Fund Assistant
The Fund Assistant helps you quickly research and compare investment funds, saving time and improving your portfolio decisions.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add fund-assistant npx -- -y @trustedskills/fund-assistant
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"fund-assistant": {
"command": "npx",
"args": [
"-y",
"@trustedskills/fund-assistant"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The fund-assistant skill provides assistance with financial tasks. It can help users understand investment options, calculate loan payments, and generate basic financial reports. This skill aims to simplify complex financial concepts and provide accessible guidance for personal finance management.
When to use it
- Investment Research: Get a quick overview of different investment vehicles like stocks or bonds before making decisions.
- Loan Calculations: Determine monthly payment amounts and total interest paid on potential loans (mortgages, auto loans, etc.).
- Budgeting Assistance: Generate simple reports summarizing income and expenses to identify areas for improvement.
- Financial Terminology: Quickly understand the meaning of financial jargon or concepts you encounter.
Key capabilities
- Investment option summaries
- Loan payment calculations
- Basic financial report generation
- Financial terminology explanations
Example prompts
- "Explain the difference between a Roth IRA and a traditional IRA."
- "Calculate the monthly payments on a $300,000 mortgage with a 6% interest rate over 30 years."
- "Generate a simple report of my income and expenses for last month."
Tips & gotchas
The skill's financial advice is basic; consult with a qualified professional for personalized financial planning. Ensure you provide accurate data for calculations to receive reliable results.
Tags
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