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leonardofhy
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financial-advisor

Compute burn rate and runway from income and expense logs.

Updated Aug 23, 2026
Search Tags:#automation#finance#milestones#budget#runway#burn-rate#scholarships
One-click install
npx skills add https://github.com/leonardofhy/openclaw-workspace --skill financial-advisor
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-advisor
Source: https://github.com/leonardofhy/openclaw-workspace/tree/main/skills/financial-advisor
Command: npx skills add https://github.com/leonardofhy/openclaw-workspace --skill financial-advisor

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires jsonl_store, and includes scripts (resource) and references (resource) components.

What problem does it solve?

Leo's financial situation is complex and time-consuming to manage manually. This Skill automates tracking of burn rate, funding deadlines, and 6-month milestone progress to reduce cognitive load and keep finances in view.

Core Features & Use Cases

  • Tracks savings, monthly income, expenses, and upcoming deadlines
  • Manages 6-month milestone progress and grant/funding visibility
  • Produces heartbeat-ready summaries and reports for quick health checks

Quick Start

Run the finance snapshot workflow to generate the latest monthly snapshot and surface upcoming deadlines.

Frequently Asked Questions about financial-advisor

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

FAQPage Schema
How do I track burn rate and runway for grad student finances?▼

Track burn rate and runway by analyzing income and expense logs alongside savings snapshots. The system computes monthly cash flow status and projects runway scenarios to surface near-term financial health.

How do I automate tracking upcoming funding deadlines and scholarships?▼

Automate funding deadline tracking by logging deadlines and scholarship statuses. The workflow surfaces upcoming deadlines within the last 60 days and highlights scholarship opportunities for heartbeat integration.

Can I use jsonl_store to manage financial snapshots and expense logs?▼

Yes, jsonl_store is used as the dependency to manage financial snapshots, income logs, and expense data. It stores the structured records required to compute cash flow status and runway scenarios.

What is the best way to calculate monthly income and expenses from financial logs?▼

Calculate monthly income and expenses by processing three months of income data and recent expense logs. The system outputs a structured summary including monthly_income, monthly_expenses, and burn_rate.

Does this financial tracking approach work for 6-month milestone progress?▼

Yes, the system manages 6-month milestone progress by tracking savings and funding visibility. It generates heartbeat-ready summaries that keep milestone progress and financial health in view.

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