finanz-pilot

Plugin finanz-pilot from marketplace marketplace-claude in kjgarza/marketplace-claude. Commands read from the repo's manifest — 25 days ago.

Skills (11)

• bilanz-guv-format

  Use for preparing or reviewing HGB balance sheet and profit-and-loss statement layouts, including §266 HGB Bilanzgliederung and §275 HGB GuV formats under GKV or UKV. Trigger on Bilanz, GuV, Jahresabschluss, GKV, UKV, Aktiva, Passiva, Jahresueberschuss, or line-item structure requests.

• capital-allocation

  This skill should be used when the user asks "where should my money go", "pension or property", "should I invest in pension or buy a house", "capital allocation", "financial plan", "integrated financial advice", "pension vs real estate", "Rente oder Immobilie", "Kapitalallokation", "Vermögensaufbau"

• evaluate-pension

  This skill should be used when the user asks to "evaluate pension", "analyze pension", "review pension plan", "compare pension alternatives", "check pension fees", "pension cost analysis", "should I cancel my pension", "is my Riester worth it", or "pension surrender value". Analyzes private pension

• financial-analysis

  This skill should be used when the user asks to "analyze finances", "financial position", "German tax", "pension analysis", "real estate purchase Germany", "expat finances Berlin", "Steuerklasse", "Kapitalertragsteuer", "investment comparison", "net worth overview", "savings rate", "Steuererklarung"

• glossary-maintenance

  This skill should be used when generating financial reports, encountering German financial terms, or when the user asks to "update glossary", "add term to glossary", "maintain glossary", "explain German financial term", "what does [term] mean", "define [German financial term]", or "financial vocabul

• hgb-accounting

  Use for German statutory accounting, bookkeeping, month-end or year-end close, journal entries, provisions, accruals, depreciation, balance sheets, or profit and loss statements under HGB. Trigger on terms like Buchung, Buchungssatz, Rueckstellung, Abschluss, Jahresabschluss, Bilanz, GuV, AfA, Rechn

• hgb-closing-flow

  Use for assembling or reviewing an HGB Jahresabschluss workflow from trial balance data into Bilanz and GuV outputs, including tie-out checks between §266 and §275 HGB. Trigger on balance sheet, income statement, trial balance, closing, Jahresabschluss, Saldenliste, GuV, or Bilanz preparation reques

• real-estate-readiness

  This skill should be used when the user asks to "check real estate readiness", "assess property purchase", "can I afford to buy", "Eigenkapital check", "mortgage readiness", "buy apartment Berlin", "Kaufnebenkosten calculation", "rent or buy", "rent vs buy", "buy a house", "Haus kaufen", "Einfamilie

• retirement-readiness

  This skill should be used when the user asks to "check retirement readiness", "retirement projection", "am I saving enough for retirement", "pension gap analysis", "Rentenlücke", "all my pensions", "three pillar pension", "Wohn-Riester", "redirect pension to mortgage", "pension vs property", "how mu

• skr04-kontenrahmen

  Use for SKR04 account lookup, DATEV account mapping, chart-of-accounts questions, and when a German bookkeeping task needs the likely account number for revenue, expense, asset, liability, equity, tax, payroll, or closing entries. Trigger on terms like SKR04, Konto, Kontenrahmen, DATEV, Gegenkonto,

• tax-check

  This skill should be used when the user asks to "check taxes", "tax optimization", "reduce taxes Germany", "Steuererklärung tips", "tax deductions", "Werbungskosten check", "Sparerpauschbetrag optimization", "what can I deduct", "prepare for Steuerberater", or "file tax return". Identifies tax optim

Slash commands (14)

• /finanz-pilot:balance-sheet

  Prepare or review an HGB balance sheet using the §266 HGB structure and existing plugin templates

• /finanz-pilot:bilanz

  German alias for the HGB balance-sheet command

• /finanz-pilot:buchungssatz

  Buchungssatz erstellen fuer deutsche HGB-Buchhaltung mit SKR04-Konten und USt-Pruefung

• /finanz-pilot:evaluate-pension

  Evaluate current pension plan for cost-efficiency, projected returns, and alternatives in the German pension system

• /finanz-pilot:financial-plan

  Generate an integrated capital allocation plan comparing pension optimization vs. property purchase vs. balanced approach

• /finanz-pilot:finanzplan

  German alias for the financial-plan command

• /finanz-pilot:guv

  German alias for the HGB income-statement command

• /finanz-pilot:immobilien-check

  German alias for the real-estate-check command

• /finanz-pilot:income-statement

  Prepare or review an HGB income statement using §275 HGB in GKV or UKV form

• /finanz-pilot:journal-entry

  Create an HGB journal entry with SKR04 account mapping and VAT treatment

• /finanz-pilot:real-estate-check

  Assess financial readiness to purchase property in Berlin/Brandenburg with buy-to-live and buy-to-let analysis

• /finanz-pilot:rente-pruefen

  German alias for the evaluate-pension command

• /finanz-pilot:saldenliste-abschluss

  German alias for converting a Summen- und Saldenliste into Bilanz and GuV

• /finanz-pilot:trial-balance-to-statements

  Turn a trial balance or Summen- und Saldenliste into an HGB balance sheet and income statement with explicit mapping and tie-out checks

Subagents (2)

• finanzberater

  Use this agent when the user needs personal financial planning guidance, wants to discuss pension optimization, property purchase decisions, capital allocation strategy, or needs help understanding their financial reports. <example> Context: User wants to decide between buying property or optimizing

• pruefer

  Use this agent after generating HGB balance sheets, profit-and-loss statements, or year-end close outputs when a compliance-oriented review is needed. It checks §266 and §275 structure, internal roll-forwards, size-class reasoning under §267 HGB, and likely issues a German auditor or reviewer would

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