Personal Finance Skill
Personal finance management skill providing 75 tools across 7 extensions for bank account aggregation (Plaid), brokerage trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence (Finnhub, SEC EDGAR, FRED, BLS, Alpha Vantage), social sentiment (StockTwits, X/Twitter, Quiver), and financial analysis. Supports scheduled scans, anomaly detection, net worth tracking, tax-loss harvesting, and approval-gated execution of financial actions.
Install
npx skills add 6missedcalls/personal-finance-skill --skill personal-finance-skillgit clone --depth 1 https://github.com/6missedcalls/personal-finance-skill.git /tmp/personal-finance-skill
mkdir -p ~/.claude/skills
cp -r /tmp/personal-finance-skill/. ~/.claude/skills/personal-finance-skillPersonal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.
From the SKILL.md
# Personal Finance Skill A comprehensive personal finance management skill with 75 tools across 7 extensions for banking, investing, tax, market intelligence, social sentiment, and financial analysis workflows. ## When to Use Activate this skill when a user asks for: - **Account aggregation** — connecting bank accounts, viewing balances, syncing transactions - **Net worth / cash flow** — computing totals, tracking spending, savings rate analysis - **Portfolio monitoring** — positions, allocation, performance, drift detection - **Trading** — placing/canceling orders, market data, asset lookup (Alpaca) - **Tax optimization** — estimated liability, TLH candidates, wash sale checks, quarterly payments - **Tax document processing** — parsing W-2, 1099-B/DIV/INT, K-1, Form 1040, Schedules A-E/SE, Form 8949, Form 6251 (AMT), state returns - **Market intelligence** — company news, SEC filings, analyst recommendations, economic data (FRED, BLS), news sentiment - **Social sentiment** — StockTwits sentiment, X/Twitter cashtag analysis, trending symbols, congressional trading - **Recurring expense tracking** — subscriptions, bills, income streams - **Anomaly detection** — unusual transactions, balance drops, duplicate charges - **Financial briefings** — weekly/monthly summaries with action items - **Scheduled finance workflows** — cron-based scans, alerts, reports ## Architecture Overview Seven extensions organized in three layers:
Details
- Skill name
personal-finance-skill- Repository
- 6missedcalls/personal-finance-skill
- License
- MIT
- Repo updated
- 27 February 2026
FAQ
What does the Personal Finance Skill skill do?
Personal finance management skill providing 75 tools across 7 extensions for bank account aggregation (Plaid), brokerage trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence (Finnhub, SEC EDGAR, FRED, BLS, Alpha Vantage), social sentiment (StockTwits, X/Twitter, Quiver), and financial analysis. Supports scheduled scans, anomaly detection, net worth tracking, tax-loss harvesting, and approval-gated execution of financial actions.
How do I install the Personal Finance Skill skill?
skills CLI (Claude Code, Cursor, Codex and more): npx skills add 6missedcalls/personal-finance-skill --skill personal-finance-skill. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.
Is Personal Finance Skill popular?
It lives in 6missedcalls/personal-finance-skill, which has 28 GitHub stars and 6 forks.
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