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Updated 7mo ago

by 6missedcalls

personal-finance-skill

AI-powered personal finance skill — 75 tools across 7 extensions for banking (Plaid), trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence, and social sentiment. Built for the Agent Skills Protocol, works with 40+ AI agents.

Works with
  • OpenCode
View on GitHub (opens in a new tab)

25 GitHub stars (25)

+4 in 16 days

Stars gained per day · daily snapshots since Sep 30
Stars gained per day, Sep 30 to Oct 16: +4 in total; the busiest day was Oct 11 with +2 stars.Oct 1: +1 starsOct 2: 0 starsOct 3: 0 starsOct 4: 0 starsOct 5: 0 starsOct 6: 0 starsOct 7: 0 starsOct 8: 0 starsOct 9: +1 starsOct 10: 0 starsOct 11: +2 starsOct 12: 0 starsOct 13: 0 starsOct 14: 0 starsOct 15: 0 starsOct 16: 0 stars
Stars gained between daily snapshots
PeriodNew stars
Oct 1+1
Oct 20
Oct 30
Oct 40
Oct 50
Oct 60
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Oct 9+1
Oct 100
Oct 11+2
Oct 120
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Oct 160
  • 1 skill (1 skills found in its SKILL.md files)
  • 6 forks (6 forks)
  • 7mo ago last update (Last updated 7mo ago)

Install

Skills CLI

npx skills add 6missedcalls/personal-finance-skill

Asks which agents to install it for. Add -g to install it for every project.

Claude Code

git clone https://github.com/6missedcalls/personal-finance-skillcp -r "personal-finance-skill" ~/.claude/skills/personal-finance-skill

Copies the personal-finance-skill skill into ~/.claude/skills/ for every project (use .claude/skills/ for one project).

Plugin

/plugin marketplace add 6missedcalls/personal-finance-skill

Run inside Claude Code if the repository ships a plugin marketplace, then pick plugins from /plugin.

Skills can run code on your machine — read the SKILL.md first.

What it does

In the author's own words, from each skill's SKILL.md.

  • personal-finance-skill

    Personal finance management skill providing 75 tools across 7 extensions for bank account aggregation (Plaid), brokerage trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence (Finnhub, SEC EDGAR, FRED, BLS, Alpha Vantage), social sentiment (StockTwits, X/Twitter, Quiver), and financial analysis. Supports scheduled scans, anomaly detection, net worth tracking, tax-lo…

    SKILL.md on GitHub (opens in a new tab)

Review before you install

A skill is a set of instructions and scripts your agent will follow, and it can run code on your machine. Read the SKILL.md and any scripts first — this listing is not a security review.