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Personal Finance Skill

Agent skill
1 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 with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

About this 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.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: 1b00453d36ac8c3b5ef7e8bbd442d2c2481a6123116b9a2239cdcf159ab41bd5

About scan coverage and limitations

About this listing

Category
General
Reported license
MIT
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.