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Updated 2w ago

by googlarz

finance-assistant

Personal finance copilot — real math, not AI guesses. 6 locales · 13 bank formats · Monte Carlo FIRE. claude.ai · Claude Code · Cowork. Open source, free.

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

49 GitHub stars (49)

+4 in 20 days

Stars gained per day · daily snapshots since Sep 26
Stars gained per day, Sep 26 to Oct 16: +4 in total; the busiest day was Sep 29 with +1 stars.Sep 27: 0 starsSep 28: 0 starsSep 29: +1 starsSep 30: +1 starsOct 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: 0 starsOct 10: 0 starsOct 11: +1 starsOct 12: 0 starsOct 13: 0 starsOct 14: 0 starsOct 15: 0 starsOct 16: 0 stars
Stars gained between daily snapshots
PeriodNew stars
Sep 270
Sep 280
Sep 29+1
Sep 30+1
Oct 1+1
Oct 20
Oct 30
Oct 40
Oct 50
Oct 60
Oct 70
Oct 80
Oct 90
Oct 100
Oct 11+1
Oct 120
Oct 130
Oct 140
Oct 150
Oct 160
  • 1 skill (1 skills found in its SKILL.md files)
  • 11 forks (11 forks)
  • 2w ago last update (Last updated 2w ago)

Install

Skills CLI

npx skills add googlarz/finance-assistant

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

Claude Code

git clone https://github.com/googlarz/finance-assistantcp -r "finance-assistant" ~/.claude/skills/finance-assistant

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

Plugin

/plugin marketplace add googlarz/finance-assistant

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.

  • finance-assistant

    Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt pa…

    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.