finyx-profile

Guide a structured interview to generate a .finyx/profile.json financial profile.

Updated Feb 1, 2026
One-click install
npx skills add https://github.com/italolelis/finyx --skill finyx-profile
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: finyx-profile
Source: https://github.com/italolelis/finyx/tree/main/skills/profile
Command: npx skills add https://github.com/italolelis/finyx --skill finyx-profile

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The interview guides users through a structured financial profile collection and generates a project-local or global profile file that your Finyx agents read for context and decision-making.

Core Features & Use Cases

  • Automated, step-by-step interview to capture residency, nationality, income, tax, goals, and risk preferences.
  • Generates the shared context file .finyx/profile.json plus supporting workflow state and directory structure for downstream real estate and financial planning commands.
  • Use cases include initial setup, profile updates, and onboarding new users without manual configuration.

Quick Start

Run /finyx:profile to start the interview and generate your .finyx/profile.json.

Frequently Asked Questions about finyx-profile

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

FAQPage Schema
How do I automate collecting a complete financial profile for tax and investing planning?

Automate financial profile collection by running a structured interview that captures residency, income, tax, goals, and risk preferences to generate a standardized profile file. This guides you step-by-step so no manual configuration is required.

What is a structured financial interview for generating a standardized profile file?

A structured financial interview is an automated step-by-step process that gathers your residency, nationality, income, and tax data to produce a standardized profile file. This file serves as shared context for downstream financial planning agents.

How do I set up a financial profile for cross-border tax situations?

Set up a cross-border financial profile by initiating the automated interview, which detects international residency and nationality details. It scaffolds the necessary workflow state and directories to support multi-jurisdiction tax planning.

Can I update an existing financial profile instead of starting from scratch?

You can update an existing financial profile by running the interview process again. It overwrites your current data and regenerates the profile file, ensuring your residency, income, and investing goals reflect recent changes.

Does the generated financial profile support downstream real estate planning commands?

The generated financial profile directly supports downstream real estate and financial planning commands. The output file provides shared context and directory structure that advisor agents read for decision-making and automated planning.

When do I need to regenerate my financial profile data for advisor commands?

You need to regenerate your financial profile data whenever your income, residency, tax status, or investing risk preferences change. Updating ensures all downstream advisor commands utilize accurate, current context for financial planning.