Financial Life (Personal)
This AI analyzes your financial data to provide personalized insights and recommendations for better money management and achieving your goals.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add financial-life-(personal) npx -- -y @trustedskills/financial-life-(personal)
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"financial-life-(personal)": {
"command": "npx",
"args": [
"-y",
"@trustedskills/financial-life-(personal)"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill helps users understand and manage their personal finances. It can analyze income, expenses, and debts to provide insights into spending habits and suggest potential savings strategies. The tool aims to simplify financial planning and offer personalized recommendations for improving overall financial health.
When to use it
- Budgeting: Get help creating a budget based on your current income and expenses.
- Debt Management: Analyze existing debt (credit cards, loans) and explore repayment options.
- Savings Goals: Develop strategies to reach specific savings goals like a down payment or retirement.
- Financial Health Checkup: Receive an overview of your financial situation and identify areas for improvement.
Key capabilities
- Income & Expense Tracking
- Debt Analysis
- Budget Creation
- Savings Goal Planning
Example prompts
- "Analyze my spending habits from the last three months."
- "How can I pay off my credit card debt faster?"
- "Create a budget for me based on an income of $5000 per month."
- “What’s a good savings plan to buy a house in 5 years?”
Tips & gotchas
The skill requires access to financial data, so be mindful of privacy and security when connecting accounts. Accuracy depends on the completeness and accuracy of the provided financial information.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.