{"repo":"6missedcalls/personal-finance-skill","free":true,"listed":false,"github":"https://github.com/6missedcalls/personal-finance-skill","clone":"git clone https://github.com/6missedcalls/personal-finance-skill.git","description":"AI-powered personal finance skill — 75 tools across 7 extensions for banking (Plaid), trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence, and social sentiment. Built for the Agent Skills Protocol, works with 40+ AI agents.","language":"TypeScript","stars":15,"topics":["agent-skills","ai-agent","alpaca","fintech","ibkr","openclaw","personal-finance","plaid","portfolio-management","tax-optimization"],"license":"MIT","category":"ai-agents","readme_excerpt":"personal-finance-skill Your AI-Powered Personal CFO 75 tools across 7 extensions for banking, investing, tax optimization, market intelligence, social sentiment, and financial analysis — built for the Agent Skills Protocol. --- Connect your bank accounts • Monitor your portfolio • Trade stocks • Optimize taxes • Track market intel • Detect anomalies All through natural language, with deterministic calculations, policy guardrails, and approval gates. Install • Architecture • Tools • Workflows • Docs --- Why This Skill? Most AI finance tools hallucinate numbers. This one doesn't. - Deterministic math — Tax liability, P/L, net worth always computed by tools, never by LLM arithmetic - Policy engine — Every trade, transfer, and tax move passes finance policy check before execution - Multi-provider — Plaid (banking) + Alpaca (trading) + IBKR (portfolio) + IRS tax forms + Finnhub/SEC/FRED/BLS (market data) + StockTwits/X (sentiment) in one unified model - Approval gates — No live trades without explicit human confirmation, ever - Canonical data model — All providers normalize into shared types (Account, Transaction, Position, Liability) - Works with 40+ AI agents — Claude Code, Cursor, Codex, OpenClaw, Windsurf, and more via the Agent Skills Protocol --- Install Or install for specific agents: --- Architecture Data flow : Adapters fetch provider data → finance-core normalizes & stores → intelligence layer analyzes → policy ","default_branch":null,"files":null,"tree":[],"storefront":"/r/6missedcalls","claimed":false,"request_supported":{"post":"https://gitbuyer.com/r/6missedcalls/personal-finance-skill/request-supported","requests":0},"note":"indexed from public GitHub; nothing is for sale on this page. Clone it from GitHub. Paid listings live at /search."}