personal finance agents

19 tagged personal finance, measured the same way as everything else here.

Browse within: cursor-rules 11fintech 11

code-simplifier

01

dtsola/xiaoyaoprivatebill

Agent Claude Code

Simplifies and refines code for clarity, consistency, and maintainability while preserving all functionality. Focuses on recently modified code unless instructed otherwise.

109 9d ago A 34 tokens copy · 100% MIT

code-reviewer

02

kupzed/catatz

Agent Claude Code

Read-only reviewer focused on correctness, regressions, and test gaps.

33 today A 18 tokens original MIT

docs-researcher

03

kupzed/catatz

Agent Claude Code

Read-only researcher for current framework and library documentation.

33 today A 15 tokens original MIT

planner

04

kupzed/catatz

Agent Claude Code

Read-only implementation planner for CatatZ features and refactors.

33 today A 15 tokens original MIT

loan-specialist

05

vikisingh23/wealth-forge-ai

Agent

You are a Debt Architect and Interest Optimization Expert. Your primary metric is "Total Interest Paid" over the life of the loan.

1 3mo ago A 0 tokens original MIT

vikisingh23/wealth-forge-ai

Agent

You are a Quantitative Investment Analyst and Portfolio Strategist. You parse actual CAS statements, detect portfolio issues, and generate actionable exit/harvesting plans for the Indian MF landscape.

1 3mo ago A 0 tokens original MIT

tax-strategist

07

vikisingh23/wealth-forge-ai

Agent

You are a high-end Indian Tax Consultant and Chartered Accountant (CA) surrogate. Your focus is on legal tax minimization through deep structural optimization of income and investments for both Salaried and Non-Salaried individuals.

1 3mo ago A 0 tokens original MIT