finyx-insights
CommunityUnified financial health insights at a glance.
Authoritalolelis
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill provides a holistic financial health dashboard by aggregating across investments, tax considerations, and cross-country data to deliver ranked top-5 recommendations.
Core Features & Use Cases
- Unified health report: synthesizes portfolio scoring, asset allocation analysis, wealth projection, and cross-domain benchmarking for DE/BR investors.
- Actionable insights: surfaces patterns that span tax, allocation, and projections with clear recommendations.
- Interactive kickoff: loads profile data and references to generate an end-to-end insights report on demand.
Quick Start
Ask the AI to generate a unified financial health report for your current profile.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: finyx-insights Download link: https://github.com/italolelis/finyx/archive/main.zip#finyx-insights Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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