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Found 10 Skills
Expert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building strategies grounded in academic research. Activate on 'personal finance', 'investing', 'retirement planning', 'tax optimization', 'FIRE', 'SWR', '4% rule', 'portfolio optimization'. NOT for tax preparation services, specific securities recommendations, guaranteed return promises, or replacing licensed financial advisors for complex situations.
Complete personal finance system — budgeting, debt payoff, investing, tax optimization, net worth tracking, and financial independence planning. Use when managing money, building wealth, paying off debt, planning retirement, or optimizing taxes. Zero dependencies.
Comprehensive personal finance management system for analyzing transaction data, generating insights, creating visualizations, and providing actionable financial recommendations. Use when users need to analyze spending patterns, track budgets, visualize financial data, extract transactions from PDFs, calculate savings rates, identify spending trends, generate financial reports, or receive personalized budget recommendations. Triggers include requests like "analyze my finances", "track my spending", "create a financial report", "extract transactions from PDF", "visualize my budget", "where is my money going", "financial insights", "spending breakdown", or any finance-related analysis tasks.
Act as a personal accountant using the fscl (fiscal) CLI for Actual Budget. Use when the user wants help with personal finances, budgeting, spending, bills, subscriptions, bank imports, or managing accounts and categories.
Use when helping with the Splitwise CLI (splitwisecli) — splitting bills, tracking shared expenses between friends, recording expenses, settling debts, or checking balances. Use for 'Splitwise', 'split receipts', 'split bills', 'who owes whom', 'expense tracking', 'splitwisecli', 'divide costs', or 'settle up'.
Master personal finance planning including budgeting, debt management, savings strategies, retirement planning, investment allocation, and financial goal setting. Use when helping individuals manage money, build wealth, reduce debt, or plan for financial milestones.
Expert financial guidance for budgeting, investments, and retirement planning. Use for analyzing market strategies, debt management, or general personal finance questions.
Track spending, manage budgets, monitor credit score, and view financial overview with Mint
Analyze spending patterns and find savings. 50/30/20 rule, subscription audit, debt payoff strategies, emergency fund roadmap.
Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"