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Randy-C-X
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financial-checkup

Generate Taiwan-focused financial health checks and insurance policy reviews with prioritized action plans.

2|Updated Apr 2, 2026
Search Tags:#mermaid#risk-analysis#cash-flow#insurance#taiwan#financial-checkup
One-click install
npx skills add https://github.com/Randy-C-X/allanyiin_skills --skill financial-checkup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-checkup
Source: https://github.com/Randy-C-X/allanyiin_skills/tree/main/skills/financial-checkup
Command: npx skills add https://github.com/Randy-C-X/allanyiin_skills --skill financial-checkup

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve?

This skill turns scattered financial data into a repeatable, auditable workflow for personal, family, and small business financial and insurance analysis in Taiwan, aligning with official sources and practical guidance to deliver actionable insights.

Core Features & Use Cases

  • Automated financial health check covering income, expenses, assets, liabilities, liquidity, debt stress, retirement gap, and insurance costs.
  • Insurance policy checkup including surrender value, IRR, premium burden, mortgage coverage, and suitability assessment, with clear stop-gap when data is incomplete.
  • Combined household and small business cash flow analysis with prioritized risk grading and remediation plans.
  • Use Case: A family and small business can be analyzed together to identify interlinked cash flow risks and policy gaps.

Quick Start

Provide the user’s current financial inputs (income, expenses, assets, liabilities) and insurance details to generate a prioritized, evidence-based financial and policy health check.

Frequently Asked Questions about financial-checkup

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

FAQPage Schema
How do I perform a financial health check for my family in Taiwan?▼

A financial health check assesses your family's income, expenses, assets, and liabilities to calculate liquidity and retirement gaps. This process standardizes your data to generate risk grading and prioritized remediation plans aligned with Taiwanese financial authorities.

What is included in an insurance policy review and coverage adequacy assessment?▼

An insurance policy review evaluates surrender value, IRR, premium burden, and mortgage coverage to determine suitability. It assesses coverage adequacy and policy costs against your financial data, providing clear stop-gap indicators whenever input data is incomplete.

Can I analyze combined household and small business cash flow risks together?▼

You can analyze combined household and small business cash flow to identify interlinked financial risks. This integrated assessment generates a unified risk grading and prioritized action plan highlighting overlapping liabilities and insurance coverage gaps.

How do I calculate my retirement gap and debt stress using financial data?▼

Calculating your retirement gap and debt stress requires standardizing your income, expenses, assets, and liabilities. The workflow computes these financial indicators to grade your risk levels and produce an evidence-based action plan.

What data do I need to provide for an auditable Taiwan financial checkup?▼

You need to provide current financial inputs including income, expenses, assets, and liabilities, alongside insurance details. This data collection enables indicator calculations and risk grading aligned with ISO 22222 standards for an auditable financial health check.

What happens when insurance policy data is incomplete during a financial review?▼

When insurance policy data is incomplete, the financial review triggers a clear stop-gap mechanism. It pauses the suitability assessment and coverage adequacy calculations, requesting sourcing guidance from official Taiwanese authorities to complete the audit trail.

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