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money

Consolidate and analyze financial data across investments, spending, taxes, estate, and property.

Updated Aug 23, 2026
Search Tags:#finance#budgeting#investments#tax#estate#money#net-worth
One-click install
npx skills add https://github.com/dabrewskie/owens-lifeos --skill money-dabrewskie
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: money
Source: https://github.com/dabrewskie/owens-lifeos/tree/main/skills/money
Command: npx skills add https://github.com/dabrewskie/owens-lifeos --skill money-dabrewskie

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Helps you achieve unified financial intelligence across investments, spending, taxes, estate, and property by providing structured checks and insights.

Core Features & Use Cases

  • Sub-Mode brief: Pull latest financial data, compute net worth, debt status, e-fund progress, surface delta and trend.
  • Sub-Mode invest: Assess portfolio, retirement projections, and potential rebalancing triggers; provide SWOT context.
  • Sub-Mode spend: Compare actual vs budget by category; flag overruns; project remaining discretionary funds.
  • Sub-Mode tax: Review tax posture, identify optimization opportunities, and model impact of changes.
  • Sub-Mode estate: Audit beneficiary designations, verify will/trust status, and align with family plan.
  • Sub-Mode property: Compute cash flow per property, maintenance needs, and equity status.

Quick Start

Generate a current net worth and budget health snapshot from the latest financial data.

Frequently Asked Questions about money

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

FAQPage Schema
How do I consolidate financial data for a personal net worth calculation?▼

This tool consolidates financial data for a personal net worth calculation by aggregating JSON data sources across investments, property, and debts to compute your total net worth, apply consistency checks, and yield a unified financial snapshot.

Can I track budget overruns and project discretionary spending from my data?▼

Yes, you can track budget overruns and project discretionary spending by processing your financial JSON data. The system compares actual expenditures against your budget categories, flags overruns, and projects your remaining discretionary funds.

How does portfolio rebalancing and retirement projection analysis work?▼

Portfolio rebalancing and retirement projection analysis works by assessing your investment JSON data to model retirement projections, identify potential rebalancing triggers, and provide SWOT context for your portfolio review.

Does this tool require specific data formats for tax optimization and estate planning?▼

Yes, this tool requires specific data formats for tax optimization and estate planning; it strictly bases all figures on JSON data sources to review your tax posture, model impacts of changes, audit beneficiaries, and verify will or trust status.

What is the best way to compute cash flow and equity status for multiple properties?▼

The best way to compute cash flow and equity status for multiple properties is to use a scenario-driven analysis tool that processes your property JSON data to calculate cash flow per property, assess maintenance needs, and determine equity status.

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