Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLIAbout this skill
Reviews all investment accounts — 401k, Roth IRA, Traditional IRA, HSA (invested), taxable brokerage — and calculates 30-day and YTD returns per account. Derives current asset allocation (stocks domestic, stocks international, bonds, cash, real estate) and compares to configured target allocation. Flags any asset class more than 5 percentage points off target with specific rebalancing amounts. Checks 401k contribution pace against the 2025 IRS limit of $23,500.
Quick start
- Copy the install prompt. Use the green button above this README.
- Send it to your agent. Paste it into your coding agent’s chat and send.
- 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.
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About scan coverage and limitationsAbout 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.