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Found 10 Skills
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
Execute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidates, gain/loss budgeting, replacement security selection, wash-sale compliance, or harvest execution planning. Also trigger when users mention 'unrealized losses in my portfolio', 'swap ETFs for tax purposes', 'harvest losses before year-end', 'substantially identical security', 'wash-sale window', 'NIIT offset', 'loss carryforward', or ask how much tax they can save by harvesting.
Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"
Recognize and mitigate cognitive biases that impair financial decisions, and coach clients toward values-driven financial lives. Use when the user asks about behavioral finance, money psychology, loss aversion, overconfidence, herd behavior, or emotional investing. Also trigger when users mention 'why do I panic sell', 'money fights with my spouse', 'I can never save enough', 'fear of investing', 'lifestyle creep', 'keeping up with the Joneses', 'Rich Life', 'money scripts', or ask how emotions affect financial decisions.
Size and structure an emergency fund based on individual circumstances, income stability, and expense profile. Use when the user asks about emergency fund sizing, how many months of expenses to save, where to keep emergency savings, or tiered fund structures. Also trigger when users mention 'rainy day fund', 'how much cash should I keep', 'high-yield savings account', 'money market fund', 'freelancer cash reserve', 'variable income buffer', or ask what counts as an emergency expense.
Use ezBookkeeping API Tools script to record new transactions, query transactions, retrieve account information, retrieve categories, retrieve tags, and retrieve exchange rate data in the self hosted personal finance application ezBookkeeping.
MCP server for accessing Monarch Money personal finance data through Claude Desktop and Claude Code
Budget Insight integration. Manage data, records, and automate workflows. Use when the user wants to interact with Budget Insight data.
Frollo integration. Manage data, records, and automate workflows. Use when the user wants to interact with Frollo data.