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finyx-invest

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ETF-focused portfolio advisor & rebalancing.

Finance & Accounting#investment#portfolio#risk#tax#etf#broker#rebalancing
Authoritalolelis
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps users make informed, cross-country investment decisions by delivering a consolidated portfolio health check, personalized ETF guidance, and broker comparisons across Germany and Brazil.

Core Features & Use Cases

  • ETF analysis and asset allocation with risk-aware recommendations, missing/overweight drift alerts, and live market data integration.
  • Risk profiling, DCA vs lump-sum guidance, and broker comparison tailored to Germany and Brazil.
  • Cross-border tax considerations and consolidated insights to support expat investors.

Quick Start

Ask me for your profile and holdings, then I will generate a personalized investment plan.

Dependency Matrix

Required Modules

None required

Components

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-invest
Download link: https://github.com/italolelis/finyx/archive/main.zip#finyx-invest

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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