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Proxy2021
Proxy2021COMMUNITY
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finances

Aggregate local brokerage and private-bank accounts into a privacy-preserving wealth dashboard.

5|1|Updated Feb 15, 2026
Search Tags:#dashboard#finance#privacy#local-data#net-worth#wealth-monitoring
One-click install
npx skills add https://github.com/Proxy2021/Enso --skill finances
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finances
Source: https://github.com/Proxy2021/Enso/tree/main/server/apps/finances
Command: npx skills add https://github.com/Proxy2021/Enso --skill finances

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Consolidates brokerage and private-bank accounts into a single, privacy-preserving wealth dashboard, reducing manual tracking and data fragmentation.

Core Features & Use Cases

  • Unified wealth view across accounts with a consolidated net worth sparkline and per-account breakdown.
  • Refresh logs & health to monitor data freshness, failures, and reliability.
  • Alerts & configurations to tailor staleness thresholds and notification channels.
  • Privacy-first storage ensures all data remains locally in ~/.enso/wiki and ~/.enso/data/finances/.

Quick Start

Show me my current wealth status across all stored accounts.

Frequently Asked Questions about finances

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

FAQPage Schema
How do I consolidate multiple brokerage and private-bank accounts into a single net worth dashboard?▼

You consolidate multiple brokerage and private-bank accounts into a single net worth dashboard by aggregating them locally, storing data under ~/.enso/wiki and ~/.enso/data/finances, and viewing per-account breakdowns alongside a consolidated wealth sparkline.

Does this wealth monitoring dashboard store my financial data locally for privacy?▼

Yes, this wealth monitoring dashboard stores all financial data locally under ~/.enso/wiki and ~/.enso/data/finances, preserving privacy by keeping aggregated brokerage and private-bank account data on your own machine.

How do I check data freshness and refresh logs for my aggregated wealth accounts?▼

You check data freshness and refresh logs for aggregated wealth accounts by using the refresh log executor, which monitors data staleness, failures, and reliability across your consolidated brokerage and private-bank accounts.

Can I configure staleness thresholds and alerts for my local wealth monitoring dashboard?▼

Yes, you can configure staleness thresholds and notification alerts for your local wealth monitoring dashboard to track data freshness across consolidated accounts and receive notifications when data requires refreshing.

What is the best way to view per-period statements for my consolidated private-bank and brokerage accounts?▼

The best way to view per-period statements for consolidated private-bank and brokerage accounts is through the dashboard's synthesis pages and per-account details, which provide indexed account statements and comprehensive net worth monitoring.

Are there limitations to aggregating private-bank and brokerage accounts locally without cloud sync?▼

Aggregating private-bank and brokerage accounts locally without cloud sync limits accessibility to a single machine, as all financial data is stored exclusively in local directories rather than accessible across multiple devices.

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