personal-finance-skill

You consolidate personal finance data by onboarding the skill to register extensions and configure credentials, harmonizing data across Plaid, Alpaca, and IBKR for unified net worth tracking and portfolio monitoring.

Yes, deterministic math handles tax liability, net worth, and P/L calculations directly, bypassing LLM inaccuracies to deliver exact financial insights and reliable governance.

Policy guardrails are established through an integrated policy engine requiring explicit approvals for trades, transfers, and tax moves, ensuring all automated financial workflows pass governance checks safely.

Yes, multi-provider integration connects to Finnhub, SEC, FRED, BLS, StockTwits, X, and Quiver, aggregating market data and sentiment sources to support comprehensive briefings and anomaly detection.

The best way is running the scheduled workflow engine, which executes end-to-end processes like drift monitoring and anomaly detection to deliver automated, periodic financial briefings.

Yes, YAML frontmatter with name and description in SKILL.md is required alongside policy checks to safely load the deterministic math scripts and references into context.