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acorns

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Acorns Skill

Acorns Skill

Overview

概述

Enables Claude to access Acorns to view micro-investment portfolio from round-ups, check balance growth, monitor recurring investments, and track Acorns Later (retirement) accounts.
让Claude能够访问Acorns，查看来自零钱凑整的微投资组合、查看余额增长、监控定期投资以及追踪Acorns Later（退休）账户。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/acorns/install.sh | bash
Or manually:
bash
cp -r skills/acorns ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/acorns/install.sh | bash
或者手动安装：
bash
cp -r skills/acorns ~/.canifi/skills/

Setup

设置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set ACORNS_EMAIL "your-email@example.com"
undefined
canifi-env set ACORNS_EMAIL "your-email@example.com"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
您的凭证，您做主。 Canifi LifeOS尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果您不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用您的已认证会话，且绝不会看到您的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果您愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅能在您的本地机器上访问，绝不会被传输。

Capabilities

功能

  • View Invest account balance and growth
  • Check round-up activity and multiplier
  • Monitor Later (IRA) account balance
  • Track Early (kids) accounts if applicable
  • Review portfolio allocation
  • Check recurring investment status
  • 查看Invest账户余额及增长情况
  • 查看零钱凑整活动及乘数
  • 监控Later（IRA）账户余额
  • 如有适用，追踪Early（儿童）账户
  • 查看投资组合配置
  • 查看定期投资状态

Usage Examples

使用示例

Example 1: Check Balances

示例1：查看账户余额

User: "What's in my Acorns?"
Claude: I'll check your Acorns accounts.
- Opens acorns.com via Playwright MCP
- Logs into account
- Returns account summary:
  - Invest: $3,456.78
  - Later (IRA): $8,901.23
  - Spend (Debit): $234.56
- Total: $12,592.57
- Growth all-time: +$1,234 (+10.9%)
- Round-up multiplier: 2x
用户：“我的Acorns账户里有什么？”
Claude：我将查看您的Acorns账户。
- 通过Playwright MCP打开acorns.com
- 登录账户
- 返回账户摘要：
  - Invest：3,456.78美元
  - Later（IRA）：8,901.23美元
  - Spend（借记卡）：234.56美元
- 总计：12,592.57美元
- 历史总增长：+1,234美元（+10.9%）
- 零钱凑整乘数：2倍

Example 2: View Round-ups

示例2：查看零钱凑整情况

User: "How much have I invested from round-ups?"
Claude: I'll check your round-up history.
- Navigates to activity section
- Round-ups this month: $67.89
- Round-up multiplier: 2x (invested $135.78)
- Recent round-ups:
  - Coffee $4.25 → $0.75 round-up
  - Grocery $47.82 → $0.18 round-up
  - Gas $52.01 → $0.99 round-up
- Total lifetime round-ups: $1,890.45
用户：“我通过零钱凑整投资了多少钱？”
Claude：我将查看您的零钱凑整历史。
- 导航至活动板块
- 本月零钱凑整：67.89美元
- 零钱凑整乘数：2倍（已投资135.78美元）
- 近期零钱凑整记录：
  - 咖啡4.25美元 → 凑整0.75美元
  - 杂货47.82美元 → 凑整0.18美元
  - 汽油52.01美元 → 凑整0.99美元
- 终身零钱凑整总计：1,890.45美元

Example 3: Check Portfolio

示例3：查看投资组合

User: "What's my Acorns portfolio invested in?"
Claude: I'll show your portfolio allocation.
- Portfolio type: Aggressive
- Allocation:
  - Large Company Stocks (VOO): 40%
  - Small Company Stocks (VB): 20%
  - Int'l Stocks (VEA): 20%
  - Emerging Markets (VWO): 10%
  - Real Estate (VNQ): 5%
  - Bonds (BND): 5%
- ESG option: Not selected
用户：“我的Acorns投资组合投了哪些项目？”
Claude：我将为您展示投资组合配置。
- 投资组合类型：激进型
- 配置情况：
  - 大型公司股票（VOO）：40%
  - 小型公司股票（VB）：20%
  - 国际股票（VEA）：20%
  - 新兴市场（VWO）：10%
  - 房地产（VNQ）：5%
  - 债券（BND）：5%
- ESG选项：未选择

Authentication Flow

认证流程

  1. Navigate to acorns.com via Playwright MCP
  2. Enter email address
  3. Enter password
  4. Handle 2FA via SMS
  5. Verify dashboard loads
  6. Maintain session for account access
  1. 通过Playwright MCP导航至acorns.com
  2. 输入邮箱地址
  3. 输入密码
  4. 通过短信处理双因素认证（2FA）
  5. 验证仪表盘加载完成
  6. 维持会话以访问账户

Error Handling

错误处理

  • Login Failed: Retry, check credentials
  • 2FA Required: Complete SMS verification
  • Account Restricted: Direct to support
  • Session Expired: Re-authenticate automatically
  • Rate Limited: Wait 60 seconds, retry
  • App Only Feature: Note if unavailable on web
  • 登录失败：重试，检查凭证
  • 需要2FA：完成短信验证
  • 账户受限：引导至支持页面
  • 会话过期：自动重新认证
  • 速率限制：等待60秒后重试
  • 仅应用端功能：标注网页端不可用

Self-Improvement Instructions

自我改进说明

After each interaction:
  • Track round-up patterns
  • Note portfolio changes
  • Log recurring investment timing
  • Document UI changes
Suggest updates when:
  • Acorns updates interface
  • New features added
  • Portfolio options change
  • Subscription tiers update
每次交互后：
  • 追踪零钱凑整模式
  • 记录投资组合变化
  • 记录定期投资时间
  • 记录UI变化
在以下情况时建议更新：
  • Acorns更新界面
  • 添加新功能
  • 投资组合选项变更
  • 订阅套餐更新

Notes

注意事项

  • Claude CANNOT make deposits or withdrawals
  • All access is read-only for security
  • Acorns rounds up debit card purchases
  • Multiplier increases round-up amounts
  • Later is a retirement IRA account
  • Early for kids' investment accounts
  • Subscription: $3-5/month depending on tier
  • Claude无法进行存款或取款操作
  • 所有访问均为只读，保障安全
  • Acorns会将借记卡消费金额凑整
  • 乘数会增加凑整金额
  • Later是退休IRA账户
  • Early是儿童投资账户
  • 订阅费用：根据套餐不同，每月3-5美元