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.

28 stars 6 forksFinance & Crypto

Install

skills CLI (Claude Code, Cursor, Codex and more)
npx skills add 6missedcalls/personal-finance-skill --skill personal-finance-skill
Manual install
git 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-skill

Personal 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:
Read the full skill on GitHub

Details

Skill name
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.

Related skills

Taxue Invest

28

taxueseek/taxue-invest

invest系列主入口。识别标的类型,路由到专业分析工具。覆盖个股(A股/港股/美股/机构深度)、基金、单一资产(债券/可转债/大宗商品含黄金十维度/REITs)、宏观与市场环境、机构级内容产出、资产配置、基金池选基、风险管理、企业深度;三层架构:方法论(invest-*)/ 数据(mx-data,invest-cli 的统一封装)/ 呈现(mx-templates 报告模板)。取数统一走 invest-cli(多源数据层:腾讯行情/腾讯微证券/同花顺/东财/yfinance/SEC EDGAR/FRED/Wind/盈米/妙想/天天基金官方 ttskill + argo 财经垂直源)。 触发:「分析一下」「看看这个」「值得买吗」「这只怎么样」「资产配置」「大师怎么看」「基金分析」「股票分析」「黄金能买吗」「转债」「REITs」「债券」「流动性」「市场环境」「出个研报」「自选股」「选基」「风险管理」「企业分析」「/cli」 Invest series entry. Route by asset type to a dedicated reviewer. Three layers: methodology (invest-*) / data (mx-data, a thin wrapper over invest-cli) / presentation (mx-templates).

Finance & Crypto

Serenity Analyst

36

videGavin/serenity-analyst

Analyze AI-hardware / semiconductor stocks using the 'supply-chain chokepoint' methodology distilled from the X investor Serenity (@aleabitoreddit). Use when the user wants to analyze an AI-hardware/semi ticker, find upstream supply-chain bottleneck opportunities, decide which upstream supplier to buy when a popular chip stock runs, or wants a Serenity-style investment thesis. Covers substrates (InP/SOI/glass), photonics/CPO, lasers, optical modules, HBM/memory, advanced packaging & equipment, foundry, power, and NeoCloud.

Finance & Crypto

Kronos

24

coopersimson96/kronos-claude-skill

Run hedge-fund-grade technical analysis on any stock or crypto ticker using the Kronos open source foundation model (trained on 12B candlesticks from 45 exchanges). Pass a ticker, get back a price prediction with confidence interval in plain English. Triggers on "/kronos", "run kronos on X", "kronos analysis", "predict X with kronos", "technical analysis on X", "what does kronos say about X".

Finance & Crypto10

Daily Alpha Scanner

22

zhuyansen/daily-alpha-scanner

One-click daily alpha scanner that runs a full 5-step on-chain research pipeline using OKX OnchainOS: (1) Hot Token Discovery with narrative categorization (AI, Meme, DeFi, Infra), (2) Smart Money / KOL / Whale buy-signal tracking with sold-ratio scoring, (3) Meme Coin launchpad scanning (pump.fun, fourmeme) with dev reputation and bundle/sniper detection, (4) Batch security audit (honeypot, mintable, fake LP, wash trading), (5) Consolidated briefing with composite scoring (0-100) and BUY / WATCH / AVOID verdicts. Supports Solana, Base, Ethereum, BSC, Arbitrum. Use when the user wants a daily

Finance & CryptoIn 1 list

Deeptutor

31

jiadizhunine/deeptutor

Use when evaluating or comparing a professor as a potential graduate advisor, including requests such as "调查导师", "选导师", "导师怎么样", "这个导师 push 吗", "investigate this advisor", "should I join this lab", or a professor name plus institution with evaluation intent. DeepTutor investigates publications, co-author networks, student trajectories, funding, lab culture, and exploitation/toxicity risk; applies region-specific searches for mainland China and international institutions; and renders a cited standalone HTML report in Chinese or English. Student outcomes are the highest-priority signal.

Finance & Crypto

Stock Qualitative Analysis

28

FakeHank/stock_qualitative_analysis_skills

Create comprehensive and deeply analyzed buy-side style qualitative stock analysis reports from filings and public sources with strict citations, chapter-by-chapter workflow, and placeholders for missing evidence. Emphasizes active extraction and detailed analysis of SEC information. Use for Chinese qualitative analysis of listed companies.

Finance & Crypto10

Browse the most popular Claude skills, all finance & crypto skills, or write your own with the skills generator.