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

Ready to run

npx skills add https://github.com/italolelis/finyx --skill finyx-insights

💬 Prompt for ChatGPT / Claude Chat▼

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.