finance-assistant
finance-assistant is a Personal finance & shopping skill for AI agents, published by FDU-INS in the Insurance-Skills repository on GitHub. Skillspace rates finance-assistant C (72/100) and it passed the safety scan; the rating is based on static analysis only.
Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or going freelance.
- Grade
- C
- Quality
- 72 / 100
- Safety
- Passed
- GitHub stars
- 58
Unproven: rated by static analysis only, not yet compared head-to-head.
This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.
Our review
- Architecture
- 84 / 100
- Maturity
- Structured: ships references or scripts
- Security scan
- No issues found
- License
- Apache-2.0
- Adoption
- Adopted by 0 other repositories, in 1 collections
- Scope
- Portable: works in any project. General personal finance planning and tracking assistant
Not checked yet
- Not judged on the rubric yet (not a contender in its category)
- No blind task eval yet
- Sibling files (scripts, references) not fetched; security scan covers SKILL.md only
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