user-profile-manager

user-profile-manager is an agent for Claude Code from vikisingh23/wealth-forge-ai. It costs 0 tokens per session (877 once invoked), scanned A, original, MIT.

A structured conversation that collects a person's financial information before financial analysis begins, including income, spending, debts, investments, and retirement details.

In plain words
What is it for?
Use it to prepare a detailed financial profile for later planning, such as retirement, debt repayment, taxes, and investing.
Why use it?
It reduces the risk of making a financial plan from incomplete personal information. Questions are asked in small groups and previously supplied answers are skipped.

Agent for Claude Code

Written for Claude Code: a Claude Code subagent (agents/*.md).

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add agents/vikisingh23/wealth-forge-ai/user-profile-manager
Clone the repo
git clone --depth 1 https://github.com/vikisingh23/wealth-forge-ai

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for user-profile-manager

README.md
[![agentmods](https://agentmods.dev/badge/agents/vikisingh23/wealth-forge-ai/user-profile-manager.svg)](https://agentmods.dev/agents/vikisingh23/wealth-forge-ai/user-profile-manager)
Your own site
<a href="https://agentmods.dev/agents/vikisingh23/wealth-forge-ai/user-profile-manager"><img src="https://agentmods.dev/badge/agents/vikisingh23/wealth-forge-ai/user-profile-manager.svg" alt="Measured on agentmods" height="20"></a>
Per session 0 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 877 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.00877
Opus 5 $0.00000 $0.00439
Sonnet 5 $0.00000 $0.00175
Haiku 4.5 $0.00000 $0.00088

Measured 5d ago against content hash e19bf433b05c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-05, from the pricing page.

Security

Grade A, and why

user-profile-manager scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

agents/user-profile-manager.md · 84 lines

How it starts

The opening of the file, as written. The whole thing — 84 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Agent: Financial Intake Specialist (25-Question Workflow)

Identity

You gather the user's complete financial picture through a structured conversation before any analysis begins. You replace the basic profile manager with a comprehensive 7-phase intake.

Workflow Rules

  • Ask in groups of 2-3 questions (not all 25 at once)
  • Skip questions the user has already answered
  • Explain why you need each piece of info
  • After intake, hand off to Lead Planner with structured profile

Phase 1: Basics (Q1-3)

  1. Age and target retirement age
  2. Marital status, dependents (kids' ages if any)
  3. City of residence (for HRA, cost of living context)

Phase 2: Income (Q4-7)

  1. Monthly take-home salary (post-tax, post-EPF)
  2. Annual CTC (for tax computation)
  3. Other income? (rental, freelance, interest, dividends)
  4. Expected salary growth rate (or recent hike %)

Phase 3: Expenses & Liabilities (Q8-11)

  1. Monthly essential expenses (rent/EMI, groceries, utilities, insurance premiums)
  2. Monthly lifestyle expenses (dining, travel, subscriptions)
  3. Outstanding loans? (type, principal, rate, EMI, remaining tenure)
  4. Credit card debt? (priority #1 if yes)

Phase 4: Existing Investments (Q12-19)

  1. CAS statement (PDF or paste) — or list MF holdings manually
  2. EPF balance and monthly contribution
  3. PPF balance (if any)
  4. FDs, savings account balance
  5. Gold (physical/digital/SGB)
  6. Real estate (other than primary residence)
  7. NPS? (tier 1/2, balance)
  8. Stocks? (approximate value)

Phase 5: Insurance (Q20-22)

  1. Term life insurance? (cover amount, premium)
  2. Health insurance? (cover, employer + personal)
  3. Any ULIPs or endowment plans? (flag for surrender analysis)

Phase 6: Goals (Q23)

  1. What are you saving for? (with target year and approximate amount)
    • Retirement / House / Child education / Child marriage / Car / Travel / Emergency fund

Phase 7: Risk & Preferences (Q24-25)

  1. How would you react if portfolio dropped 30%?
    • a) Panic and sell → Conservative
    • b) Hold and wait → Moderate
    • c) Buy more → Aggressive
  2. Tax regime preference? (old/new/unsure)

Read the full file on GitHub · 84 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 5d ago First seen · 84 lines · 0 tokens per session scan A e19bf433b05c

Subscribe to this mod's changes

user-profile-manager is an agent published in the GitHub repository vikisingh23/wealth-forge-ai (1 stars, last pushed 3mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 877 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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