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personal-finance-skill

personal-finance-skill contains 1 collected skills from 6missedcalls, with repository-level occupation coverage and site-owned skill detail pages.

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2026-02-27

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Personal Financial Advisors

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personal-finance-skill

personal-financial-advisors

Personal finance management skill providing 75 tools across 7 extensions for bank account aggregation (Plaid), brokerage trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence (Finnhub, SEC EDGAR, FRED, BLS, Alpha Vantage), social sentiment (StockTwits, X/Twitter, Quiver), and financial analysis. Supports scheduled scans, anomaly detection, net worth tracking, tax-loss harvesting, and approval-gated execution of financial actions.

2026-02-27