finance-quick

Compute a personal finance health snapshot from six core inputs.

49|16|Updated May 12, 2026

Search Tags:#finance #action-items #financial-health #quick-snapshot #savings-rate #debt-to-income #retirement-track

Ready to run

npx skills add https://github.com/zubair-trabzada/ai-finance-claude --skill finance-quick

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: finance-quick
Source: https://github.com/zubair-trabzada/ai-finance-claude/tree/main/skills/finance-quick
Command: npx skills add https://github.com/zubair-trabzada/ai-finance-claude --skill finance-quick

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Quickly assess personal financial health without running a full multi-agent analysis, giving you an at-a-glance score and prioritized actions.

Core Features & Use Cases

60-second snapshot computed from six core inputs: income, expenses, savings, debt, age, and target retirement goal.
Single-skill execution with no subagents; all calculations are inline with no external API dependencies.
Produces a compact terminal scorecard showing savings rate, debt-to-income ratio, emergency fund coverage, retirement track status, and top 3 actions for improvement.
Ideal as a baseline before deeper audits or before deciding to run the full /finance analyze workflow.

Quick Start

Prompt the user for the six inputs in a single prompt and return a compact 60-second scorecard.

Frequently Asked Questions about finance-quick

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

FAQPage Schema

How do I get a quick financial health snapshot without running a full analysis?▼

You can get a quick financial health snapshot by providing six core inputs: income, expenses, savings, debt, age, and target retirement goal, which generates a scorecard with savings rate, debt-to-income ratio, and prioritized actions.

What inputs do I need to calculate my savings rate and debt-to-income ratio?▼

To calculate your savings rate and debt-to-income ratio, you need to provide your income, expenses, savings, and debt figures. These inputs enable a deterministic calculation of your baseline financial metrics.

Can I check my retirement track status with a single-skill calculation?▼

Yes, you can check your retirement track status with a single-skill calculation by entering your age and target retirement goal alongside financial inputs, yielding a fast orientation without complex multi-agent workflows.

Does a fast financial health check work without external API calls?▼

A fast financial health check works entirely without external API calls, using inline math to compute a deterministic scorecard. This single-skill execution requires no subagents or dependencies to deliver results.

When should I use a quick financial snapshot instead of a full financial audit?▼

Use a quick financial snapshot when you need a rapid baseline orientation in under a minute before deciding whether to launch a deeper, full multi-agent financial audit or comprehensive planning session.