personal-finance-skill

Consolidate and analyze personal-finance data across accounts, investments, taxes, and market data.

12|7|Updated Feb 23, 2026

Search Tags:#onboarding #deterministic #multi-provider #openclaw #personal-finance #policy-guardrails #finance-core

Ready to run

npx skills add https://github.com/6missedcalls/personal-finance-skill --skill personal-finance-skill

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: personal-finance-skill
Source: https://github.com/6missedcalls/personal-finance-skill/tree/main
Command: npx skills add https://github.com/6missedcalls/personal-finance-skill --skill personal-finance-skill

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

Manages and harmonizes data from banking, investing, tax, market intelligence, and sentiment sources to deliver deterministic financial insights and governance.

Core Features & Use Cases

Deterministic math for tax liability, net worth, and P/L calculations to avoid LLM inaccuracies.
Policy engine with explicit approvals for trades, transfers, and tax moves.
Multi-provider integration across Plaid, Alpaca, IBKR, IRS tax forms, Finnhub/SEC/FRED/BLS, StockTwits, X, and Quiver, with briefing support.
End-to-end workflows including onboarding, anomaly detection, scheduled briefs, and drift monitoring.

Quick Start

Onboard the skill to build and register seven extensions, configure credentials, and run the onboard script.

Frequently Asked Questions about personal-finance-skill

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

FAQPage Schema

How do I consolidate personal finance data across multiple banking and investment accounts?▼

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.

Can I use deterministic math for tax liability and net worth calculations to avoid LLM hallucinations?▼

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

How do I set up policy guardrails for automated trades and asset transfers?▼

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.

Does this finance toolkit integrate with market intelligence and sentiment sources like Finnhub or StockTwits?▼

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.

What is the best way to monitor portfolio drift and schedule financial briefings?▼

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.

Do I need YAML frontmatter in a SKILL.md file to safely load the personal finance scripts?▼

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.