Updated 4d ago
by ya5huk
findash
An Israeli Claude Finance Plugin
20 GitHub stars (20)
+1 in 30 days
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- 5 skills (5 skills found in its SKILL.md files)
- 2 forks (2 forks)
- 4d ago last update (Last updated 4d ago)
Install
Skills CLI
npx skills add ya5huk/findash
Asks which skills and agents to install. Just one: npx skills add ya5huk/findash --skill fetch-bank-data — add -g for every project.
Claude Code
git clone https://github.com/ya5huk/findashcp -r "findash/skills/fetch-bank-data" ~/.claude/skills/
Copies the fetch-bank-data skill into ~/.claude/skills/ for every project (use .claude/skills/ for one project). Repeat for the other skills listed below.
Plugin
/plugin marketplace add ya5huk/findash
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.
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fetch-bank-data
Use when the user says "fetch bank data", "pull from bank", "fetch hapoalim", "fetch cal", "fetch credit card", "pull from cal", or any morning-equivalent. Pulls fresh transactions + balances from Bank Hapoalim and Cal via `israeli-bank-scrapers`, records private reconciliation observations in a sidecar notes file, and stages paired files in local `inbox/staging/fetched/` for the next `sync-finan…
skills/fetch-bank-data/SKILL.md on GitHub (opens in a new tab) -
fetch-investments
Use when the user says "fetch investments", "fetch ibkr", "fetch interactive brokers", "pull portfolio", "fetch brokerage", "snapshot ibkr", or any portfolio-snapshot equivalent — and as the best-effort IBKR source inside `sync-finance-data`. The connector is only reachable from a signed-in Claude session, so a session without it skips with a warning. Attaches IBKR as a source feed to the matchin…
skills/fetch-investments/SKILL.md on GitHub (opens in a new tab) -
findash-doctor
Use when the user says "doctor", "finance doctor", "check finance setup", "what's missing", or any "is everything set up?" equivalent. Audits binaries, configs, secrets, npm deps, DB, live Drive connectivity, and Chromium profiles. Auto-fixes safe local gaps and prints exact commands for everything that needs human action.
skills/findash-doctor/SKILL.md on GitHub (opens in a new tab) -
setup
Use when the user says "set up findash", "onboard", "first-time setup", "get findash running", "configure findash", or is installing the plugin for the first time. Runs findash-doctor's safe auto-fixes, prepares the local React dashboard, then guides the human through only the optional integrations they choose — local secrets, Drive OAuth, and bank-scraper browser seeding.
skills/setup/SKILL.md on GitHub (opens in a new tab) -
sync-finance-data
Use when the user says "sync finance", "daily sync", "run the morning sync", "fetch my finances", "ingest new docs", "run everything", or any full financial-data update. Runs all configured sources — bank/card fetch, IBKR, Drive/manual staging — then ingests and reconciles SQLite, refreshes deterministic market caches, sorts Drive drops, and performs the gated backup. It writes SQLite only; the l…
skills/sync-finance-data/SKILL.md on GitHub (opens in a new tab)
No skill matches that filter.
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.