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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.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
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.
Fetch bank and credit card transactions from Pluggy API for a target month and write the raw month files used by the pipeline.
| name | advise |
| description | 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. |
Run the bundled script — it computes all totals deterministically and writes the two
messages to result/_advise_msg1.txt and _advise_msg2.txt:
node plugins/open-personal-finance/scripts/advise.mjs --household {household} --month {YYYY-MM}
The script produces, in pt-BR and ready to send:
The script's narrative bullets are data-driven but generic. Before notifying you MAY edit
the ⚠️ Fique de olho / 💡 Recomendações sections of _advise_msg2.txt in place to add
non-obvious, number-specific insight (an installment series finishing, a vendor whose value
jumped, a reimbursement still pending). Keep the section titles and order. Do not add
trivial praise (e.g. "X% categorizado", "salário chegou") and do not flag the unclassified
count as a risk.
node plugins/open-personal-finance/scripts/notify.mjs --household {household} --month {YYYY-MM}
Sends both messages as two separate Telegram messages. Do not call /notify again
elsewhere in the same run.