القائمة
Fetch new Pluggy rows for the current month and recompile while preserving prior classifications. Use for the recurring mid-month update of the open month.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Finalize a target month — always refetch it fresh to confirm the movements are complete (all transactions present, no pending left), then recompile with --final to strip provisionals, and run heartbeat for the current month. Defaults to settling the previous month.
Assess a household's monthly investment snapshot for real anomalies. A script produces an objective month-over-month diff (value + quantity per holding, tagged qty/price/new/gone, plus integrity checks); then you reason over it and write a plain-language verdict — a summary message, an assess_{month}.md, and an assess_{month}.json (per-item, consumed by the viewer). Called at the end of /investments; also use whenever the user asks to review, sanity-check, validate, or "assess" a month's investments/portfolio/patrimônio, or whether anything looks unusual, missing, or wrong.
Build a household's monthly investment-portfolio snapshot by reading the broker statements (screenshots + PDFs) in investments/input and writing the canonical personal_finances_{YYYY-MM}.json. Use when the user asks to compile, snapshot, update, or generate investments / portfolio / patrimônio / posições for a month, or mentions BTG/Nubank/Wise/FGTS/Morgan Stanley statements under investments/input.
Validate the schema of a monthly budget, auto-fixing where possible. Checks required fields, types, buckets, FX, enrichment and installment rules. Use when /fetch, /recompile, or /heartbeat call it, or when the user asks to audit, validate, or check a month's data integrity.
Generate a monthly categorized budget JSON by running fetch + recompile, then classifying leftovers and forecasting partial months. Use when the user asks to generate, create, or analyze a monthly budget, expenses, or income.
Generate the two Telegram budget messages (leftover preamble + full advisory) from a compiled budget. Use when /compile, /heartbeat, or /settle need insights, or when the user asks for advice/analysis on their budget.
| name | heartbeat |
| description | Fetch new Pluggy rows for the current month and recompile while preserving prior classifications. Use for the recurring mid-month update of the open month. |
Incremental update of the current (open) month. Run the bundled scripts in order:
node plugins/open-personal-finance/scripts/fetch.mjs --household {h} --month {YYYY-MM}
node plugins/open-personal-finance/scripts/recompile.mjs --household {h} --month {YYYY-MM}
/recompile preserves prior classifications, auto-classifies new rows from memory, parses
installment fields, enriches descriptions, and reconciles provisionals against posted reality.
It prints any rows still unclassified.
Then:
/classify the printed unclassified rows — it consults expenses_memory.md /
income_memory.md, classifies them, and persists new merchant patterns to memory. Re-run
/recompile so the new memory patterns apply (or edit the rows directly)./audit — node .../audit.mjs --household {h} --month {YYYY-MM} (auto-fixes, retries)./advise — generates and sends both Telegram messages (it calls /notify).The open credit-card bill lists the whole cycle's installments with future scheduled dates;
include them all. A fresh month's first fetch can be incomplete — re-run /fetch if a new
month returns suspiciously few card rows.