personal-finance-skill: Instructions file for Claude Code

CLAUDE.md

personal-finance-skill CLAUDE.md is an instructions file for Claude Code from 6missedcalls/personal-finance-skill. It costs 984 tokens per session, scanned A, original, MIT.

Developer instructions and reference documents for a personal-finance skill used by AI agents. It describes the project structure, available finance-related tools, data models, and safety rules.

In plain words
What is it for?
Building or maintaining an AI finance assistant that handles accounts, transactions, investments, taxes, market information, and related workflows.
Why use it?
It gives an agent the context and boundaries needed to work consistently with personal-finance features and financial data.

Instructions file for Claude Code

Written for Claude Code: the file is CLAUDE.md. Also seen: mentions CLAUDE.md; built for openclaw.

This is 6missedcalls/personal-finance-skill's own configuration. It tells Claude Code how to work on personal-finance-skill itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything personal-finance-skill configures →

Reuse

Borrowing it

Nothing to install: this file belongs to 6missedcalls/personal-finance-skill. 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/6missedcalls/personal-finance-skill/main/CLAUDE.md
Clone the repo
git clone --depth 1 https://github.com/6missedcalls/personal-finance-skill

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 personal-finance-skill CLAUDE.md

README.md
[![agentmods](https://agentmods.dev/badge/instructions/6missedcalls/personal-finance-skill/claude-md/github.svg)](https://agentmods.dev/instructions/6missedcalls/personal-finance-skill/claude-md)
Your own site
<a href="https://agentmods.dev/instructions/6missedcalls/personal-finance-skill/claude-md"><img src="https://agentmods.dev/badge/instructions/6missedcalls/personal-finance-skill/claude-md/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.

agentmods 80×15 button for personal-finance-skill CLAUDE.md

Your own site · 80×15
<a href="https://agentmods.dev/instructions/6missedcalls/personal-finance-skill/claude-md"><img src="https://agentmods.dev/badge/instructions/6missedcalls/personal-finance-skill/claude-md.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 984 This file is loaded in full into every session.
When invoked 984 The same file — it is already loaded in full.
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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00984 $0.00984
Opus 5 $0.00492 $0.00492
Sonnet 5 $0.00197 $0.00197
Haiku 4.5 $0.00098 $0.00098

Measured 12d ago against content hash f9f4e0de204e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

personal-finance-skill CLAUDE.md 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 12d 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.md · 95 lines

How it starts

The opening of the file, as written. The whole thing — 95 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Personal Finance Skill — Developer Guide

Skill Documentation

For AI agent usage, tool catalog, workflows, and guardrails, see SKILL.md.

Project Structure

personal-finance-skill/
  SKILL.md                    # AI agent entry point (75 tools, 7 extensions)
  CLAUDE.md                   # This file — developer instructions
  references/                 # All reference documentation (self-contained)
    ext-finance-core.md       # 9 tools — storage, normalization, policy, briefs
    ext-plaid-connect.md      # 8 tools — Plaid Link, accounts, transactions
    ext-alpaca-trading.md     # 10 tools — trading, positions, market data
    ext-ibkr-portfolio.md     # 9 tools — portfolio, allocation, performance
    ext-tax-engine.md         # 23 tools — parsers (15) + calculators (8)
    ext-market-intel.md       # 10 tools — Finnhub, SEC EDGAR, FRED, BLS, Alpha Vantage
    ext-social-sentiment.md   # 6 tools — StockTwits, X/Twitter, Quiver Quantitative
    data-models-and-schemas.md
    risk-and-policy-guardrails.md
    api-plaid.md              # Plaid API reference (219 KB)
    api-alpaca-trading.md     # Alpaca API reference (185 KB)
    api-ibkr-client-portal.md # IBKR Web API reference
    api-openclaw-framework.md # OpenClaw architecture
    api-openclaw-extension-patterns.md
    api-irs-tax-forms.md      # IRS tax form schemas + rules
  extensions/
    finance-core/             # Canonical models, storage, normalization, policy
    plaid-connect/            # Plaid API integration
    alpaca-trading/           # Alpaca brokerage integration
    ibkr-portfolio/           # IBKR Client Portal integration
    tax-engine/               # Tax document parsing + tax strategy
    market-intel/             # Market intelligence (news, filings, economic data)
    social-sentiment/         # Social sentiment (StockTwits, X, congressional)

Stack

  • TypeScript
  • OpenClaw extension format (openclaw.plugin.json + tool registration)
  • Each extension is a standalone OpenClaw plugin

Read the full file on GitHub · 95 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. 12d ago First seen · 95 lines · 984 tokens per session scan A f9f4e0de204e

Subscribe to this mod's changes

personal-finance-skill CLAUDE.md is an instructions file published in the GitHub repository 6missedcalls/personal-finance-skill (18 stars, last pushed 6mo ago), licensed MIT. It adds 984 tokens to every session, about $0.0049 per session on Opus 5. 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 2026-08-30.

Related

Other instructions, from other repositories

spec-kit AGENTS.md

AGENTS.md instructions for github/spec-kit, covering agents.md, about spec kit and specify, quickstart — add a new integration in 5 steps, integration architecture and integrationmanifest — file tracking.

github/spec-kit · 7,126 tokens

next.js AGENTS.md

AGENTS.md instructions for vercel/next.js, covering next.js development guide, codebase structure, monorepo overview, core package: packages/next and other important packages.

vercel/next.js · 7,296 tokens

codex AGENTS.md

AGENTS.md instructions for openai/codex, covering rust/codex-rs, the codex-core crate, code review rules, crate api surface and model visible context.

openai/codex · 5,153 tokens

vscode buildNext.instructions.md

Working notes and architecture documentation for the new esbuild-based build system in build/next. Use when making changes to the new build pipeline (transpile/bundle commands, NLS plugin, source-map handling, resource copying, or self-hosting watch tasks).

microsoft/vscode · 6,785 tokens

langchain AGENTS.md

AGENTS.md instructions for langchain-ai/langchain, covering global development guidelines for the langchain monorepo, corridor security analysis, project architecture and context, monorepo structure and development tools & commands.

langchain-ai/langchain · 4,469 tokens

vscode oss-third-party-notices.instructions.md

Instructions for microsoft/vscode, covering vs code oss third-party-notices pipeline, architecture, pipeline flow in ci, applying the notice (cutover) and fallback chain (never fail the build).

microsoft/vscode · 5,001 tokens