zubair-trabzadaCommunity·14 Agent Skills Included

ai-finance-claude

Personal financial planning, debt payoff, and retirement analysis

Analyzes cash flow, debt, investments, retirement readiness, and insurance coverage to produce a composite financial health score. Builds debt payoff plans, budgets, FIRE projections, tax-saving strategies, and net worth tracking without spreadsheets or manual calculations. Generates a polished 9-page PDF financial plan with prioritized actions and a 90-day roadmap.

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npx skills add zubair-trabzada/ai-finance-claude --all -g -y

All Skills in This Repository (14)

Pure Emerald Level Indicators

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zubair-trabzada

finance-analyze

Orchestrate five parallel agents to produce a financial health analysis and FINANCE-ANALYSIS.md report.

finance-compare

Compare two financial scenarios and generate a FINANCE-COMPARE.md report.

finance-retirement

Project retirement nest egg growth and shortfalls across multiple market scenarios.

finance-goals

Generate multi-goal financial saving plans with monthly contributions and milestones.

finance-budget

Analyze income and expenses to generate a 12-month budget with sinking funds.

finance-portfolio

Audit portfolio allocations, costs, and diversification into a FINANCE-PORTFOLIO.md report.

finance-report-pdf

Consolidate FINANCE-*.md analyses into a client-ready PDF report.

finance-quick

Compute a personal finance health snapshot from six core inputs.

finance-screen

Automate investment screening to generate model portfolios with allocations and rebalancing notes.

finance-emergency

Determine emergency fund size and allocation strategy for households.

finance-networth

Calculate current net worth and project future milestones for retirement planning.

finance-taxes

Identify tax-saving strategies across retirement, investments, charitable giving, and estate planning.

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Frequently Asked Questions

FAQPage Schema

How to install ai-finance-claude?▼

Run `npx skills add zubair-trabzada/ai-finance-claude --all -g -y` in your terminal to install all 14 finance skills globally.

What does the /finance command do?▼

It launches 5 parallel agents covering cash flow, debt, investments, retirement, and protection, then combines their scores into a single Financial Health Score with a prioritized action plan.

Can it calculate my retirement or FIRE number?▼

Yes. The retirement and FIRE skills project your required nest egg, years to financial independence, and withdrawal strategies across conservative, moderate, and aggressive scenarios.

Does it generate a PDF financial plan?▼

Yes. The finance-report-pdf skill compiles your analyses into a client-ready 9-page PDF with score gauges, charts, and a 90-day action plan.

Is this financial advice?▼

No. All outputs are educational and informational only, and every report includes a disclaimer advising you to consult a licensed financial advisor or CPA before making decisions.