personal-finance

Plugin personal-finance from marketplace claudestuff-marketplace in bloknayrb/claudestuff. Commands read from the repo's manifest — 3 days ago.

Skills (3)

• budgeting

  This skill should be used when the user asks to "create a budget", "analyze spending", "categorize transactions", "track expenses", "manage cash flow", "pay off debt", "compare debt payoff methods", or mentions budgeting frameworks like zero-based budgeting, 50/30/20, or envelope budgeting. Provides

• financial-planning

  This skill should be used when the user asks about "financial planning", "priority ladder", "emergency fund", "net worth", "financial goals", "life event checklist", "where to start with money", or mentions prioritizing between debt, saving, and investing. Provides a goal-based financial priority fr

• investing

  This skill should be used when the user asks about "investing", "portfolio", "asset allocation", "401k", "IRA", "HSA", "529", "index fund", "three-fund portfolio", "Bogleheads", "rebalancing", "expense ratio", "Roth vs Traditional", "tax-advantaged accounts", "dollar cost averaging", or "compound in

Subagents (2)

• budget-analyst

  Use PROACTIVELY when user provides bank or credit card CSV transaction files, asks for spending analysis, wants to categorize transactions, or needs help building a budget from transaction data. MUST BE USED when CSV financial data is provided for analysis.\n\n<example>\nContext: User provides a ban

• portfolio-analyzer

  Use PROACTIVELY when user provides portfolio holdings, asks about asset allocation, wants rebalancing advice, mentions expense ratios, or needs help evaluating their investment accounts. MUST BE USED when investment portfolio data is provided for analysis.\n\n<example>\nContext: User provides their