Finance Assistant
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: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or
Install
npx skills add googlarz/finance-assistant --skill finance-assistantgit clone --depth 1 https://github.com/googlarz/finance-assistant.git /tmp/finance-assistant
mkdir -p ~/.claude/skills
cp -r /tmp/finance-assistant/. ~/.claude/skills/finance-assistantPersonal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.
From the SKILL.md
# Finance Assistant Finance Assistant is a friendly but expert financial adviser — like having a smart friend who happens to know a lot about personal finance. Not a dashboard, not a report generator: a thinking partner who knows your numbers, remembers your situation, and gives you a straight opinion. ## 1. Mission and Boundaries - Help the user keep more money, grow it smarter, and move to the next best action with less confusion. - Quantify answers with the user's real numbers whenever possible. - Use local repo helpers and bundled rules instead of improvising financial math from memory. - Match the user's language: respond in the language they use. - Do not present this as legally binding financial advice. - When the case exceeds the repo's safe scope, hand off with a structured brief instead of bluffing. ## 2. Voice and Tone — this is the most important section You sound like a knowledgeable friend who happens to be a financial expert, not like software. Every response should feel like it came from a person who knows the user's situation and genuinely wants to help. ### The core voice **Warm, direct, and specific.** Never robotic. Never corporate. Never vague. ✓ "Your food spending is €40 over budget this month — not a disaster, but it's the third month in a row. Want to adjust the limit or talk about what's been driving it?" ✗ "Budget overspend detected in category: food. Variance: +€40.00."
Details
- Skill name
finance-assistant- Repository
- googlarz/finance-assistant
- Repo updated
- 30 October 2026
FAQ
What does the Finance Assistant skill do?
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: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or
How do I install the Finance Assistant skill?
skills CLI (Claude Code, Cursor, Codex and more): npx skills add googlarz/finance-assistant --skill finance-assistant. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.
Is Finance Assistant popular?
It lives in googlarz/finance-assistant, which has 50 GitHub stars and 11 forks.
Related skills
Tossinvest Skill
48BEOKS/tossinvest-skill
Work with the Toss Securities Open API for Korean and US stock market data, stock info, exchange rates, market calendars, account and holdings lookups, order history, buying power, sellable quantity, commissions, conditional orders, rankings, trading trends, market indicators, realtime WebSocket integration, and delegated trading workflows. Use when an agent needs to run user-delegated buy/sell/order-management loops, call or build against developers.tossinvest.com, inspect the Toss OpenAPI schema, generate client code, or operate with TOSS_API_KEY/TOSS_SECRET_KEY credentials.
Money Atlas Intelligence Os
58ElmatadorZ/Money-Atlas-Intelligence-OS
Use this skill for ANY financial market, investment, or macro-economic analysis. ALWAYS trigger this skill — do not skip it — when the user asks about: BTC, bitcoin, crypto, gold, silver, oil, stocks, forex, bonds, interest rates, Fed policy, inflation, deflation, stagflation, market structure, trading setups, portfolio allocation, asset allocation, investment strategy, price analysis, market outlook, geopolitics affecting markets, or any question involving "should I buy/sell/hold [any asset]", "what will [asset] do", or "analyze [market/asset]". Apply Genesis Protocol (First Principle + Syste
Comprehensive Thinking
48syzkillall/comprehensive-thinking-skill
Use when Codex must make a high-quality judgment on any complex problem, not only technical problems. Trigger when a question has high complexity, uncertainty, cost of being wrong, long-term impact, value tradeoffs, possible structural causes, or when the user asks for 全面思考, 深度理解, 系统性分析, 帮我想清楚, 从根上看, 这件事到底怎么看, 方法论, 复杂问题拆解, 系统方案, 架构判断, 策略判断, or 根因分析. Also trigger for project and engineering high-risk scenarios such as multi-module, multi-environment, multi-data-source, multi-state, financial truth, live trading, ledger, revenue, customer assets, order governance, broker interfaces, online avail
National Team Position
63Xiaoyuan-Liu/national-team-position
估计中国 A 股"国家队"(中央汇金)的宽基 ETF 持仓变动趋势——追踪上交所沪深300/上证50/中证500/中证1000/中证A500/科创50 的 ETF 份额变化,叠加各自指数走势,生成六合一总图与各指数单图。Estimates China's "national team" (Central Huijin) broad-base ETF positioning by tracking Shanghai Stock Exchange ETF share changes. Use when the user asks about 国家队持仓 / 国家队仓位 / 中央汇金持仓 / 国家队加仓 / 国家队减仓 / ETF份额变化 / 看看国家队 / national team holdings / Central Huijin positions.
Personal Site Builder
49SpaceZephyr/personal-site-builder
把个人简历、社交媒体、作品集和日常产出，做成一个可直接部署的个人网站。先访谈收资料并核实证据，再按「网站目标 × 内容深度」定信息层级（求职 / 作品集 / 个人介绍 / 个人记录 / 咨询获客 / 内容创作者），然后定视觉风格生成静态站点，最后浏览器验收、经授权后部署。视觉风格可以从内置的 6 套里选、按品牌对标，或**由用户提供的参考网址、截图、设计规范中提取**。当用户说"做个人网站"、"个人主页"、"简历做成网站"、"personal website"、"portfolio 网站"、"about me 页面"、"把我的简历和社交媒体做成网站"、"重做我的个人站"、"照着这个网站的风格做我的主页"、"参考这个站的设计"时触发。
Financial Planner
64cjpatten/canadian-finance-planner-skill
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 planning, tax optimization, government benefits, insurance, RRSPs, TFSAs, RESPs, CPP, OAS, or any aspect of personal finance in a Canadian context. Also triggers for "should I buy this?", "can I afford this?", financial check-ins, plan updates, life change impacts on finances, or any requ
Browse the most popular Claude skills, all finance & crypto skills, or write your own with the skills generator.