A personal financial advisor that runs locally. Plaid CLI + SQLite + Claude Code skills. Fiduciary-grade advice grounded in your real data.
Latest release v1.0.2 · 2 Jul 2026
2 files for Claude Code: fiduciary, fiduciary CLAUDE.md — 1,986 tokens loaded in every session.
CLAUDE.md A 1,986 tok .claude/settings.json A — These files are weklund/fiduciary's own configuration — they tell Claude Code how to work on this repository, so they are not mods to install elsewhere. Copy one as a starting point and replace the parts that are about this project.