finances

A local dashboard for viewing financial accounts, holdings, statements, activity, fees, and wealth changes. It keeps the financial data on the local computer.

In plain words
What is it for?
Use it to list accounts, review an account's details, inspect statements, and refresh locally stored financial information.
Why use it?
It brings information from separate account records into one view and makes periodic statements easier to inspect.

Skill for Claude CodeCodex

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 skills/proxy2021/enso/finances
Any agent
npx skills add Proxy2021/Enso --skill finances
Clone the repo
git clone --depth 1 https://github.com/Proxy2021/Enso

Made for: Claude Code, Codex.

Per session 69 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,166 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 $0.00069 $0.01166
Opus 5 $0.00034 $0.00583
Sonnet 5 $0.00014 $0.00233
Haiku 4.5 $0.00007 $0.00117

Measured 2d ago against content hash cdd9fd71ee2d, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

finances 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 2d ago.

The scan reads SKILL.md. This mod also ships 9 executable files (executors/account_detail.js, executors/configure_bank.js, executors/list_accounts.js, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

server/apps/finances/SKILL.md · 87 lines

How it starts

The opening of the file, as written. The whole thing — 87 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial accounts dashboard — unified view across brokerage and private-bank accounts with wealth monitoring, refresh logs, and notification settings. Each account is a Cortex entity; each periodic statement is its own synthesis page. Privacy: all data lives at ~/.enso/wiki/ and ~/.enso/data/finances/ (local only — never committed to git).

Tool Reference

enso_finances_list_accounts (primary)

List all known financial accounts with current balance, account type, and holdings count. Reads ~/.enso/data/finances/accounts.json (the local index built by the refresh executors). Use when the user says 'show my accounts', 'financial dashboard', 'net worth', 'wealth overview'.

enso_finances_account_detail

Show full detail for one financial account: holdings, recent activity, statements list. Use when user clicks an account row or says 'show '.

Parameters:

  • accountId (string): Stable account identifier

enso_finances_statement_detail

Show one periodic statement (snapshot) for an account. Renders opening/closing value, net change, holdings, transactions, fees.

Parameters:

  • statementId (string)

enso_finances_refresh_kk_live

Re-read the local FactorStrategies accounts directory (data/development/accounts/*.json) and rewrite the financial-account entity pages + per-rebalance statement pages in the Cortex. Use when user says 'refresh accounts', 'update KK_Live', or after a new rebalance.

Parameters:

  • accountsDir (string): Override the default FactorStrategies accounts dir.

enso_finances_configure_bank

Add, update, or remove a bank entry in the local config at ~/.enso/data/finances/banks.json. Each entry binds a sender email + subject pattern to a bank id used by refresh_rm_emails. The shipped repo has NO seed entries — config is per-user, local-only, never committed.

Parameters:

  • id (string): Short bank slug (e.g. 'gtjas', 'citi-pb').
  • displayName (string): Human-readable bank name.
  • senderEmail (string): Substring or full sender email (e.g. RM address).
  • subjectMatch (string): Substring (case-insensitive) the email subject must contain.
  • accountType (string): 'brokerage' or 'private-bank'. Default 'brokerage'.
  • baseCurrency (string): Default currency. Default 'USD'.
  • remove (boolean): If true, remove the entry with this id.

Read the full file on GitHub · 87 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. 2d ago First seen · 87 lines · 69 tokens per session scan A cdd9fd71ee2d

Subscribe to this mod's changes

finances is a skill published in the GitHub repository Proxy2021/Enso (5 stars, last pushed 3mo ago), licensed MIT. It adds 69 tokens to every session and 1,166 once invoked, about $0.0003 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 2026-08-31.

Related

Other skills, from other repositories