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what is personal-finance-skill fr?

wikidjon/personal-finance-skill — explained in plain English

Analysis updated 2026-05-18

133TypeScriptAudience · developerComplexity · 4/5LicenseSetup · moderate

tl;dr

A set of 75 AI agent tools for connecting bank, brokerage, and tax accounts, with policy checks and human approval required before any live trade.

vibe map

mindmap
  root((repo))
    What it does
      Bank connections
      Trading tools
      Tax parsing
    Tech stack
      TypeScript
      Plaid
      Alpaca
    Use cases
      Net worth tracking
      Trade execution
      Tax estimation
    Audience
      Developers
      AI agent users

Code map

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filefunction / class

what do people make with this?

VIBE 1

Connect a bank account through Plaid and ask an AI agent about your transactions.

VIBE 2

Review portfolio positions and performance from Alpaca or Interactive Brokers.

VIBE 3

Parse tax forms like W-2s and 1099s and estimate tax liability.

VIBE 4

Get market news, analyst opinions, and social sentiment for a stock through one skill.

what's the stack?

TypeScriptNode.jsPlaidAlpacaIBKR

how it stacks up fr

wikidjon/personal-finance-skillpueschel88/tradingview-mcpstormeye85/robinhood-token-sniper
Stars133133133
LanguageTypeScriptTypeScriptTypeScript
Setup difficultymoderate
Complexity4/53/53/5
Audiencedeveloperdeveloperdeveloper

Figures from each repo's GitHub metadata at analysis time.

how do i run it?

Difficulty · moderate time til it works · 30min

Requires API keys or accounts with providers like Plaid, Alpaca, or IBKR to connect real data.

Use freely for any purpose, including commercial use, as long as you keep the copyright notice.

in plain english

personal-finance-skill is a large collection of tools that lets an AI agent act like a personal finance assistant. It is built for the Agent Skills Protocol, a standard that lets tools like this be plugged into AI coding assistants such as Claude Code, Cursor, and Codex, so once installed you can ask the AI in plain language to check your accounts, look at your investments, or review your taxes. The project offers 75 individual tools grouped into 7 extensions. One handles connecting bank accounts and reading transactions through the Plaid service, another handles stock trading through Alpaca, and another connects to Interactive Brokers for portfolio data. A tax focused extension can read tax forms like W-2s, 1099s, and Schedule K-1s and calculate things such as tax liability, tax loss harvesting opportunities, and estimated quarterly payments. Two more extensions pull in market news, economic data, analyst opinions, and social media sentiment from sources like SEC filings, Finnhub, and StockTwits. A core extension underneath all of this normalizes data from every provider into one shared format and stores it. The README stresses that this project tries to avoid the common problem of AI tools making up financial numbers. Calculations like net worth, profit and loss, and tax liability are always done by the actual tool code, never guessed by the AI itself. Every trade, transfer, or tax related action also has to pass a policy check first, and the README states that no live trade can happen without a person explicitly confirming it. Installing it is a single command line call that adds the skill to your AI agent of choice, with an option to target specific agents individually. Because it touches real bank accounts, brokerage accounts, and tax information, this project is aimed at people comfortable connecting sensitive financial accounts to an AI assistant, and it is released under the MIT license, meaning it can be freely used, modified, and redistributed as long as the copyright notice is kept.

prompts (copy fr)

prompt 1
Walk me through installing personal-finance-skill for Claude Code and connecting a Plaid bank account.
prompt 2
Explain how personal-finance-skill's policy engine prevents an AI agent from placing an unapproved trade.
prompt 3
Show me which tools in this skill would calculate my net worth and detect unusual transactions.
prompt 4
Summarize what the tax-engine extension can parse and calculate from my tax forms.

Frequently asked questions

what is personal-finance-skill fr?

A set of 75 AI agent tools for connecting bank, brokerage, and tax accounts, with policy checks and human approval required before any live trade.

What language is personal-finance-skill written in?

Mainly TypeScript. The stack also includes TypeScript, Node.js, Plaid.

What license does personal-finance-skill use?

Use freely for any purpose, including commercial use, as long as you keep the copyright notice.

How hard is personal-finance-skill to set up?

Setup difficulty is rated moderate, with roughly 30min to a first successful run.

Who is personal-finance-skill for?

Mainly developer.

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