skills.rest
italolelis
italolelisCOMMUNITY
Explore all skills by this author →
Website𝕏@italolelisGitHub

finyx-insights

Orchestrate three specialist agents to synthesize allocation, tax, and projection insights into a unified financial health report.

Updated Feb 1, 2026
Search Tags:#insights#forecasting#allocation#cross-border#financial-health#net-worth
One-click install
npx skills add https://github.com/italolelis/finyx --skill finyx-insights
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finyx-insights
Source: https://github.com/italolelis/finyx/tree/main/skills/insights
Command: npx skills add https://github.com/italolelis/finyx --skill finyx-insights

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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.

Frequently Asked Questions about finyx-insights

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

FAQPage Schema
How do I generate a unified financial health report for cross-border investments?▼

A unified financial health report aggregates your portfolio allocation, tax efficiency, and wealth projections to deliver ranked recommendations. This synthesis spans cross-country data for Germany and Brazil investors to compute net-worth, savings rate, and actionable steps.

What is included in a financial health dashboard for asset allocation and tax efficiency?▼

A financial health dashboard includes portfolio scoring, asset allocation analysis, wealth projection, and cross-domain benchmarking. It surfaces patterns spanning tax considerations and allocation insights to produce a top-5 actionable recommendations report.

How do I calculate net-worth and savings rate for a cross-country financial profile?▼

Calculating net-worth and savings rate for a cross-country profile requires synthesizing allocation and projection data across applicable jurisdictions. The system orchestrates specialist agents to ensure completeness and compute these metrics with clear data provenance.

Can I use cross-border financial insights for Germany and Brazil tax and allocation analysis?▼

Cross-border financial insights support Germany and Brazil tax and allocation analysis by applying country-specific data where applicable. This generates a cross-domain dashboard benchmarking your portfolio against regional tax efficiency and allocation standards.

What is the best way to get top-5 financial recommendations from my portfolio data?▼

The best way to get top-5 financial recommendations is orchestrating specialist agents to synthesize your allocation, tax, and projection insights. This approach generates a ranked dashboard with actionable steps and clear data provenance from your loaded profile.

Related Skills

Explore More Finance & Accounting Skills→
OneWave-AIOneWave-AI
245

portfolio-analyzer

Analyze investment portfolios for risk, diversification gaps, fees, and optimization opportunities.

Official
Basic
r9412460971-cloudr9412460971-cloud
31

tax-loss-harvesting

Scan taxable investment accounts for unrealized losses and generate compliant trade plans.

Community
Intermediate
hvkshetryhvkshetry
15

rebalance

Analyze portfolio drift and generate rebalancing trade recommendations with tax and cost constraints.

Community
Advanced
haitao2016haitao2016

indie-game-business

Model indie game costs and project revenue with UrhoX Lua dashboards.

Community
Intermediate