What is profile-setup?

A tool for recording or updating personal-finance details such as age, location, income, expenses, goals, debts and savings-account limits.

Use it to create or update a finance profile, either through a guided conversation or by submitting a filled template. It can capture details relevant to retirement accounts, home buying, employee stock plans, insurance and other financial circumstances.

It keeps the information needed for personalized financial guidance in one structured profile, rather than asking for it again each time. The profile is stored locally and can be updated when circumstances change.

How tusharagg1/aifolimizer configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to tusharagg1/aifolimizer. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/tusharagg1/aifolimizer/master/.claude/skills/profile-setup/SKILL.md

Clone the repo

git clone --depth 1 https://github.com/tusharagg1/aifolimizer

Made for: Claude Code.

Or install aifolimizer, the plugin that ships this one along with the rest of its 28 skills, 2 agents.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/profile-setup.svg)](https://agentmods.dev/skills/tusharagg1/aifolimizer/profile-setup)

Your own site

<a href="https://agentmods.dev/skills/tusharagg1/aifolimizer/profile-setup"><img src="https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/profile-setup.svg" alt="Measured on agentmods" height="20"></a>

Per session 110 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 1,389 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.

Model	Per session	Once invoked
Fable 5.1	$0.00110	$0.01389
Opus 5	$0.00055	$0.00694
Sonnet 5	$0.00022	$0.00278
Haiku 4.5	$0.00011	$0.00139

Measured 6d ago against content hash 22e7a8034256, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

profile-setup 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 6d ago.

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.

.claude/skills/profile-setup/SKILL.md · 91 lines

How it starts

The opening of the file, as written. The whole thing — 91 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Profile Setup - Personal-Finance Context Capture

Purpose

Personalize every advice skill by storing one structured profile of life context (separate from Wealthsimple account data). Stored locally only at ~/.aifolimizer/personal_context.json with mode 0o600, never committed, never sent to external LLMs in raw form.

How to run

Call mcp__aifolimizer__get_personal_context to see what is already stored. Keep context_hash in mind - if the user updates anything, the hash flips and self-learning loops will know to re-weight.
Ask the user which mode they prefer:
- Guided: walk through field groups conversationally. Recommended first time.
- Paste template: user pastes a filled JSON object - tool validates and writes atomically.
Walk through groups (skip any group the user does not want to share - every field is optional):

Group A - Identity (★★★)

age
province (e.g. ON, BC, AB)

Group B - Income (★★★)

gross_salary_cad
employer_match_pct (RRSP match)
bonus_target_cad

Group C - Cashflow (★★★)

monthly_expenses_cad
monthly_savings_target_cad

Group D - Goals (★★★)

fthb_yes (first-time home buyer?)
home_horizon_years
mortgage_planned
dependents_count
spouse_present

Group E - Tax shelter room (★★★)

room_rrsp_cad, room_tfsa_cad, room_fhsa_cad

Group F - Risk (★★)

risk_tier_per_account - map per account-type, values ∈ {conservative, moderate, aggressive}

Group G - ESPP (★★)

espp_employer_label (anonymized - "EmployerA", never the real name)
espp_discount_pct, espp_cycle_months, espp_monthly_contrib_pct, espp_qualifying_hold_months

Group H - Liabilities (★★)

iou_receivable_cad (sum only - never counterparty names)
debts (list of {type, balance_cad, rate_pct} - type examples: student_loan, credit_card, line_of_credit)

Group I - Banking (★)

institutions (list of anonymized labels: "BankA", "BankB" - never real names like RBC/TD)
external_cash_cad (non-WS chequing + HISA total)

Read the full file on GitHub · 91 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.

6d ago First seen · 91 lines · 110 tokens per session scan A 22e7a8034256

Subscribe to this mod's changes

profile-setup is a skill published in the GitHub repository tusharagg1/aifolimizer (2 stars, last pushed 4d ago), licensed MIT. It adds 110 tokens to every session and 1,389 once invoked, about $0.0006 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.

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aifolimizer: Skill for Claude Code