Individual skill

finance-assistant

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.

SKILL.md

Source commit 35644ae95d073e9d0a67baa7c3b6fa0d80a4d26e

What was checked

Matches the observed repository HEAD

Yes

Scanner rules are current

Yes

Repository scan complete

No

Skill scan complete

No

Observed behavior

Network or broad shell

Last checked

Nov 11, 2026

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