fiduciary
01Settings file Claude Code
Agent settings declaring 7 allowed tools.
10 1mo ago A
tokens not measured
original MIT
Skill Claude CodeCodex
Answer questions about personal finances — balances, transactions, spending patterns, account status, recent purchases, merchant history, income tracking. Use when the user asks anything about their money, accounts, or transactions.
10 1mo ago A 43 tokens
original MIT
health-check
03Skill Claude CodeCodex
Quarterly financial health assessment. Use when the user asks for a full financial review, health check, "how am I doing", quarterly review, ratio check, financial assessment, or wants to know if they're on track. Also use when more than 30 days have passed since the last health check. Compares current state against…
10 1mo ago A 101 tokens
original MIT
next-dollar
04Skill Claude CodeCodex
Answer "what should I do with my next dollar?" Apply the financial order of operations to the user's ACTUAL situation. Use when someone asks what to do with money, how to allocate a paycheck, where to put savings, whether to pay debt or invest, what to do with a bonus/raise/windfall/tax refund, or any variant of "I…
10 1mo ago A 112 tokens
original MIT
onboard
05Skill Claude CodeCodex
Financial advisor intake — run when a user first sets up this project, says "onboard", "set up my profile", "get started", "intake", "configure my finances", or when CLAUDE.md has no Client Context section. Conducts a structured interview modeled on the CFP Board's 7-step process and writes personalized context to…
10 1mo ago A 103 tokens
original MIT
Skill Claude CodeCodex
Audit spending for waste, unused subscriptions, and overspending by category. Use when the user asks to find waste, cut spending, review subscriptions, check for recurring charges they forgot about, or do a financial audit.
10 1mo ago A 48 tokens
original MIT
sync-data
07Skill Claude CodeCodex
Sync fresh financial data from Plaid. Use when the user asks to refresh data, pull latest transactions, update balances, or before running any analysis on data that might be stale (more than a day old).
10 1mo ago A 45 tokens
original MIT
tactics
08Skill Claude CodeCodex
Optimize HOW you execute financial strategies with your specific accounts, cards, and tools. Use when the user asks "how should I use my cards?", "optimize my rewards", "balance transfer options", "which account for X?", "am I leaving money on the table?", "what am I not taking advantage of?", or any variant of…
10 1mo ago A 120 tokens
original MIT
Skill Claude CodeCodex
Generate a weekly personal finance report. Use when the user asks for a weekly report, spending summary, finance review, or budget status.
10 1mo ago A 30 tokens
original MIT
Instructions file
Instructions for weklund/fiduciary, covering personal finance project, advisory principles, fiduciary standard, the financial planning pyramid (priority hierarchy) and key decision rules.
10 1mo ago A 1,986 tokens
original MIT