Generates goal-first financial reports from transactions, goals, plans, and holdings.
npx skills add https://github.com/Lutherwaves/coinskills --skill review-lutherwaves
Please help me install this Agent Skill. Skill: review Source: https://github.com/Lutherwaves/coinskills/tree/main/skills/review Command: npx skills add https://github.com/Lutherwaves/coinskills --skill review-lutherwaves
Manually compiling financial progress reports across goals, transactions, and holdings is time-consuming and error-prone, making it hard to track true progress toward financial objectives.
Request a periodic financial review for the current month to get a complete goal-first report with progress tracking, cash flow insights, and actionable recommendations.
High-intent search queries and answers about installing and using this skill.
Generate a goal-first periodic financial report by synthesizing transaction, goal, plan, and holdings data into a single cohesive narrative. The output is a structured markdown file that prioritizes your active financial goals over raw metrics.
Yes, automated metric calculation aggregates transaction data, net worth, and spending breakdowns while comparing all metrics to the prior period. This highlights cash flow trends and flags actionable wins and concerns.
Automate monthly, quarterly, and yearly financial review workflows by generating a structured markdown report saved directly to your reviews directory. The output commits automatically to your private workspace repository.
The financial review requires transaction, goal, plan, and holdings data to synthesize a single cohesive narrative. It uses these inputs to apply goal-first reporting and calculate prior-period metric deltas for your personal finance tracking.
Goal-first reporting prioritizes progress toward active financial goals over raw financial metrics like standard cash flow analysis. It synthesizes holdings and transaction data to identify discretionary overspending and provide concrete steps to get back on track.
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