6missedcalls/personal-finance-skill
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AI-powered personal finance skill — 75 tools across 7 extensions for banking (Plaid), trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence, and social sentiment.
Обзор
across for banking, investing, tax optimization, market intelligence, social sentiment, and financial analysis — built for the Agent Skills Protocol. All through natural language, with deterministic calculations, policy guardrails, and approval gates. Most AI finance tools hallucinate numbers. This one doesn't. - — Tax liability, P/L, net worth always computed by tools, never by LLM arithmetic - — Every trade, transfer, and tax move passes finance_policy_check before execution - — Plaid (banking) + Alpaca (trading) + IBKR (portfolio) + IRS tax forms + Finnhub/SEC/FRED/BLS (market data) + StockTwits/X (sentiment) in one unified model - — No live trades without explicit human confirmation, ever - — All providers normalize into shared types (Account, Transaction, Position, Liability) - — Claude Code, Cursor, Codex, OpenClaw, Windsurf, and more via the Agent Skills Protocol : Adapters fetch provider data → finance-core normalizes & stores → intelligence layer analyzes →...
README
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Why This Skill?
Most AI finance tools hallucinate numbers. This one doesn’t.
- Deterministic math — Tax liability, P/L, net worth always computed by tools, never by LLM arithmetic
- Policy engine — Every trade, transfer, and tax move passes
finance_policy_checkbefore execution - Multi-provider — Plaid (banking) + Alpaca (trading) + IBKR (portfolio) + IRS tax forms + Finnhub/SEC/FRED/BLS (market data) + StockTwits/X (sentiment) in one unified model
- Approval gates — No live trades without explicit human confirmation, ever
- Canonical data model — All providers normalize into shared types (Account, Transaction, Position, Liability)
- Works with 40+ AI agents — Claude Code, Cursor, Codex, OpenClaw, Windsurf, and more via the Agent Skills Protocol
Install
npx skills add /personal-finance-skill
Or install for specific agents:
npx skills add /personal-finance-skill -a claude-code -a cursor -a codex
Architecture
+---------------------------------------------------+
| Intelligence Layer |
| tax-engine (23) market-intel (10) |
| social-sentiment (6) |
+---------------------------------------------------+
| Data Source Adapters |
| plaid-connect (8) | alpaca-trading (10) |
| ibkr-portfolio (9) | |
+---------------------------------------------------+
| Foundation Layer |
| finance-core (9 tools) |
| Canonical models, storage, normalization, |Рекомендуемые инструменты
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Установка
npx skillfish add 6missedcalls/personal-finance-skill