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SkillsMP は zubair-trabzada/ai-finance-claude から 14 件の skill を収集しています。skill を開くとソースと詳細を確認できます。
収集済み skill 14 件中 14 件を表示しています。
Flagship orchestrator that launches 5 parallel agents (cashflow, debt, investments, retirement, protection) to produce a comprehensive financial health analysis with a composite Financial Health Score (0-100), letter grade (A+ through F), and a prioritized…
原文の言語: 英語
Spending analysis and custom budget builder. Analyzes spending patterns using 50/30/20 rule, zero-based budgeting, or envelope method. Categorizes expenses, identifies waste, suggests cuts, and produces a 12-month budget. Use when the user says "/finance…
原文の言語: 英語
Side-by-side comparison of two financial scenarios (buy vs rent, new job vs stay, payoff house vs invest, Roth vs Traditional, lease vs buy car, etc). Projects each scenario over 10 years, compares total cost, opportunity cost, risk profile, and produces a…
原文の言語: 英語
Debt payoff strategy generator. Compares avalanche (highest interest first) vs snowball (smallest balance first) methods, calculates payoff timelines and total interest saved, and recommends optimal payment allocation across multiple debts. Includes credit…
原文の言語: 英語
Emergency fund analyzer. Calculates the right emergency fund size based on job stability, family structure, fixed expenses, dependents, and employee vs. business-owner status. Recommends where to keep it (HYSA, money market, T-bills, I-Bonds), how fast to…
原文の言語: 英語
FIRE (Financial Independence Retire Early) calculator covering Lean FIRE, Fat FIRE, Coast FIRE, and Barista FIRE. Calculates FI number, years to FIRE based on savings rate, geographic arbitrage opportunities, sequence of returns risk, and withdrawal…
原文の言語: 英語
Financial goal planner. Takes any goal (house down payment, college fund, wedding, sabbatical, business launch, car, vacation) and builds the required savings amount, monthly contribution, timeline, investment vehicle recommendation, milestone checkpoints,…
原文の言語: 英語
Net worth tracker and milestone planner. Calculates current net worth, projects future net worth at retirement, tracks milestones ($100K, $250K, $500K, $1M, $5M, $10M), benchmarks against age-based wealth targets and percentile rankings, and applies the…
原文の言語: 英語
Investment portfolio analyzer. Audits current allocation vs target, asset class diversification (stocks, bonds, real estate, alternatives), expense ratios, tax efficiency, rebalancing needs, factor tilts (value, momentum, quality), three-fund portfolio fit,…
原文の言語: 英語
60-Second Financial Snapshot — fast assessment of financial health based on six core inputs (income, expenses, savings, debt, age, retirement goal). No subagents. Produces a compact terminal scorecard with savings rate, DTI ratio, emergency fund coverage,…
原文の言語: 英語
Professional PDF financial plan generator. Scans current working directory for FINANCE-*.md files, extracts scores and financial data, then runs the bundled Python ReportLab script to produce a polished, client-ready PDF with cover page, Financial Health…
原文の言語: 英語
Retirement projection with Monte Carlo simulation logic. Calculates required nest egg via 4% rule and 25x expenses, projected vs needed gap, contribution recommendations, asset allocation by age, Social Security claim optimization, healthcare cost…
原文の言語: 英語
Investment screener with pre-built strategies (Dividend Growth, 3-Fund Index, Bond Allocation, REITs, International Diversification, ESG) and custom criteria support. Returns curated ticker lists, allocation models, expected returns, expense ratios, and a…
原文の言語: 英語
Tax optimization strategies analyzer. Identifies high-impact tax savings across tax-loss harvesting, tax-advantaged accounts (401k, IRA, HSA), Roth conversions, backdoor and mega backdoor Roth, charitable giving, business deductions, capital gains harvesting,…
原文の言語: 英語