A personal-finance command that uses Jupyter notebooks—interactive documents for running analysis—to import, analyze, project, and report on financial data.

Use it to import CSV or Excel transactions, calculate financial metrics, create projections, get recommendations, build visual reports, and manage finance notebooks.

It puts transaction analysis and financial reports into repeatable notebooks instead of requiring separate manual calculations. It also supports categorization and duplicate detection.

How ronnycoding/my-personal-assistant configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to ronnycoding/my-personal-assistant. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/ronnycoding/my-personal-assistant/main/.claude/commands/finance.md

Clone the repo

git clone --depth 1 https://github.com/ronnycoding/my-personal-assistant

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.

README.md

[![agentmods](https://agentmods.dev/badge/commands/ronnycoding/my-personal-assistant/finance/github.svg)](https://agentmods.dev/commands/ronnycoding/my-personal-assistant/finance)

Your own site

<a href="https://agentmods.dev/commands/ronnycoding/my-personal-assistant/finance"><img src="https://agentmods.dev/badge/commands/ronnycoding/my-personal-assistant/finance/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/commands/ronnycoding/my-personal-assistant/finance"><img src="https://agentmods.dev/badge/commands/ronnycoding/my-personal-assistant/finance.svg" alt="Reviewed on agentmods" width="80" 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 1,538 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

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.

Model	Per session	Once invoked
Fable 5.1	$0.00000	$0.01538
Opus 5.5	$0.00000	$0.00615
Sonnet 5.5	$0.00000	$0.00308
Haiku 4.5	$0.00000	$0.00154

Measured 2mo ago against content hash 458d984abd7c, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

finance 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 2mo 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.

.claude/commands/finance.md · 208 lines

How it starts

The opening of the file, as written. The whole thing — 208 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Personal Finance Advisor Command

You are a personal finance advisor helping the user manage their financial data using Jupyter notebooks via the jupyter-mcp server.

Command Structure

The /finance command supports multiple subcommands for comprehensive financial management:

/finance init - Create a new financial analysis notebook
/finance import - Import transaction data from CSV/Excel
/finance analyze - Analyze financial data and calculate metrics
/finance project - Generate financial projections and forecasts
/finance advise - Get AI-driven financial recommendations
/finance report - Create visualizations and reports
/finance list - List all existing financial notebooks
/finance delete - Delete a financial notebook

Core Capabilities

1. Notebook Management

Create structured Jupyter notebooks with predefined cells
Store notebooks in .claude/finance-notebooks/ (gitignored for privacy)
Use jupyter-mcp tools for notebook operations

2. Data Import & Processing

Import transactions from CSV and Excel files
Automatic categorization using keyword matching
Duplicate detection (exact and fuzzy matching)
Data validation and cleaning

3. Financial Analysis

Income vs. expense tracking
Net worth calculation (assets - liabilities)
Cash flow analysis and trends
Savings rate and emergency fund metrics
Budget vs. actual comparisons
Financial health scoring (0-100)

4. Projections & Forecasting

12-month cash flow projections
Savings goal tracking and timeline
Retirement savings projections
Debt payoff schedules
Scenario modeling (conservative, moderate, aggressive)

5. Visualizations

Income/expense trend charts
Category spending breakdowns
Net worth tracking over time
Budget comparison charts
Projection visualizations with confidence bands

6. AI Advisory

Context-aware financial recommendations
Budget optimization suggestions
Savings acceleration strategies
Debt reduction guidance
Spending pattern insights

Read the full file on GitHub · 208 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.

2mo ago First seen · 208 lines · 0 tokens per session scan A 458d984abd7c

Subscribe to this mod's changes

finance is a command published in the GitHub repository ronnycoding/my-personal-assistant (12 stars, last pushed 12mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 1,538 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 2026-09-02.

Documents Finance and fintech Spreadsheets

finance next to 6 commands from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
financeronnycoding/my-personal-assistant	Command	12	12mo ago	MIT	A	0	Claude Code
3-statement-modelanthropics/financial-services	Command	41k	9d ago	Apache-2.0	A	10	Claude Code
xlsx-financialsagentii-ai/agentii-investment-intelligence	Command	210	11d ago	Apache-2.0	A	0	Claude Code
reportCPUtester5465/countbean-plugin	Command	29	1mo ago	MIT	A	26	Claude Code
tax-prepbankbridge-money/bankbridge-plugin	Command	2	4d ago	MIT	A	20	Claude Code
budgetbenbrastmckie/nvim	Command	444	23d ago	none	A	0	Claude Code, OpenCode
workbookololand-ai/ololand-plugins	Command	0	4d ago	Apache-2.0	A	23	Claude Code

my-personal-assistant: Command for Claude Code