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personal-cfo

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Turn bank statements into deterministic retirement audits.

Finance & Accounting#retirement planning#financial statements#deterministic modeling#glide path tracking#offline CLI#markdown ingestion
Authornotoriouslab
Version1.0.0
Installs0

System Documentation

What problem does it solve?

It turns raw bank statement data into clear monthly financial statements and retirement glide-path diagnostics so you can understand where you stand without forecasting bias.

Core Features & Use Cases

  • Monthly CFO audit (facts): Generates an 8-bucket income statement, balance sheet, cash flow summary, plus a retirement glide path diagnosis from your latest transactions and assets.
  • Retirement projection (assumptions): Projects year-by-year retirement readiness using inflation and deterministic return assumptions from a saved snapshot.
  • Flexible inputs + offline safety: Accepts CSV and Markdown+JSON (doc-cleaner style), can fall back to pipe-table Markdown, and supports an offline mode to avoid network variability.

Quick Start

Ask the agent to run: python -m personal_cfo cfo --transactions ./examples/sample_transactions.csv --assets ./examples/sample_assets.csv --period 2026-01 --config ./config.example.yaml --offline.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: personal-cfo
Download link: https://github.com/notoriouslab/personal-cfo/archive/main.zip#personal-cfo

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