What problem does it solve?
Raw financial metrics like spending trends, net worth, and cash flow are meaningless without context against your personal financial goals. This skill eliminates that gap by framing every analysis output directly in relation to your active goals, so you always understand how your current financial state impacts the targets you're working toward.
Core Features & Use Cases
- 6 Standard Analysis Views: Automatically classifies user queries into spending trends, net worth, portfolio allocation, cash flow, goal progress, or custom scoped analysis.
- Formula-Driven Accurate Calculations: Uses exact, predefined formulas to compute metrics from your private workspace data, eliminating guesswork and inconsistency.
- Mandatory Goal Context: Every output includes explicit framing of results against your active financial goals, so you never receive a raw number without understanding its impact on your targets.
- Use Case: Ask "how am I doing on my house deposit" to get your current progress toward the goal, how much you need to save monthly to stay on track, and exactly how any recent overspending is delaying your timeline.
Quick Start
Ask the analyze skill a natural language financial question like "how am I doing on my house deposit" or "where do I spend the most" to get a goal-framed analysis of your current financial state.