M1 Finance | Agent Skills Atlas

About this skill

Accesses automated investment portfolio data from M1 Finance via Playwright with Chrome cookie authentication. Downloads portfolio value and total return, pie allocation (target vs. actual percentages), individual positions with cost basis, dividend history, and monthly statements. Also retrieves tax documents (1099-B, 1099-DIV). Used by the wealth agent for investment review, allocation drift analysis, and tax document retrieval. Requires headless=False.

Quick start

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Review, license & listing details

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About scan coverage and limitations

Original listing metadata

Original name

m1-finance

Original description

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.