personal-finance skills

14 tagged personal-finance, measured the same way as everything else here.

Browse within: budgeting 19family-office 18open-core 18claude-code-plugin 13claude-code-plugins 13model-context-protocol 13nextjs 13pwa 13serwist 13llm-tools 12expense-tracker 10bun 7copilot-money 7leveldb 7

portfolio-rs

01

MarkusZoppelt/portfolio_rs

Skill Claude CodeCodex

Use when operating in a portfoliors finance workspace, reviewing portfolios, generating reports, drafting decisions, or working with INVESTMENTPOLICY.md, positions.json, portfolio/policy.toml, diary, decisions, theses, reports, or watchlist files.

not rated 97 today A SkillSpector: pass 53 tokens original MIT

finance-cleanup

02

ignaciohermosillacornejo/copilot-money-mcp

Skill Claude CodeCodex

Use when the user wants to clean up transactions, fix categories, find missing recurring charges, or do general transaction hygiene in Copilot Money.

not rated 85 changed yesterday A SkillSpector: warn 32 tokens original MIT

finance-assistant

03

googlarz/finance-assistant

Skill Claude CodeCodex

Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question…

not rated 49 changed 29d ago B 117 tokens

duepocket

04

Jiaye1998/duepocket

Skill Claude CodeCodex

A tool for tracking subscription renewals, free trials that are about to convert into paid plans, and balances stored in app wallets. It can read information supplied as text or screenshots.

not rated 22 4mo ago A 104 tokens

finance

05

albeorla/personal-finance-agent

Skill Claude CodeCodex

Operating procedure for the personal-finance ritual. Use whenever the user asks about balances, cash flow, obligations, bills, what is due, source freshness, reconciliation, drift, or the daily/weekly finance review. All financial claims must come from the finance MCP tools, never from memory or estimation.

not rated 0 changed 1mo ago A 62 tokens original MIT

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