personal-finance-skill

What problem does it solve?

Manages and harmonizes data from banking, investing, tax, market intelligence, and sentiment sources to deliver deterministic financial insights and governance.

Core Features & Use Cases

• Deterministic math for tax liability, net worth, and P/L calculations to avoid LLM inaccuracies.
• Policy engine with explicit approvals for trades, transfers, and tax moves.
• Multi-provider integration across Plaid, Alpaca, IBKR, IRS tax forms, Finnhub/SEC/FRED/BLS, StockTwits, X, and Quiver, with briefing support.
• End-to-end workflows including onboarding, anomaly detection, scheduled briefs, and drift monitoring.

Quick Start

Onboard the skill to build and register seven extensions, configure credentials, and run the onboard script.