Aireadylife Wealth Task Extract Account Balance

About this skill

Reads a specific account's current balance, prior-period balance, and institution name from vault/wealth/00current/ and returns the structured record to the calling flow. Called by wealth flows that need a targeted balance lookup without loading the entire accounts directory. Accepts account nickname (e.g., "Fidelity 401k") or account type (e.g., "primary checking") as lookup key.

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Original listing metadata

Original name

aireadylife-wealth-task-extract-account-balance

Original description

Reads a specific account's current balance, prior-period balance, and institution name from vault/wealth/00_current/ and returns the structured record to the calling flow. Called by wealth flows that need a targeted balance lookup without loading the entire accounts directory. Accepts account nickname (e.g., "Fidelity 401k") or account type (e.g., "primary checking") as lookup key.

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.