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financial-snapshot

Fetch consolidated financial snapshots for a specified tax year from DocVault.

10|1|Updated Feb 6, 2026
Search Tags:#data-aggregation#api-endpoint#net-worth#docvault#financial-snapshot#tax-year
One-click install
npx skills add https://github.com/vanities/docvault --skill financial-snapshot-vanities
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-snapshot
Source: https://github.com/vanities/docvault/tree/main/skills/financial-snapshot
Command: npx skills add https://github.com/vanities/docvault --skill financial-snapshot-vanities

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Fetch the consolidated financial snapshot for a given tax year from a DocVault instance and present it.

Core Features & Use Cases

  • Fetch and present the yearly financial snapshot spanning tax docs, sales, mileage, retirement, brokerage, crypto, bank accounts, and real estate.
  • Retrieve tax estimates, review potential deductions, and prepare data for downstream strategy skills.
  • Access multiple formats and endpoints (md, json, toon) to feed human review or AI agents.

Quick Start

Fetch the financial snapshot for a specified tax year from DocVault.

Frequently Asked Questions about financial-snapshot

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

FAQPage Schema
How do I fetch a consolidated financial snapshot for a specific tax year?▼

Fetch a consolidated financial snapshot by calling the DocVault API endpoint /api/financial-snapshot/<year>. It aggregates tax docs, mileage, retirement, brokerage, crypto, bank accounts, and real estate data into one view.

What data sources are included in a yearly net worth financial snapshot?▼

A yearly financial snapshot includes tax documents, sales, mileage, retirement, brokerage, crypto, bank accounts, and real estate. It also provides tax estimates to support reviewing deductions and preparing strategy inputs.

Does the financial snapshot API support JSON output for AI agents?▼

Yes, the financial snapshot API supports md, json, and toon formats. You can retrieve JSON output to feed AI agents or use markdown and toon formats for human review.

Do I need a specific environment variable to retrieve tax year data from DocVault?▼

You need the DOCVAULT_URL environment variable set to retrieve tax year data, defaulting to http://localhost:3005. This points the API requests to your DocVault instance for the financial snapshot endpoint.

Can I use the financial snapshot data for downstream tax strategy inputs?▼

Yes, the financial snapshot explicitly prepares data for downstream strategy skills. You can retrieve tax estimates and review potential deductions across multiple financial accounts to inform your strategy.

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