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.
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…
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.
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.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: