What problem does it solve?
New coinskills users face the tedious work of manually creating a private, version-controlled financial workspace, collecting their full financial snapshot, and setting up initial goals, which often leads to incomplete setup or abandoned financial tracking. This Skill eliminates that friction with a fully guided, end-to-end setup workflow.
Core Features & Use Cases
- Guided Financial Profiling: Conducts a structured interview to capture your name, primary currency, enabled modules, risk tolerance, emergency fund preferences, variable spending estimate, review cadence, and decision style.
- Automated Workspace Creation: Uses the gh CLI to create a private GitHub repo as your version-controlled financial workspace, with pre-configured directory structure, .gitignore, and initial state files for change tracking and snapshots.
- Full Financial Snapshot Capture: Walks you through entering all your financial data, including cash accounts, credit lines, investments, debts, illiquid assets, recurring obligations, and income streams, validated against defined schemas.
- Goal Seeding: Helps you create initial financial goals (or suggests default goals based on your profile) and optionally drafts an initial contribution plan for each.
- Use Case: A new user can go from installing the coinskills plugin to having a fully functional, private financial tracking workspace with their first goals entered in a single guided session, no manual file editing or repo configuration required.
Quick Start
Use the init skill to complete your first coinskills setup, including financial profiling, private workspace creation, and initial goal seeding.