net-worth-report
CommunityConsolidated Net Worth Report
Finance & Accounting#wealth management#personal finance#net worth#asset tracking#financial report#liability tracking
Authorhvkshetry
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides a consolidated view of a household's net worth by integrating data from various financial tools, ensuring accuracy and providing historical context.
Core Features & Use Cases
- Data Aggregation: Pulls cash, investment, and debt data from Actual, Ghostfolio, and Finance Graph.
- Net Worth Calculation: Computes total assets, total liabilities, and net worth with period-over-period change analysis.
- Provenance Tracking: Includes source-level provenance and flags for stale or missing data.
- Use Case: Generate a comprehensive monthly net worth statement for personal financial review or for sharing with financial advisors.
Quick Start
Generate a consolidated net worth report using the available financial tools.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: net-worth-report Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#net-worth-report Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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