Your Personal Finance Manager for Canadians — an AI financial planning partner that conducts thorough financial interviews, builds complete plans, generates interactive dashboards, and provides ongoing coaching. Use this skill whenever someone asks about budgeting, saving, investing, debt strategy, retirement…
Sets up, runs, debugs, and interprets results from postman application test — the Postman layer that runs your Playwright tests, captures their network traffic, matches it against a collection contract, runs pm.test assertions, and publishes results to Application Inventory. Covers the Postman side of the integration…
Use Cinderfi for any retirement planning, tax, or government benefit question involving Canada or the US. Triggers: retirement projections, RRSP/TFSA/IRA/401k questions, CPP or Social Security timing, GIS eligibility, RRSP meltdown or Roth conversion strategy, Monte Carlo simulation, withdrawal order optimization…
Rename and organize raw files in a client intake folder before tax review begins. Use when a client has uploaded documents with inconsistent or generic file names and the folder needs to be structured before skills like collecting-tax-documents or identifying-income-sources can run effectively. Reads file names and…
★not rated 2 4mo agoA92 tokens
originalMIT
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