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

finyx-invest

Consolidate cross-border holdings and generate an advisory investment report.

Updated Feb 1, 2026
Search Tags:#investment#portfolio#risk#tax#etf#broker#rebalancing
One-click install
npx skills add https://github.com/italolelis/finyx --skill finyx-invest
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finyx-invest
Source: https://github.com/italolelis/finyx/tree/main/skills/invest
Command: npx skills add https://github.com/italolelis/finyx --skill finyx-invest

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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.

Frequently Asked Questions about finyx-invest

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

FAQPage Schema
How do I consolidate ETF holdings across multiple brokers for a portfolio analysis?▼

To consolidate ETF holdings across multiple brokers, you provide your user profile and current asset data. The Skill identifies active countries like Germany and Brazil, then generates a comprehensive portfolio analysis with asset-class, geography, and broker breakdowns.

Can I get ETF recommendations and risk profiling for investments split between Germany and Brazil?▼

Yes, you can get ETF recommendations and risk profiling for investments split between Germany and Brazil. The Skill evaluates your geographic exposure and risk profile to deliver risk-aware ETF guidance and drift alerts tailored to these specific markets.

What is the best way to rebalance an ETF portfolio with overweight asset drift?▼

The best way to rebalance an ETF portfolio with overweight drift is to analyze your current allocations against your risk profile. The Skill identifies missing or overweight asset classes and provides specific rebalancing cues integrated with live market data.

Does this portfolio advisor provide DCA vs lump-sum guidance?▼

Yes, the portfolio advisor provides DCA vs lump-sum guidance based on your consolidated holdings and risk profile. It evaluates your current market exposure and delivers personalized investment strategies alongside broker comparisons.

Are there limitations on the broker comparison features for cross-country investing?▼

Broker comparison features are currently limited to active countries identified from your profile, specifically Germany and Brazil. The advisory report focuses on these regional brokers to provide relevant cross-border tax considerations and consolidated insights.

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
spoonbobospoonbobo

polymarket-autopilot

Automate paper trading on Polymarket using TAIL, BONDING, and SPREAD strategies.

Community
Advanced
NigarumOvumNigarumOvum

us-etf-flow

Analyze real-time capital flows through US ETFs for institutional positioning and sector rotation.

Community
Intermediate
italolelisitalolelis

finyx-pension

Analyze German and Brazilian pension inputs and generate cross-country retirement strategy narratives.

Community
Advanced