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finance-assistant

85 / 100 · Low risk

Fine to try.

By FDU-INS/Insurance-Skills (GitHub) · productivity · 82 stars · scanned at commit b22eca2

Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and …

Works with any agent that supports SKILL.md skills.

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What this skill can do

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'finance-assistant' ] || [ -L ~/.agents/skills/'finance-assistant' ]; then echo 'A skill folder named finance-assistant already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/FDU-INS/Insurance-Skills' "$d" && git -C "$d" checkout --quiet 'b22eca2e974f918ce591c5b2bd829fb7510e0191' -- 'Skills/finance-assistant' && mkdir -p ~/.agents/skills && cp -R "$d"/'Skills/finance-assistant' ~/.agents/skills/'finance-assistant' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'finance-assistant' ~/.claude/skills/'finance-assistant' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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