
scripts/alert_telemetry.pyruns8,421 bytes
scripts/amount_parse.pyruns1,638 bytes
scripts/annual_summary.pyruns18,422 bytes
scripts/audit_log.pyruns6,708 bytes
scripts/backup.pyruns8,994 bytes
scripts/bank_sync.pyruns25,356 bytes
scripts/benchmarks.pyruns14,836 bytes
scripts/broker_importer.pyruns5,172 bytes
scripts/budget_engine.pyruns16,954 bytes
scripts/capital_gains.pyruns5,556 bytes
scripts/cashflow_forecast.pyruns9,991 bytes
scripts/category_learner.pyruns4,975 bytes
scripts/chart_builder.pyruns38,561 bytes
scripts/comparison_engine.pyruns8,593 bytes
scripts/cowork_tasks.pyruns10,866 bytes
scripts/csv_importer.pyruns27,849 bytes
scripts/currency.pyruns8,869 bytes
scripts/data_coach.pyruns17,610 bytes
scripts/data_safety.pyruns27,969 bytes
scripts/db.pyruns11,677 bytes
scripts/db_migrate.pyruns19,165 bytes
scripts/debt_optimizer.pyruns10,471 bytes
scripts/demo_data.pyruns10,961 bytes
scripts/doctor.pyruns5,815 bytes
scripts/document_sorter.pyruns23,465 bytes
scripts/finance_storage.pyruns13,089 bytes
scripts/financial_journal.pyruns8,105 bytes
scripts/financial_monitor.pyruns9,198 bytes
scripts/generate_report.pyruns16,556 bytes
scripts/goal_tracker.pyruns8,339 bytes
scripts/hooks/auto_ingest.pyruns10,792 bytes
scripts/household.pyruns13,528 bytes
scripts/import_router.pyruns17,246 bytes
scripts/inbox_scanner.pyruns12,080 bytes
scripts/insight_engine.pyruns11,342 bytes
scripts/insurance_analyzer.pyruns7,863 bytes
scripts/investment_returns.pyruns7,841 bytes
scripts/investment_tracker.pyruns16,674 bytes
scripts/life_events.pyruns4,174 bytes
scripts/llm_import.pyruns9,890 bytes
scripts/locale_loader.pyruns3,879 bytes
scripts/locale_registry.pyruns2,057 bytes
scripts/locale_telemetry.pyruns3,082 bytes
scripts/mcp_server.pyruns9,367 bytes
scripts/monte_carlo.pyruns26,602 bytes
scripts/mt940_importer.pyruns3,922 bytes
scripts/net_worth_engine.pyruns12,880 bytes
scripts/ofx_importer.pyruns3,742 bytes
scripts/onboarding.pyruns52,996 bytes
scripts/output_builder.pyruns5,267 bytes
scripts/overdraft_detector.pyruns16,942 bytes
scripts/pdf_importer.pyruns11,400 bytes
scripts/price_sync.pyruns8,492 bytes
scripts/profile_manager.pyruns17,277 bytes
scripts/receipt_scanner.pyruns11,399 bytes
scripts/reconciliation.pyruns3,969 bytes
scripts/recurring_engine.pyruns14,199 bytes
scripts/report_renderer.pyruns7,965 bytes
scripts/scaffold_locale.pyruns17,188 bytes
scripts/scenario_engine.pyruns17,586 bytes
scripts/scenario_store.pyruns12,688 bytes
scripts/session_alerts.pyruns29,920 bytes
scripts/session_hygiene.pyruns1,892 bytes
scripts/session_memory.pyruns4,027 bytes
scripts/snapshot_scheduler.pyruns4,692 bytes
scripts/sovereignty_check.pyruns5,969 bytes
scripts/subscription_actions.pyruns5,568 bytes
scripts/subscription_detector.pyruns9,232 bytes
scripts/tax_brief.pyruns10,122 bytes
scripts/tax_engine.pyruns14,071 bytes
scripts/tax_optimizer.pyruns21,217 bytes
scripts/tax_scenarios.pyruns7,637 bytes
scripts/threshold_alerts.pyruns5,771 bytes
scripts/timeline_engine.pyruns23,779 bytes
scripts/transaction_logger.pyruns30,230 bytes
scripts/transaction_normalizer.pyruns5,199 bytes
scripts/transfer_matcher.pyruns13,334 bytes
scripts/validate_locale.pyruns9,696 bytes
scripts/viz.pyruns12,682 bytes
scripts/weekly_digest.pyruns11,750 bytes
scripts/whatif_engine.pyruns10,168 bytes
scripts/workspace_builder.pyruns16,070 bytes
skill.pyruns32,252 bytes
tests/__init__.pyruns0 bytes
tests/conftest.pyruns3,266 bytes
tests/test_account_manager.pyruns6,228 bytes
tests/test_accountability_engine.pyruns18,846 bytes
tests/test_annual_summary.pyruns19,693 bytes
tests/test_audit_log.pyruns2,918 bytes
tests/test_backup.pyruns3,081 bytes
tests/test_bank_sync.pyruns22,124 bytes
tests/test_benchmarks.pyruns8,730 bytes
tests/test_budget_engine.pyruns4,840 bytes
tests/test_call_signatures.pyruns4,350 bytes
tests/test_cashflow_forecast.pyruns13,785 bytes
tests/test_chart_builder.pyruns14,155 bytes
tests/test_comparison_engine.pyruns9,847 bytes
tests/test_currency.pyruns3,309 bytes
tests/test_data_coach.pyruns6,575 bytes
tests/test_data_safety.pyruns12,102 bytes
tests/test_db.pyruns20,343 bytes
tests/test_debt_optimizer.pyruns4,036 bytes
tests/test_demo_data.pyruns3,027 bytes
tests/test_doctor.pyruns844 bytes
tests/test_finance_storage.pyruns3,451 bytes
tests/test_financial_journal.pyruns7,470 bytes
tests/test_goal_tracker.pyruns3,536 bytes
tests/test_health_nudge.pyruns1,004 bytes
tests/test_household.pyruns13,280 bytes
tests/test_import_system.pyruns32,910 bytes
tests/test_importers.pyruns8,894 bytes
tests/test_insight_engine.pyruns1,509 bytes
tests/test_insurance_analyzer.pyruns1,574 bytes
tests/test_investment_tracker.pyruns6,576 bytes
tests/test_issues_9_10_11.pyruns5,010 bytes
tests/test_journeys.pyruns10,514 bytes
tests/test_life_events.pyruns4,135 bytes
tests/test_llm_import.pyruns4,764 bytes
tests/test_locale_de.pyruns3,395 bytes
tests/test_locale_telemetry.pyruns1,355 bytes
tests/test_mcp_server.pyruns3,937 bytes
tests/test_monitor_cap.pyruns1,361 bytes
tests/test_monte_carlo.pyruns11,247 bytes
tests/test_net_worth_engine.pyruns7,188 bytes
tests/test_onboarding.pyruns27,700 bytes
tests/test_overdraft_detector.pyruns14,309 bytes
tests/test_price_sync.pyruns9,022 bytes
tests/test_profile_manager.pyruns2,565 bytes
tests/test_receipt_scanner.pyruns13,349 bytes
tests/test_recurring_engine.pyruns3,606 bytes
tests/test_scenario_engine.pyruns7,980 bytes
tests/test_scenario_store.pyruns8,486 bytes
tests/test_session_alerts.pyruns7,280 bytes
tests/test_session_memory.pyruns4,710 bytes
tests/test_sovereignty_check.pyruns821 bytes
tests/test_subscription_actions.pyruns2,785 bytes
tests/test_subscription_detector.pyruns3,749 bytes
tests/test_tax_brief.pyruns3,421 bytes
tests/test_tax_engine.pyruns10,455 bytes
tests/test_tax_optimizer.pyruns13,178 bytes
tests/test_tax_properties.pyruns5,598 bytes
tests/test_tax_scenarios.pyruns2,263 bytes
tests/test_threshold_alerts.pyruns6,566 bytes
tests/test_timeline_engine.pyruns17,543 bytes
tests/test_transaction_logger.pyruns12,475 bytes
tests/test_transfer_matcher.pyruns13,268 bytes
tests/test_v410_all_accounts.pyruns5,045 bytes
tests/test_v410_hygiene.pyruns2,879 bytes
tests/test_v410_investments.pyruns1,843 bytes
tests/test_viz.pyruns11,053 bytes
tests/test_voice_lint.pyruns3,151 bytes
tests/test_whatif_engine.pyruns7,675 bytes
tests/test_workspace_builder.pyruns1,105 bytes

No excerpt is shown for this license. Read the source on GitHub.

View the complete source on GitHub

Skills included

finance-assistant

Repository facts

License: No license detected
Created: Mar 2, 2026
Last pushed: Oct 30, 2026
Forks: 12
Open issues: 0
Project activity: Active

Before you install

Network or broad shell

Automated signals, not a guarantee

Checked Nov 6, 2026

Not fully analyzed: some files were too long, unreadable or missing. This never lowers the level.

Show 2 notes

SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed

No broad tool permissions
3 dangerous shell commandsin 3 files: README.md:98 install.sh:3 skill.py:407
226 network referencesin 33 files: scripts/scaffold_locale.py:53 tests/test_price_sync.py:50 scripts/bank_sync.py:34 and 30 more
2 obfuscation signalsin 2 files: scripts/bank_sync.py:140 scripts/data_safety.py:472
2 instruction override signalsin 1 file: SKILL.md:466
157 executable scriptsin 157 files: install.sh:1 scripts/account_manager.py:1 scripts/accountability_engine.py:1 and 154 more
22 references to secretsin 11 files: tests/test_bank_sync.py:81 scripts/bank_sync.py:119 scripts/finance_storage.py:69 and 8 more
No requests to vote in Hot

Show all 412 signals by file

`.github/SECURITY.md`

Network accessline 22

Alternatively, use [GitHub's private vulnerability reporting](https://github.com/googlarz/finance-assistant/security/advisories/new).

`.gitmodules`

Network accessline 1

[submodule "locales"] 	path = locales 	url = https://github.com/googlarz/finance-assistant-locales.git

Network accessline 3

url = https://github.com/googlarz/finance-assistant-locales.git

`CHANGELOG.md`

Network accessline 267

### Added — First-class transfer support ([#8](https://github.com/googlarz/finance-assistant/issues/8))

Network accessline 274

- New `transactions.transfer_peer_id` and `transactions.subcategory` SQLite columns (schema v2 → v3, idempotent migration for existing installs). - Known limitation, by design: cross-currency transfers are not matched (same-currency only, v

Network accessline 276

- Reported and scoped by [@felciano](https://github.com/felciano) in [#8](https://github.com/googlarz/finance-assistant/issues/8) with real-data validation of the false-match rate; PR1 of the same report (honoring `type` in analytics) shipp

Network accessline 290

- **`transfer`/`investment`/`debt_payment` transactions were counted as income or spending**: the transaction schema has supported these types since v2, but every analytics engine that aggregated income/expenses classified purely by amount

Network accessline 291

- Fixed across every engine that aggregates transaction flows: `accountability_engine` (savings-rate trend, category creep), `annual_summary` (donation total), `budget_engine` (history-based limit suggestions), `cashflow_forecast` (average

Network accessline 292

- Added `transaction_logger.is_income_flow()` / `is_expense_flow()`: type-first classification, falling back to amount sign only when type is genuinely unset. All Python-side engines now share this instead of hand-rolling sign checks; SQL-s

Network accessline 293

- Reported by [@felciano](https://github.com/felciano) in [#7](https://github.com/googlarz/finance-assistant/issues/7), who also flagged the risk in 5 more engines beyond the 2 in the original repro — confirmed by audit and fixed in all of

Network accessline 303

- **Multi-account export detection**: new `csv_importer.detect_source_accounts()` reads the Account column of Mint/Monarch/YNAB exports (the three bundled formats whose files can span several of the user's accounts). When a file covers more

Network accessline 304

- **SKILL.md hard-stops on the warning**: Claude must show the account list and ask — import anyway, filter to one account, or split the file — instead of committing a multi-account file silently. Previously the failure mode was invisible:

Network accessline 305

- This is the containment half of [#6](https://github.com/googlarz/finance-assistant/issues/6); per-row account routing + transfer typing remains open there.

Network accessline 314

- **QBI SSTB phase-out was never wired up**: `calculate_qbi_deduction()` implements the §199A SSTB phase-out correctly, but `calculate_liability()` never passed `is_sstb` to it — so every self-employed filer got the full 20% QBI deduction r

Network accessline 316

- Reported by [@felciano](https://github.com/felciano) in [#5](https://github.com/googlarz/finance-assistant/issues/5), with a self-contained repro. Thanks for catching this one.

Network accessline 318

### Merged - [#3](https://github.com/googlarz/finance-assistant/pull/3) — `--doctor`'s locale check imported a function that doesn't exist (`locale_registry.list_locales`), so it always reported degraded. Fixed to use `tax_engine.get_availa

Network accessline 319

- [#3](https://github.com/googlarz/finance-assistant/pull/3) — `--doctor`'s locale check imported a function that doesn't exist (`locale_registry.list_locales`), so it always reported degraded. Fixed to use `tax_engine.get_available_locales

Network accessline 320

- [#4](https://github.com/googlarz/finance-assistant/pull/4) — bulk file imports (CSV/MT940/OFX) dropped `payee`/`tags`, silently breaking subscription detection and merchant analysis for every non-receipt import. (@felciano)

Network accessline 321

- [#2](https://github.com/googlarz/finance-assistant/pull/2) — `.claude/settings.json`'s `UserPromptSubmit` hook hardcoded an absolute path, silently no-op-ing the auto-ingest hook on any machine but the original author's. Now uses `$CLAUDE

`CONTRIBUTING.md`

Network accessline 19

git clone --recurse-submodules https://github.com/googlarz/finance-assistant.git

Network accessline 77

"value": 14600,     "source": "IRS Rev. Proc. 2023-34",     "url": "https://www.irs.gov/pub/irs-drop/rp-23-34.pdf",

Network accessline 78

"source": "IRS Rev. Proc. 2023-34",     "url": "https://www.irs.gov/pub/irs-drop/rp-23-34.pdf",     "verified": "2024-01-15"

Network accessline 79

"url": "https://www.irs.gov/pub/irs-drop/rp-23-34.pdf",

`LICENSE`

Network accessline 3

Copyright (c) 2025 Dawid (https://github.com/googlarz/finance-assistant)

Network accessline 20

Full license text: https://creativecommons.org/licenses/by/4.0/legalcode

`README.md`

Network accessline 3

[![version](https://img.shields.io/badge/version-4.2.3-blue)](https://github.com/googlarz/finance-assistant/releases)

Network accessline 4

[![tests](https://img.shields.io/badge/tests-1%2C630%20passing-brightgreen)](docs/ARCHITECTURE.md#testing)

Network accessline 5

[![tax cases](https://img.shields.io/badge/tax%20law-39%20official%20cases-success)](#locales--validation)

Network accessline 6

[![locales](https://img.shields.io/badge/locales-DE·UK·US·FR·NL·PL·IE-orange)](#locales--validation)

Network accessline 7

[![local-first](https://img.shields.io/badge/local--first-no%20cloud-black)](docs/SECURITY.md)

Network accessline 8

[![license](https://img.shields.io/badge/license-CC%20BY%204.0-lightgrey)](LICENSE)

Network accessline 12

A personal finance copilot that applies actual tax statute to your real numbers — not estimates, not vibes. Runs locally through [Claude Code](https://claude.com/product/claude-code); your data never leaves your machine. Open source, free f

Network accessline 16

**[→ Live demo](https://googlarz.github.io/finance-assistant/)** — see a real conversation without installing

Dangerous shell operationline 98

curl -fsSL https://raw.githubusercontent.com/googlarz/finance-assistant/main/install.sh | bash

Network accessline 98

curl -fsSL https://raw.githubusercontent.com/googlarz/finance-assistant/main/install.sh | bash

Network accessline 104

git clone --recurse-submodules https://github.com/googlarz/finance-assistant.git \

Network accessline 184

Tax rules live in country-specific plugins (a [git submodule](https://github.com/googlarz/finance-assistant-locales)) that the skill loads dynamically.

Network accessline 196

All seven are validated against **39 official tax-authority test cases** (BMF, HMRC, DGFiP, Belastingdienst, KAS, IRS, Revenue) — `python3 -m pytest locales/tests/test_validation.py -v`. US cases are computed independently from IRS Rev. Pro

Network accessline 210

**Want zero data to Anthropic?** For full privacy, run Claude Code against a local model: point [claude-code-router](https://github.com/musistudio/claude-code-router) at [Ollama](https://ollama.com) and nothing leaves your machine — not eve

Network accessline 242

- [@mattabate](https://github.com/mattabate) — German-format amounts, OFX refunds/transfers and Commerzbank detection (#9, #10, #11), each with the exact line and a repro.

Network accessline 243

- [@vishalhabib99](https://github.com/vishalhabib99) — the US 2026 tax figures (locales PR #3).

Network accessline 244

- [@gregario](https://github.com/gregario) — the Irish locale.

Network accessline 245

- [@felciano](https://github.com/felciano) — import and multi-currency bug reports, and the transfer-matching design (#8).

`SKILL.md`

Instruction override signalline 466

**ALWAYS save user-provided financial data before answering.** If the user shares any of the following — even casually, even as part of a question — persist it immediately without asking for permission:

Instruction override signalline 493

**LLM-native fallback — handle ANY format.** If `import_file()` returns a dict with `needs_llm_extraction: True`, no built-in parser matched (unusual bank, foreign layout, copy-pasted table, scanned PDF, screenshot). Do NOT tell the user it

`assets/demo.svg`

Network accessline 1

<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 800 352" width="800" role="img" aria-label="Terminal replay of the Finance Assistant demo: seeded sample data, net worth and German tax summary">

`assets/finance_dashboard_template.html`

Network accessline 5

<meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Finance Assistant — Dashboard</title> <script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.0/dist/chart.umd.min.js"></script>

Network accessline 6

<title>Finance Assistant — Dashboard</title> <script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.0/dist/chart.umd.min.js"></script> <style>

Network accessline 7

<script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.0/dist/chart.umd.min.js"></script>

`docs/ARCHITECTURE.md`

Network accessline 187

**Multi-account exports (`route_by_account=True`)** ([#8](https://github.com/googlarz/finance-assistant/issues/8)). Three of the 14 bundled formats carry a per-row account field — Mint (`Account Name`), Monarch (`Account`), YNAB (`Account`)

Network accessline 189

**Transfer detection is tiered, not a single heuristic** ([#7](https://github.com/googlarz/finance-assistant/issues/7), [#8](https://github.com/googlarz/finance-assistant/issues/8)):

Network accessline 195

`transfer_peer_id` (nullable, added in schema v3) is the only new column; the flat transaction store is otherwise unchanged — this was a deliberate choice over a double-entry rewrite (see [#8](https://github.com/googlarz/finance-assistant/i

`docs/SECURITY.md`

Access to secretsline 124
```
[Credential-related source omitted]
```

`docs/index.html`

Network accessline 279

<span class="badge">open source</span>   <span class="badge">local-first</span>   <a href="https://github.com/googlarz/finance-assistant" target="_blank">★ GitHub</a>

Network accessline 280

<span class="badge">local-first</span>   <a href="https://github.com/googlarz/finance-assistant" target="_blank">★ GitHub</a> </header>

Network accessline 281

<a href="https://github.com/googlarz/finance-assistant" target="_blank">★ GitHub</a>

Network accessline 286

<p>The precision of a tax accountant. The patience of a financial advisor. The privacy of a local app. No subscription. No cloud. No guessing.</p>   <p style="font-size: 0.85rem; color: var(--muted); margin-top: -8px; padding: 8px 16px; bac

Network accessline 287

<p style="font-size: 0.85rem; color: var(--muted); margin-top: -8px; padding: 8px 16px; background: rgba(120,130,140,0.08); border-radius: 6px; max-width: 580px;">     <strong>Heads up:</strong> Finance Assistant is built for <a href="https

Network accessline 288

<strong>Heads up:</strong> Finance Assistant is built for <a href="https://claude.com/product/claude-code">Claude Code</a> (free CLI). The browser-based claude.ai version is limited to conversation — CSV import, SQLite, live prices, and sch

Network accessline 289

<a href="https://github.com/googlarz/finance-assistant#where-this-runs">Feature matrix</a>.<br>

Network accessline 290

<em>Want zero data to Anthropic?</em> Route Claude Code through <a href="https://github.com/musistudio/claude-code-router">claude-code-router</a> + <a href="https://ollama.com">Ollama</a> for fully local inference (answer quality drops noti

Network accessline 537

<footer>   <p>Finance Assistant is <a href="https://github.com/googlarz/finance-assistant">open source</a> and free forever. All data stays on your machine.<br>

Network accessline 538

<p>Finance Assistant is <a href="https://github.com/googlarz/finance-assistant">open source</a> and free forever. All data stays on your machine.<br>

Network accessline 539

<strong>Built for <a href="https://claude.com/product/claude-code">Claude Code</a></strong> (full features: CSV import, SQLite, encrypted backup, weekly digest). A <a href="https://claude.ai">claude.ai Projects</a> template is included but

`docs/launch/CHECKLIST.md`

Access to secretsline 32
```
[Credential-related source omitted]
```

`docs/launch/awesome-claude-code-entry.md`

Network accessline 3

Submit to: https://github.com/hesreallyhim/awesome-claude-code

Network accessline 8

- [Finance Assistant](https://github.com/googlarz/finance-assistant) — Personal finance copilot: budgets, multi-locale taxes (DE/FR/NL/PL/UK/US), FIRE Monte Carlo, debt strategies, subscription detection, encrypted backup. Local-first, 14 b

Network accessline 18

Live demo (no install required) at https://googlarz.github.io/finance-assistant/ so reviewers can see what it does without committing real data.

`docs/launch/hn-show.md`

Network accessline 22

- No bank API integration in v1 (Plaid/SimpleFin is on the roadmap for v3.8). You import CSVs. - macOS for the launchd-scheduled bits (inbox watcher, weekly digest); the rest is plain Python and works anywhere. - **It's a Claude Code skill

Network accessline 24

- **It's a Claude Code skill — full features need [Claude Code](https://claude.com/product/claude-code) installed.** There's a claude.ai Projects template too, but the browser can't reach your files, so it's conversational only (no CSV impo

Network accessline 26

If you want zero data leaving your machine (not even prompts to Anthropic), you can route Claude Code through [claude-code-router](https://github.com/musistudio/claude-code-router) + [Ollama](https://ollama.com). Honest tradeoff: open local

Network accessline 28

Live demo (no install): https://googlarz.github.io/finance-assistant/

Network accessline 29

Repo: https://github.com/googlarz/finance-assistant

`docs/launch/linkedin.md`

Network accessline 17

https://github.com/googlarz/finance-assistant

`docs/launch/plugin-listing.md`

Network accessline 25

git clone --recurse-submodules https://github.com/googlarz/finance-assistant.git ~/.claude/skills/finance-assistant && pip install -r ~/.claude/skills/finance-assistant/requirements.txt

Network accessline 29

## Repo / license https://github.com/googlarz/finance-assistant , CC BY 4.0. Version 4.1.0 (4.2.0 in progress).

Network accessline 30

https://github.com/googlarz/finance-assistant , CC BY 4.0. Version 4.1.0 (4.2.0 in progress).

`docs/launch/product-hunt.md`

Network accessline 29

Try the no-install demo first: https://googlarz.github.io/finance-assistant/

`docs/launch/reddit-claudeai.md`

Network accessline 19

git clone --recurse-submodules https://github.com/googlarz/finance-assistant.git ~/.claude/skills/finance-assistant

Network accessline 28

Repo: https://github.com/googlarz/finance-assistant

`docs/launch/reddit.md`

Network accessline 32

Demo (no install): https://googlarz.github.io/finance-assistant/

Network accessline 33

Repo: https://github.com/googlarz/finance-assistant

Network accessline 35

**To use the full thing you need [Claude Code](https://claude.com/product/claude-code) installed** — file system access is required for CSV import, local SQLite, and scheduled digests. There's a claude.ai Projects template if you only want

Network accessline 37

For privacy maximalists: you can route Claude Code through [claude-code-router](https://github.com/musistudio/claude-code-router) + a local [Ollama](https://ollama.com) model so no prompts leave your machine. Answer quality drops though — o

Network accessline 60

Demo: https://googlarz.github.io/finance-assistant/

Network accessline 61

Repo: https://github.com/googlarz/finance-assistant

`docs/launch/show-hn.md`

Network accessline 11

https://github.com/googlarz/finance-assistant

Access to secretsline 28
```
[Credential-related source omitted]
```

`docs/launch/x-thread.md`

Network accessline 3

1/ I built a personal-finance skill for Claude Code where the LLM talks and Python does the math. Tax figures come from deterministic engines, not model guesses. Open source, local-first. https://github.com/googlarz/finance-assistant

`docs/sovereignty.md`

Network accessline 14
```
# https://ollama.com
```

Network accessline 31

Follow the [claude-code-router README](https://github.com/musistudio/claude-code-router) to configure a provider targeting `http://localhost:11434` (Ollama's default). Then launch Claude Code through the router instead of directly.

`install.sh`

Executable scriptline 1
```
#!/usr/bin/env bash
```

Network accessline 2

# One-command install: clone (or update) into ~/.claude/skills, install deps, run the health check. #   curl -fsSL https://raw.githubusercontent.com/googlarz/finance-assistant/main/install.sh | bash

Dangerous shell operationline 3

#   curl -fsSL https://raw.githubusercontent.com/googlarz/finance-assistant/main/install.sh | bash

Network accessline 3

#   curl -fsSL https://raw.githubusercontent.com/googlarz/finance-assistant/main/install.sh | bash

Network accessline 6

DEST="${FINANCE_ASSISTANT_DIR:-$HOME/.claude/skills/finance-assistant}" REPO="${FINANCE_ASSISTANT_REPO:-https://github.com/googlarz/finance-assistant.git}"

Network accessline 7

REPO="${FINANCE_ASSISTANT_REPO:-https://github.com/googlarz/finance-assistant.git}"

Network accessline 21

echo "Installing to $DEST"   mkdir -p "$(dirname "$DEST")"   git clone --recurse-submodules "$REPO" "$DEST"

Network accessline 22

mkdir -p "$(dirname "$DEST")"   git clone --recurse-submodules "$REPO" "$DEST" fi

Network accessline 23

git clone --recurse-submodules "$REPO" "$DEST"

`projects-template/PROJECT_INSTRUCTIONS.md`

Network accessline 9

- **Works here:** conversational budgeting, tax estimates, debt payoff comparisons, net-worth math, savings/goal planning — anything where the user supplies the numbers. - **Needs the Claude Code install:** bank-file import, SQLite storage,

Network accessline 10

- **Needs the Claude Code install:** bank-file import, SQLite storage, live stock/crypto prices, FIRE Monte Carlo, encrypted backup, inbox watcher. If a user asks for one of these, don't fake it — name the limit and point to `https://github

`projects-template/README.md`

Network accessline 11

1. Go to [claude.ai](https://claude.ai) and create a new **Project**

`scripts/account_manager.py`

Executable scriptline 1
```
Executable file
```
Access to secretsline 369
```
[Credential-related source omitted]
```
Access to secretsline 389
```
[Credential-related source omitted]
```

`scripts/accountability_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/adviser_handoff.py`

Executable scriptline 1
```
Executable file
```

`scripts/alert_telemetry.py`

Executable scriptline 1
```
Executable file
```

`scripts/amount_parse.py`

Executable scriptline 1
```
Executable file
```

`scripts/annual_summary.py`

Executable scriptline 1
```
Executable file
```

`scripts/audit_log.py`

Executable scriptline 1
```
Executable file
```
Access to secretsline 111
```
[Credential-related source omitted]
```

`scripts/backup.py`

Executable scriptline 1
```
Executable file
```

`scripts/bank_sync.py`

Executable scriptline 1
```
Executable file
```

Network accessline 34

GOCARDLESS_BASE = "https://bankaccountdata.gocardless.com/api/v2"

Access to secretsline 119
```
[Credential-related source omitted]
```
Possible obfuscationline 140
```
salt = _b64.b64decode(content["salt"])
```
Access to secretsline 154
```
[Credential-related source omitted]
```
Network accessline 181
```
resp = requests.post(
```
Access to secretsline 217
```
[Credential-related source omitted]
```
Network accessline 232
```
resp = requests.get(
```

Network accessline 254

_ALLOWED_REDIRECT_URIS = {"https://localhost", "http://localhost"}

Network accessline 257

def create_requisition(     institution_id: str,     redirect_uri: str = "https://localhost",

Network accessline 258

institution_id: str,     redirect_uri: str = "https://localhost", ) -> dict:

Network accessline 259

redirect_uri: str = "https://localhost",

Network accessline 264

Returns {"requisition_id": str, "link": str, "status": str}.     The link is what the user opens in browser to grant consent.     redirect_uri must be one of: https://localhost, http://localhost.

Network accessline 265

The link is what the user opens in browser to grant consent.     redirect_uri must be one of: https://localhost, http://localhost.     """

Network accessline 266

redirect_uri must be one of: https://localhost, http://localhost.

Network accessline 280
```
agreement_resp = requests.post(
```
Network accessline 295
```
req_resp = requests.post(
```
Network accessline 339
```
resp = requests.get(
```
Network accessline 379
```
resp = requests.get(
```
Network accessline 407
```
resp = requests.get(
```
Network accessline 459
```
resp = requests.get(
```

Network accessline 679

if requisition_id:         try:             requests.delete(

Network accessline 680

try:             requests.delete(                 f"{GOCARDLESS_BASE}/requisitions/{requisition_id}/",

Network accessline 681
```
requests.delete(
```

`scripts/benchmarks.py`

Executable scriptline 1
```
Executable file
```

`scripts/broker_importer.py`

Executable scriptline 1
```
Executable file
```

`scripts/budget_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/capital_gains.py`

Executable scriptline 1
```
Executable file
```

`scripts/cashflow_forecast.py`

Executable scriptline 1
```
Executable file
```

`scripts/category_learner.py`

Executable scriptline 1
```
Executable file
```

`scripts/chart_builder.py`

Executable scriptline 1
```
Executable file
```

Network accessline 21

<meta name="viewport" content="width=device-width, initial-scale=1.0"> <script   src="https://cdn.jsdelivr.net/npm/chart.js@4.4.4/dist/chart.umd.min.js"

Network accessline 22

<script   src="https://cdn.jsdelivr.net/npm/chart.js@4.4.4/dist/chart.umd.min.js"   integrity="sha384-NrKB+u6Ts6AtkIhwPixiKTzgSKNblyhlk0Sohlgar9UHUBzai/sgnNNWWd291xqt" crossorigin="anonymous"

Network accessline 23

src="https://cdn.jsdelivr.net/npm/chart.js@4.4.4/dist/chart.umd.min.js"

Network accessline 25

onerror="document.body.innerHTML='<div style=\'padding:20px;color:#e0e0e0;background:#1a1a2e;font-family:sans-serif\'><h3>&#9888; Chart could not load</h3><p>Chart.js CDN is unavailable (offline or restricted network).</p><p>The data is sho

Network accessline 26

</script> <script src="https://cdn.jsdelivr.net/npm/chartjs-plugin-annotation@3.1.0/dist/chartjs-plugin-annotation.min.js"   integrity="sha384-3N9GHhCtN3CQef6tNfqgZlv7sQLYIkcChN+uaTZ7xVdzKYp/SjBNPxa92+hM7EAY" crossorigin="anonymous"></scrip

Network accessline 27

<script src="https://cdn.jsdelivr.net/npm/chartjs-plugin-annotation@3.1.0/dist/chartjs-plugin-annotation.min.js"

`scripts/comparison_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/cowork_tasks.py`

Executable scriptline 1
```
Executable file
```

`scripts/csv_importer.py`

Executable scriptline 1
```
Executable file
```

`scripts/currency.py`

Executable scriptline 1
```
Executable file
```

Network accessline 61

_FRANKFURTER_URL = "https://api.frankfurter.app/latest?from=EUR"

Network accessline 75

try:         req = urllib.request.Request(_FRANKFURTER_URL, headers={"User-Agent": "Mozilla/5.0"})

Network accessline 76

req = urllib.request.Request(_FRANKFURTER_URL, headers={"User-Agent": "Mozilla/5.0"})

Network accessline 77

with urllib.request.urlopen(req, timeout=10) as resp:

`scripts/data_coach.py`

Executable scriptline 1
```
Executable file
```

`scripts/data_safety.py`

Executable scriptline 1
```
Executable file
```
Access to secretsline 64
```
[Credential-related source omitted]
```
Possible obfuscationline 472
```
salt = _b64.b64decode(content["salt"])
```

`scripts/db.py`

Executable scriptline 1
```
Executable file
```

`scripts/db_migrate.py`

Executable scriptline 1
```
Executable file
```

`scripts/debt_optimizer.py`

Executable scriptline 1
```
Executable file
```

`scripts/demo_data.py`

Executable scriptline 1
```
Executable file
```

`scripts/doctor.py`

Executable scriptline 1
```
Executable file
```

`scripts/document_sorter.py`

Executable scriptline 1
```
Executable file
```

`scripts/finance_storage.py`

Executable scriptline 1
```
Executable file
```
Access to secretsline 69
```
[Credential-related source omitted]
```
Access to secretsline 70
```
[Credential-related source omitted]
```
Access to secretsline 102
```
[Credential-related source omitted]
```

`scripts/financial_journal.py`

Executable scriptline 1
```
Executable file
```

`scripts/financial_monitor.py`

Executable scriptline 1
```
Executable file
```

`scripts/generate_report.py`

Executable scriptline 1
```
Executable file
```

`scripts/goal_tracker.py`

Executable scriptline 1
```
Executable file
```

`scripts/hooks/auto_ingest.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`scripts/household.py`

Executable scriptline 1
```
Executable file
```

`scripts/import_router.py`

Executable scriptline 1
```
Executable file
```

`scripts/inbox_scanner.py`

Executable scriptline 1
```
Executable file
```

`scripts/insight_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/insurance_analyzer.py`

Executable scriptline 1
```
Executable file
```

`scripts/investment_returns.py`

Executable scriptline 1
```
Executable file
```

`scripts/investment_tracker.py`

Executable scriptline 1
```
Executable file
```

`scripts/life_events.py`

Executable scriptline 1
```
Executable file
```

`scripts/llm_import.py`

Executable scriptline 1
```
Executable file
```

`scripts/locale_loader.py`

Executable scriptline 1
```
Executable file
```

`scripts/locale_registry.py`

Executable scriptline 1
```
Executable file
```

`scripts/locale_telemetry.py`

Executable scriptline 1
```
Executable file
```

`scripts/mcp_server.py`

Executable scriptline 1
```
Executable file
```
Access to secretsline 89
```
[Credential-related source omitted]
```
Access to secretsline 90
```
[Credential-related source omitted]
```

`scripts/monte_carlo.py`

Executable scriptline 1
```
Executable file
```

`scripts/mt940_importer.py`

Executable scriptline 1
```
Executable file
```

`scripts/net_worth_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/ofx_importer.py`

Executable scriptline 1
```
Executable file
```

`scripts/onboarding.py`

Executable scriptline 1
```
Executable file
```

`scripts/output_builder.py`

Executable scriptline 1
```
Executable file
```

`scripts/overdraft_detector.py`

Executable scriptline 1
```
Executable file
```

`scripts/pdf_importer.py`

Executable scriptline 1
```
Executable file
```

`scripts/price_sync.py`

Executable scriptline 1
```
Executable file
```

Network accessline 24

_YAHOO_URL = "https://query1.finance.yahoo.com/v8/finance/chart/{symbol}?interval=1d&range=1d"

Network accessline 29

_COINGECKO_URL = "https://api.coingecko.com/api/v3/simple/price?ids={ids}&vs_currencies={vs}"

Network accessline 56

url = _COINGECKO_URL.format(ids=coingecko_id, vs=vs_currency.lower())     try:         req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})

Network accessline 57

try:         req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})         with urllib.request.urlopen(req, timeout=10) as resp:

Network accessline 58

req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})

Network accessline 59

with urllib.request.urlopen(req, timeout=10) as resp:

Network accessline 89

url = _YAHOO_URL.format(symbol=symbol)     try:         req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})

Network accessline 90

try:         req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})         with urllib.request.urlopen(req, timeout=10) as resp:

Network accessline 91

req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})

Network accessline 92

with urllib.request.urlopen(req, timeout=10) as resp:

`scripts/profile_manager.py`

Executable scriptline 1
```
Executable file
```
Access to secretsline 462
```
[Credential-related source omitted]
```
Access to secretsline 479
```
[Credential-related source omitted]
```

`scripts/receipt_scanner.py`

Executable scriptline 1
```
Executable file
```

`scripts/reconciliation.py`

Executable scriptline 1
```
Executable file
```

`scripts/recurring_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/report_renderer.py`

Executable scriptline 1
```
Executable file
```

`scripts/scaffold_locale.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

Network accessline 53

"AT": {         "authority": "Bundesministerium für Finanzen (BMF)",         "income_tax": "https://www.bmf.gv.at/themen/steuern/das-steuersystem/einkommensteuer.html",

Network accessline 54

"authority": "Bundesministerium für Finanzen (BMF)",         "income_tax": "https://www.bmf.gv.at/themen/steuern/das-steuersystem/einkommensteuer.html",         "social": "https://www.gesundheitskasse.at",

Network accessline 55

"income_tax": "https://www.bmf.gv.at/themen/steuern/das-steuersystem/einkommensteuer.html",

Network accessline 56

"social": "https://www.gesundheitskasse.at",

Network accessline 58

"CH": {         "authority": "Eidgenössische Steuerverwaltung (ESTV)",         "income_tax": "https://www.estv.admin.ch/estv/en/home/direct-federal-tax/direct-federal-tax.html",

Network accessline 59

"authority": "Eidgenössische Steuerverwaltung (ESTV)",         "income_tax": "https://www.estv.admin.ch/estv/en/home/direct-federal-tax/direct-federal-tax.html",         "social": "https://www.ahv-iv.ch",

Network accessline 60

"income_tax": "https://www.estv.admin.ch/estv/en/home/direct-federal-tax/direct-federal-tax.html",

Network accessline 61
```
"social": "https://www.ahv-iv.ch",
```

Network accessline 63

"CA": {         "authority": "Canada Revenue Agency (CRA)",         "income_tax": "https://www.canada.ca/en/revenue-agency/services/tax/individuals/frequently-asked-questions-individuals/canadian-income-tax-rates-individuals-current-previou

Network accessline 64

"authority": "Canada Revenue Agency (CRA)",         "income_tax": "https://www.canada.ca/en/revenue-agency/services/tax/individuals/frequently-asked-questions-individuals/canadian-income-tax-rates-individuals-current-previous-years.html",

Network accessline 65

"income_tax": "https://www.canada.ca/en/revenue-agency/services/tax/individuals/frequently-asked-questions-individuals/canadian-income-tax-rates-individuals-current-previous-years.html",

Network accessline 66

"social": "https://www.canada.ca/en/employment-social-development/programs/ei.html",

Network accessline 68

"AU": {         "authority": "Australian Taxation Office (ATO)",         "income_tax": "https://www.ato.gov.au/rates/individual-income-tax-rates/",

Network accessline 69

"authority": "Australian Taxation Office (ATO)",         "income_tax": "https://www.ato.gov.au/rates/individual-income-tax-rates/",         "social": "https://www.ato.gov.au/individuals/super/",

Network accessline 70

"income_tax": "https://www.ato.gov.au/rates/individual-income-tax-rates/",

Network accessline 71

"social": "https://www.ato.gov.au/individuals/super/",

Network accessline 73

"ES": {         "authority": "Agencia Tributaria",         "income_tax": "https://sede.agenciatributaria.gob.es/Sede/en_gb/irpf.html",

Network accessline 74

"authority": "Agencia Tributaria",         "income_tax": "https://sede.agenciatributaria.gob.es/Sede/en_gb/irpf.html",         "social": "https://www.seg-social.es",

Network accessline 75

"income_tax": "https://sede.agenciatributaria.gob.es/Sede/en_gb/irpf.html",

Network accessline 76
```
"social": "https://www.seg-social.es",
```

Network accessline 78

"IT": {         "authority": "Agenzia delle Entrate",         "income_tax": "https://www.agenziaentrate.gov.it/portale/web/guest/schede/dichiarazioni/irpef",

Network accessline 79

"authority": "Agenzia delle Entrate",         "income_tax": "https://www.agenziaentrate.gov.it/portale/web/guest/schede/dichiarazioni/irpef",         "social": "https://www.inps.it",

Network accessline 80

"income_tax": "https://www.agenziaentrate.gov.it/portale/web/guest/schede/dichiarazioni/irpef",

Network accessline 81
```
"social": "https://www.inps.it",
```

Network accessline 83

"PT": {         "authority": "Autoridade Tributária e Aduaneira",         "income_tax": "https://www.portaldasfinancas.gov.pt",

Network accessline 84

"authority": "Autoridade Tributária e Aduaneira",         "income_tax": "https://www.portaldasfinancas.gov.pt",         "social": "https://www.seg-social.pt",

Network accessline 85

"income_tax": "https://www.portaldasfinancas.gov.pt",

Network accessline 86
```
"social": "https://www.seg-social.pt",
```

Network accessline 88

"SE": {         "authority": "Skatteverket",         "income_tax": "https://www.skatteverket.se/privat/skatter/beloppochprocent.4.html",

Network accessline 89

"authority": "Skatteverket",         "income_tax": "https://www.skatteverket.se/privat/skatter/beloppochprocent.4.html",         "social": "https://www.forsakringskassan.se",

Network accessline 90

"income_tax": "https://www.skatteverket.se/privat/skatter/beloppochprocent.4.html",

Network accessline 91

"social": "https://www.forsakringskassan.se",

Network accessline 93

"NO": {         "authority": "Skatteetaten",         "income_tax": "https://www.skatteetaten.no/en/rates/",

Network accessline 94

"authority": "Skatteetaten",         "income_tax": "https://www.skatteetaten.no/en/rates/",         "social": "https://www.nav.no",

Network accessline 95

"income_tax": "https://www.skatteetaten.no/en/rates/",

Network accessline 96
```
"social": "https://www.nav.no",
```

Network accessline 98

"DK": {         "authority": "Skattestyrelsen",         "income_tax": "https://skat.dk/en-us/individuals/tax-cards-and-tax-assessment-notices",

Network accessline 99

"authority": "Skattestyrelsen",         "income_tax": "https://skat.dk/en-us/individuals/tax-cards-and-tax-assessment-notices",         "social": "https://www.borger.dk",

Network accessline 100

"income_tax": "https://skat.dk/en-us/individuals/tax-cards-and-tax-assessment-notices",

Network accessline 101
```
"social": "https://www.borger.dk",
```

Network accessline 213

- Social security:    {src_social}         Cross-check:           - OECD country tax notes: https://stats.oecd.org (Table I.1–I.7)

Network accessline 214

Cross-check:           - OECD country tax notes: https://stats.oecd.org (Table I.1–I.7)           - PwC Worldwide Tax Summaries: https://taxsummaries.pwc.com/{locale_name.lower().replace(' ', '-')}

Network accessline 215

- OECD country tax notes: https://stats.oecd.org (Table I.1–I.7)

Network accessline 216

- PwC Worldwide Tax Summaries: https://taxsummaries.pwc.com/{locale_name.lower().replace(' ', '-')}

`scripts/scenario_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/scenario_store.py`

Executable scriptline 1
```
Executable file
```

`scripts/session_alerts.py`

Executable scriptline 1
```
Executable file
```

`scripts/session_hygiene.py`

Executable scriptline 1
```
Executable file
```

`scripts/session_memory.py`

Executable scriptline 1
```
Executable file
```

`scripts/snapshot_scheduler.py`

Executable scriptline 1
```
Executable file
```

`scripts/sovereignty_check.py`

Executable scriptline 1
```
Executable file
```

Network accessline 37

OLLAMA_URL = "http://localhost:11434/api/generate"

Network accessline 79

def _ask_ollama(model: str, prompt: str, timeout: int = 120) -> str:     payload = json.dumps({"model": model, "prompt": prompt, "stream": False}).encode()     req = urllib.request.Request(

Network accessline 80

payload = json.dumps({"model": model, "prompt": prompt, "stream": False}).encode()     req = urllib.request.Request(         OLLAMA_URL, data=payload, headers={"Content-Type": "application/json"}

Network accessline 81
```
req = urllib.request.Request(
```

Network accessline 82

OLLAMA_URL, data=payload, headers={"Content-Type": "application/json"}     )     with urllib.request.urlopen(req, timeout=timeout) as resp:

Network accessline 83

)     with urllib.request.urlopen(req, timeout=timeout) as resp:         data = json.loads(resp.read())

Network accessline 84

with urllib.request.urlopen(req, timeout=timeout) as resp:

`scripts/subscription_actions.py`

Executable scriptline 1
```
Executable file
```

`scripts/subscription_detector.py`

Executable scriptline 1
```
Executable file
```

`scripts/tax_brief.py`

Executable scriptline 1
```
Executable file
```

`scripts/tax_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/tax_optimizer.py`

Executable scriptline 1
```
Executable file
```

`scripts/tax_scenarios.py`

Executable scriptline 1
```
Executable file
```

`scripts/threshold_alerts.py`

Executable scriptline 1
```
Executable file
```

`scripts/timeline_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/transaction_logger.py`

Executable scriptline 1
```
Executable file
```

`scripts/transaction_normalizer.py`

Executable scriptline 1
```
Executable file
```

`scripts/transfer_matcher.py`

Executable scriptline 1
```
Executable file
```

`scripts/validate_locale.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

`scripts/viz.py`

Executable scriptline 1
```
Executable file
```

`scripts/weekly_digest.py`

Executable scriptline 1
```
Executable file
```

`scripts/whatif_engine.py`

Executable scriptline 1
```
Executable file
```

`scripts/workspace_builder.py`

Executable scriptline 1
```
Executable file
```

`skill.py`

Executable scriptline 1
```
Executable file
```

Network accessline 222

plist_content = f"""<?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN"     "http://www.apple.com/DTDs/PropertyList-1.0.dtd">

Network accessline 223

<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN"     "http://www.apple.com/DTDs/PropertyList-1.0.dtd"> <plist version="1.0">

Network accessline 224

"http://www.apple.com/DTDs/PropertyList-1.0.dtd">

Network accessline 317

plist_content = f"""<?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN"     "http://www.apple.com/DTDs/PropertyList-1.0.dtd">

Network accessline 318

<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN"     "http://www.apple.com/DTDs/PropertyList-1.0.dtd"> <plist version="1.0">

Network accessline 319

"http://www.apple.com/DTDs/PropertyList-1.0.dtd">

Dangerous shell operationline 407

print(f"   Remove it first if you want to link this clone:  rm '{target}'")

Network accessline 499

Full docs: https://github.com/googlarz/finance-assistant"""

`tests/init.py`

Executable scriptline 1
```
Executable file
```

`tests/conftest.py`

Executable scriptline 1
```
Executable file
```

`tests/test_account_manager.py`

Executable scriptline 1
```
Executable file
```

`tests/test_accountability_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_annual_summary.py`

Executable scriptline 1
```
Executable file
```

`tests/test_audit_log.py`

Executable scriptline 1
```
Executable file
```

`tests/test_backup.py`

Executable scriptline 1
```
Executable file
```

`tests/test_bank_sync.py`

Executable scriptline 1
```
Executable file
```
Access to secretsline 81
```
[Credential-related source omitted]
```
Access to secretsline 88
```
[Credential-related source omitted]
```
Access to secretsline 107
```
[Credential-related source omitted]
```
Access to secretsline 121
```
[Credential-related source omitted]
```
Access to secretsline 131
```
[Credential-related source omitted]
```

Network accessline 168

_setup_token(finance_dir)         with pytest.raises(ValueError, match="not allowed"):             bank_sync.create_requisition("BANK_ID", redirect_uri="https://evil.com/callback")

Network accessline 170

bank_sync.create_requisition("BANK_ID", redirect_uri="https://evil.com/callback")

Network accessline 173

"""create_requisition must accept https://localhost."""

Network accessline 179

try:             bank_sync.create_requisition("BANK_ID", redirect_uri="https://localhost")

Network accessline 180

bank_sync.create_requisition("BANK_ID", redirect_uri="https://localhost")

Network accessline 189

_setup_token(finance_dir)         bank_sync.requests.get.return_value = _mock_response([             {"id": "SPARKASSE_DE", "name": "Sparkasse", "bic": "BELADEBE", "logo": "https://example.com/logo.png"},

Network accessline 190

bank_sync.requests.get.return_value = _mock_response([             {"id": "SPARKASSE_DE", "name": "Sparkasse", "bic": "BELADEBE", "logo": "https://example.com/logo.png"},             {"id": "ING_DE", "name": "ING", "bic": "INGDDEFF", "logo"

Network accessline 191

{"id": "SPARKASSE_DE", "name": "Sparkasse", "bic": "BELADEBE", "logo": "https://example.com/logo.png"},

`tests/test_benchmarks.py`

Executable scriptline 1
```
Executable file
```

`tests/test_budget_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_call_signatures.py`

Executable scriptline 1
```
Executable file
```

`tests/test_cashflow_forecast.py`

Executable scriptline 1
```
Executable file
```

`tests/test_chart_builder.py`

Executable scriptline 1
```
Executable file
```

Network accessline 30

assert "<!DOCTYPE html>" in html     assert "</html>" in html     assert "https://cdn.jsdelivr.net/npm/chart.js" in html

Network accessline 32

assert "https://cdn.jsdelivr.net/npm/chart.js" in html

`tests/test_comparison_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_currency.py`

Executable scriptline 1
```
Executable file
```

`tests/test_data_coach.py`

Executable scriptline 1
```
Executable file
```

`tests/test_data_safety.py`

Executable scriptline 1
```
Executable file
```

`tests/test_db.py`

Executable scriptline 1
```
Executable file
```

`tests/test_debt_optimizer.py`

Executable scriptline 1
```
Executable file
```

`tests/test_demo_data.py`

Executable scriptline 1
```
Executable file
```

`tests/test_doctor.py`

Executable scriptline 1
```
Executable file
```

`tests/test_finance_storage.py`

Executable scriptline 1
```
Executable file
```

`tests/test_financial_journal.py`

Executable scriptline 1
```
Executable file
```

`tests/test_goal_tracker.py`

Executable scriptline 1
```
Executable file
```

`tests/test_health_nudge.py`

Executable scriptline 1
```
Executable file
```

`tests/test_household.py`

Executable scriptline 1
```
Executable file
```

`tests/test_import_system.py`

Executable scriptline 1
```
Executable file
```

`tests/test_importers.py`

Executable scriptline 1
```
Executable file
```

`tests/test_insight_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_insurance_analyzer.py`

Executable scriptline 1
```
Executable file
```

`tests/test_investment_tracker.py`

Executable scriptline 1
```
Executable file
```

`tests/test_issues_9_10_11.py`

Executable scriptline 1
```
Executable file
```

`tests/test_journeys.py`

Executable scriptline 1
```
Executable file
```

`tests/test_life_events.py`

Executable scriptline 1
```
Executable file
```

`tests/test_llm_import.py`

Executable scriptline 1
```
Executable file
```

`tests/test_locale_de.py`

Executable scriptline 1
```
Executable file
```

`tests/test_locale_telemetry.py`

Executable scriptline 1
```
Executable file
```

`tests/test_mcp_server.py`

Executable scriptline 1
```
Executable file
```

`tests/test_monitor_cap.py`

Executable scriptline 1
```
Executable file
```

`tests/test_monte_carlo.py`

Executable scriptline 1
```
Executable file
```

`tests/test_net_worth_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_onboarding.py`

Executable scriptline 1
```
Executable file
```

`tests/test_overdraft_detector.py`

Executable scriptline 1
```
Executable file
```

`tests/test_price_sync.py`

Executable scriptline 1
```
Executable file
```

Network accessline 50

def test_fetch_price_returns_price_and_currency(isolated_finance_dir):     mock_resp = _make_yahoo_response(price=182.45, currency="USD")     with patch("urllib.request.urlopen", return_value=mock_resp):

Network accessline 51

mock_resp = _make_yahoo_response(price=182.45, currency="USD")     with patch("urllib.request.urlopen", return_value=mock_resp):         price, currency = fetch_price("AAPL")

Network accessline 52

with patch("urllib.request.urlopen", return_value=mock_resp):

Network accessline 77

with patch("price_sync._load_portfolio", return_value=portfolio), \          patch("price_sync._save_portfolio") as mock_save, \          patch("urllib.request.urlopen", return_value=mock_resp):

Network accessline 78

patch("price_sync._save_portfolio") as mock_save, \          patch("urllib.request.urlopen", return_value=mock_resp):         result = sync_prices()

Network accessline 79

patch("urllib.request.urlopen", return_value=mock_resp):

Network accessline 112

with patch("price_sync._load_portfolio", return_value=portfolio), \          patch("price_sync._save_portfolio"), \          patch("urllib.request.urlopen") as mock_urlopen:

Network accessline 113

patch("price_sync._save_portfolio"), \          patch("urllib.request.urlopen") as mock_urlopen:         result = sync_prices()

Network accessline 114

patch("urllib.request.urlopen") as mock_urlopen:

Network accessline 142

with patch("price_sync._load_portfolio", return_value=portfolio), \          patch("price_sync._save_portfolio"), \          patch("urllib.request.urlopen") as mock_urlopen:

Network accessline 143

patch("price_sync._save_portfolio"), \          patch("urllib.request.urlopen") as mock_urlopen:         result = sync_prices(force=False)

Network accessline 144

patch("urllib.request.urlopen") as mock_urlopen:

Network accessline 168

with patch("price_sync._load_portfolio", return_value=portfolio), \          patch("price_sync._save_portfolio"), \          patch("urllib.request.urlopen", return_value=mock_resp):

Network accessline 169

patch("price_sync._save_portfolio"), \          patch("urllib.request.urlopen", return_value=mock_resp):         result = sync_prices(force=True)

Network accessline 170

patch("urllib.request.urlopen", return_value=mock_resp):

Network accessline 194

def test_fetch_price_routes_crypto_to_coingecko(isolated_finance_dir):     mock_resp = _make_coingecko_response("bitcoin", 50000.0, "eur")     with patch("urllib.request.urlopen", return_value=mock_resp) as mock_open:

Network accessline 195

mock_resp = _make_coingecko_response("bitcoin", 50000.0, "eur")     with patch("urllib.request.urlopen", return_value=mock_resp) as mock_open:         price, currency = fetch_price("BTC", asset_class="crypto", vs_currency="EUR")

Network accessline 196

with patch("urllib.request.urlopen", return_value=mock_resp) as mock_open:

Network accessline 206

def test_fetch_price_uses_explicit_coingecko_id(isolated_finance_dir):     mock_resp = _make_coingecko_response("uniswap", 8.50, "eur")     with patch("urllib.request.urlopen", return_value=mock_resp) as mock_open:

Network accessline 207

mock_resp = _make_coingecko_response("uniswap", 8.50, "eur")     with patch("urllib.request.urlopen", return_value=mock_resp) as mock_open:         price, currency = fetch_price(

Network accessline 208

with patch("urllib.request.urlopen", return_value=mock_resp) as mock_open:

Network accessline 227

with patch("price_sync._load_portfolio", return_value=portfolio), \          patch("price_sync._save_portfolio") as mock_save, \          patch("urllib.request.urlopen", return_value=mock_resp):

Network accessline 228

patch("price_sync._save_portfolio") as mock_save, \          patch("urllib.request.urlopen", return_value=mock_resp):         result = sync_prices()

Network accessline 229

patch("urllib.request.urlopen", return_value=mock_resp):

`tests/test_profile_manager.py`

Executable scriptline 1
```
Executable file
```

`tests/test_receipt_scanner.py`

Executable scriptline 1
```
Executable file
```

`tests/test_recurring_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_scenario_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_scenario_store.py`

Executable scriptline 1
```
Executable file
```

`tests/test_session_alerts.py`

Executable scriptline 1
```
Executable file
```

`tests/test_session_memory.py`

Executable scriptline 1
```
Executable file
```

`tests/test_sovereignty_check.py`

Executable scriptline 1
```
Executable file
```

`tests/test_subscription_actions.py`

Executable scriptline 1
```
Executable file
```

`tests/test_subscription_detector.py`

Executable scriptline 1
```
Executable file
```

`tests/test_tax_brief.py`

Executable scriptline 1
```
Executable file
```

`tests/test_tax_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_tax_optimizer.py`

Executable scriptline 1
```
Executable file
```

`tests/test_tax_properties.py`

Executable scriptline 1
```
Executable file
```

`tests/test_tax_scenarios.py`

Executable scriptline 1
```
Executable file
```

`tests/test_threshold_alerts.py`

Executable scriptline 1
```
Executable file
```

`tests/test_timeline_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_transaction_logger.py`

Executable scriptline 1
```
Executable file
```

`tests/test_transfer_matcher.py`

Executable scriptline 1
```
Executable file
```

`tests/test_v410_all_accounts.py`

Executable scriptline 1
```
Executable file
```

`tests/test_v410_hygiene.py`

Executable scriptline 1
```
Executable file
```

`tests/test_v410_investments.py`

Executable scriptline 1
```
Executable file
```

`tests/test_viz.py`

Executable scriptline 1
```
Executable file
```

`tests/test_voice_lint.py`

Executable scriptline 1
```
Executable file
```

`tests/test_whatif_engine.py`

Executable scriptline 1
```
Executable file
```

`tests/test_workspace_builder.py`

Executable scriptline 1
```
Executable file
```

How the signals fit together

Facts from a static read of the files at the pinned commit. They describe what the code does, not why.

Some files could not be read; the facts below still hold.

Declared and executed: 25 facts

Contacts cdn.jsdelivr.net, which SKILL.md, the README and the plugin manifest do not mentionscripts/chart_builder.py:23High confidence
Contacts api.frankfurter.app, which SKILL.md, the README and the plugin manifest do not mentionscripts/currency.py:61High confidence
Contacts query1.finance.yahoo.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/price_sync.py:24High confidence
Contacts api.coingecko.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/price_sync.py:29High confidence
Contacts www.bmf.gv.at, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:55High confidence
Contacts www.gesundheitskasse.at, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:56High confidence
Contacts www.estv.admin.ch, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:60High confidence
Contacts www.ahv-iv.ch, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:61High confidence
Contacts www.canada.ca, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:65High confidence
Contacts www.ato.gov.au, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:70High confidence
Contacts sede.agenciatributaria.gob.es, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:75High confidence
Contacts www.seg-social.es, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:76High confidence
Contacts www.agenziaentrate.gov.it, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:80High confidence
Contacts www.inps.it, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:81High confidence
Contacts www.portaldasfinancas.gov.pt, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:85High confidence
Contacts www.seg-social.pt, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:86High confidence
Contacts www.skatteverket.se, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:90High confidence
Contacts www.forsakringskassan.se, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:91High confidence
Contacts www.skatteetaten.no, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:95High confidence
Contacts www.nav.no, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:96High confidence
Contacts skat.dk, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:100High confidence
Contacts www.borger.dk, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:101High confidence
Contacts stats.oecd.org, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:215High confidence
Contacts taxsummaries.pwc.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/scaffold_locale.py:216High confidence
Contacts www.apple.com, which SKILL.md, the README and the plugin manifest do not mentionskill.py:224High confidence

Signal confidence: 393 facts

Network access in prose of documentation.github/SECURITY.md:22Low confidence
Network access in prose of documentationCHANGELOG.md:267Low confidence
Network access in prose of documentationCHANGELOG.md:274Low confidence
Network access in prose of documentationCHANGELOG.md:276Low confidence
Network access in prose of documentationCHANGELOG.md:290Low confidence
Network access in prose of documentationCHANGELOG.md:291Low confidence
Network access in prose of documentationCHANGELOG.md:292Low confidence
Network access in prose of documentationCHANGELOG.md:293Low confidence
Network access in prose of documentationCHANGELOG.md:303Low confidence
Network access in prose of documentationCHANGELOG.md:304Low confidence
Network access in prose of documentationCHANGELOG.md:305Low confidence
Network access in prose of documentationCHANGELOG.md:314Low confidence
Network access in prose of documentationCHANGELOG.md:316Low confidence
Network access in prose of documentationCHANGELOG.md:318Low confidence
Network access in prose of documentationCHANGELOG.md:319Low confidence
Network access in prose of documentationCHANGELOG.md:320Low confidence
Network access in prose of documentationCHANGELOG.md:321Low confidence
Network access in code of documentationCONTRIBUTING.md:19Low confidence
Network access in code of documentationCONTRIBUTING.md:77Low confidence
Network access in code of documentationCONTRIBUTING.md:78Low confidence
Network access in code of documentationCONTRIBUTING.md:79Low confidence
Network access in prose of documentationREADME.md:3Low confidence
Network access in prose of documentationREADME.md:4Low confidence
Network access in prose of documentationREADME.md:5Low confidence
Network access in prose of documentationREADME.md:6Low confidence
Network access in prose of documentationREADME.md:7Low confidence
Network access in prose of documentationREADME.md:8Low confidence
Network access in prose of documentationREADME.md:12Low confidence
Network access in prose of documentationREADME.md:16Low confidence
Dangerous shell operation in code of documentationREADME.md:98Low confidence
Network access in code of documentationREADME.md:98Low confidence
Network access in code of documentationREADME.md:104Low confidence
Network access in prose of documentationREADME.md:184Low confidence
Network access in prose of documentationREADME.md:196Low confidence
Network access in prose of documentationREADME.md:210Low confidence
Network access in prose of documentationREADME.md:242Low confidence
Network access in prose of documentationREADME.md:243Low confidence
Network access in prose of documentationREADME.md:244Low confidence
Network access in prose of documentationREADME.md:245Low confidence
Instruction override signal in code of the SKILL.mdSKILL.md:466Low confidence
Instruction override signal in code of the SKILL.mdSKILL.md:493Low confidence
Network access in prose of documentationdocs/ARCHITECTURE.md:187Low confidence
Network access in prose of documentationdocs/ARCHITECTURE.md:189Low confidence
Network access in prose of documentationdocs/ARCHITECTURE.md:195Low confidence
Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valuedocs/SECURITY.md:124Low confidence
Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valuedocs/launch/CHECKLIST.md:32Low confidence
Network access in prose of documentationdocs/launch/awesome-claude-code-entry.md:3Low confidence
Network access in code of documentationdocs/launch/awesome-claude-code-entry.md:8Low confidence
Network access in code of documentationdocs/launch/awesome-claude-code-entry.md:18Low confidence
Network access in prose of documentationdocs/launch/hn-show.md:22Low confidence

and 343 more

Works with

Agent compatibility, from the files in this repository
Agent	Status	Evidence	Install to
Claude Code	Native	Path .claude/settings.json	`.claude/skills/<skill-name>/`
Codex	Compatible	Standard SKILL.md SKILL.md	`.agents/skills/<skill-name>/`
Cursor	Compatible	Standard SKILL.md SKILL.md	`.cursor/skills/<skill-name>/`
Gemini CLI	Compatible	Standard SKILL.md SKILL.md	`.gemini/skills/<skill-name>/`
GitHub Copilot	Compatible	Standard SKILL.md SKILL.md	`.github/skills/<skill-name>/`
OpenCode	Compatible	Standard SKILL.md SKILL.md	`.opencode/skills/<skill-name>/`

Native The repository ships a manifest, folder or frontmatter field for this agent.
Compatible A standard SKILL.md that this agent can read.
Unknown No evidence either way.

Derived automatically from paths, manifests and frontmatter. Not tested on each agent.

googlarz/finance-assistant

History

SKILL.md

Share this page

Heat

Stars over time

Individual skills in this repository

How it works

finance-assistant

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

Skills included

Repository facts

Before you install

.github/SECURITY.md

.gitmodules

CHANGELOG.md

CONTRIBUTING.md

LICENSE

README.md

SKILL.md

assets/demo.svg

assets/finance_dashboard_template.html

docs/ARCHITECTURE.md

docs/SECURITY.md

docs/index.html

docs/launch/CHECKLIST.md

docs/launch/awesome-claude-code-entry.md

docs/launch/hn-show.md

docs/launch/linkedin.md

docs/launch/plugin-listing.md

docs/launch/product-hunt.md

docs/launch/reddit-claudeai.md

docs/launch/reddit.md

docs/launch/show-hn.md

docs/launch/x-thread.md

docs/sovereignty.md

install.sh

projects-template/PROJECT_INSTRUCTIONS.md

projects-template/README.md

scripts/account_manager.py

scripts/accountability_engine.py

scripts/adviser_handoff.py

scripts/alert_telemetry.py

scripts/amount_parse.py

scripts/annual_summary.py

scripts/audit_log.py

scripts/backup.py

scripts/bank_sync.py

scripts/benchmarks.py

scripts/broker_importer.py

scripts/budget_engine.py

scripts/capital_gains.py

scripts/cashflow_forecast.py

scripts/category_learner.py

scripts/chart_builder.py

scripts/comparison_engine.py

scripts/cowork_tasks.py

scripts/csv_importer.py

scripts/currency.py

scripts/data_coach.py

scripts/data_safety.py

scripts/db.py

scripts/db_migrate.py

scripts/debt_optimizer.py

scripts/demo_data.py

scripts/doctor.py

scripts/document_sorter.py

scripts/finance_storage.py

scripts/financial_journal.py

scripts/financial_monitor.py

scripts/generate_report.py

scripts/goal_tracker.py

scripts/hooks/auto_ingest.py

scripts/household.py

scripts/import_router.py

`SKILL.md`

`.github/SECURITY.md`

`.gitmodules`

`CHANGELOG.md`

`CONTRIBUTING.md`

`LICENSE`

`README.md`

`SKILL.md`

`assets/demo.svg`

`assets/finance_dashboard_template.html`

`docs/ARCHITECTURE.md`

`docs/SECURITY.md`

`docs/index.html`

`docs/launch/CHECKLIST.md`

`docs/launch/awesome-claude-code-entry.md`

`docs/launch/hn-show.md`

`docs/launch/linkedin.md`

`docs/launch/plugin-listing.md`

`docs/launch/product-hunt.md`

`docs/launch/reddit-claudeai.md`

`docs/launch/reddit.md`

`docs/launch/show-hn.md`

`docs/launch/x-thread.md`

`docs/sovereignty.md`

`install.sh`

`projects-template/PROJECT_INSTRUCTIONS.md`

`projects-template/README.md`

`scripts/account_manager.py`

`scripts/accountability_engine.py`

`scripts/adviser_handoff.py`

`scripts/alert_telemetry.py`

`scripts/amount_parse.py`

`scripts/annual_summary.py`

`scripts/audit_log.py`

`scripts/backup.py`

`scripts/bank_sync.py`

`scripts/benchmarks.py`

`scripts/broker_importer.py`

`scripts/budget_engine.py`

`scripts/capital_gains.py`

`scripts/cashflow_forecast.py`

`scripts/category_learner.py`

`scripts/chart_builder.py`

`scripts/comparison_engine.py`

`scripts/cowork_tasks.py`

`scripts/csv_importer.py`

`scripts/currency.py`

`scripts/data_coach.py`

`scripts/data_safety.py`

`scripts/db.py`

`scripts/db_migrate.py`

`scripts/debt_optimizer.py`

`scripts/demo_data.py`

`scripts/doctor.py`

`scripts/document_sorter.py`

`scripts/finance_storage.py`

`scripts/financial_journal.py`

`scripts/financial_monitor.py`

`scripts/generate_report.py`

`scripts/goal_tracker.py`

`scripts/hooks/auto_ingest.py`

`scripts/household.py`

`scripts/import_router.py`

`scripts/inbox_scanner.py`

`scripts/insight_engine.py`

`scripts/insurance_analyzer.py`

`scripts/investment_returns.py`

`scripts/investment_tracker.py`

`scripts/life_events.py`

`scripts/llm_import.py`

`scripts/locale_loader.py`

`scripts/locale_registry.py`

`scripts/locale_telemetry.py`

`scripts/mcp_server.py`

`scripts/monte_carlo.py`

`scripts/mt940_importer.py`

`scripts/net_worth_engine.py`

`scripts/ofx_importer.py`

`scripts/onboarding.py`

`scripts/output_builder.py`