finance-psychology

Identify cognitive biases and coach values-driven financial decisions.

164|33|Updated Feb 15, 2026
One-click install
npx skills add https://github.com/JoelLewis/finance_skills --skill finance-psychology
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: finance-psychology
Source: https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/finance-psychology
Command: npx skills add https://github.com/JoelLewis/finance_skills --skill finance-psychology

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps users recognize and overcome cognitive biases and emotional pitfalls that negatively impact financial decision-making, guiding them toward a more intentional and values-driven financial life.

Core Features & Use Cases

  • Bias Identification: Helps users identify common behavioral biases like loss aversion, overconfidence, and herding.
  • Values-Based Coaching: Guides users to define their "Rich Life" and align spending with personal values.
  • Use Case: A user is considering panic selling their investments during a market downturn. This Skill can help them recognize loss aversion, understand the long-term impact of such a decision, and reframe their perspective based on their pre-defined financial goals.

Quick Start

Use the finance psychology skill to help me understand the impact of loss aversion on my investment decisions.

Frequently Asked Questions about finance-psychology

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
What is behavioral finance and how does it affect investment decisions?

Behavioral finance examines how cognitive biases and emotions impair financial decisions. This Skill identifies pitfalls like loss aversion and overconfidence, providing frameworks to reframe perspectives and align investment choices with pre-defined financial goals.

How do I stop panic selling during a market downturn?

To stop panic selling, you must recognize loss aversion, a behavioral bias that overweights fear of loss. This Skill helps you surface money scripts, understand long-term impacts, and reframe market downturns against your values-driven financial goals.

How can I identify cognitive biases impacting my money psychology?

You can identify cognitive biases by surfacing unconscious money scripts and evaluating decisions against behavioral finance principles. This Skill provides debiasing techniques and psychological models to pinpoint emotional pitfalls like herding and overconfidence.

What is values-based financial coaching and how does it work?

Values-based financial coaching aligns your spending with personal values by defining your "Rich Life." This Skill uses psychological models and money archetypes to coach you toward intentional financial decisions, overcoming emotional pitfalls through debiasing frameworks.

Can I use money archetypes to improve my financial decision-making?

Yes, money archetypes help improve financial decision-making by categorizing subconscious behaviors. This Skill utilizes these archetypes alongside psychological models to surface money scripts, identify behavioral pitfalls, and coach you toward values-driven financial lives.

What are common money scripts and how do they influence spending?

Money scripts are unconscious beliefs that drive financial behaviors. This Skill surfaces these scripts using behavioral finance principles, helping you identify cognitive biases and apply debiasing techniques to achieve values-based financial outcomes.