Menu
On-demand financial briefing — spending, balances, portfolio, transactions, reports, CSV export
Instalar com Codex ou Claude Copie este prompt, cole no Codex, Claude ou outro assistente e deixe que ele revise a página da skill e instale para você.
Baseado na classificação ocupacional SOC
Daily financial summary — net worth, recent activity, payment due dates, alerts
Manage recurring scheduled tasks — add, list, pause, resume, remove
Build a custom dashboard view from a natural language request — query, API, React component, build, deploy
Override transaction categories via natural language — update rules, reclassify
Guided first-bank setup — credentials, exploration, sync, extraction, import
Discover and build a complete bank integration by answering 9 required questions
| name | brief-me |
| description | On-demand financial briefing — spending, balances, portfolio, transactions, reports, CSV export |
| trigger | manual |
When the user asks about their finances — spending, balances, transactions, portfolio, holdings, categories, cash flow — query SQLite and brief them. This is the on-demand counterpart to /morning-brief: the morning brief is a proactive daily narrative; /brief-me is reactive, answering whatever financial question the user has right now.
Covers the full range from quick Q&A ("how much on restaurants?") to structured reports ("spending breakdown for March with CSV export") to portfolio deep-dives ("what's in my 401k?").
Check that data/foliome.db exists. If not, respond: "No financial data found. Run /sync first to populate your accounts."
After querying, check staleness for relevant accounts:
"How much did I spend on X?"
SELECT SUM(ABS(amount)) as total, COUNT(*) as cnt
FROM transactions
WHERE user_category = '{category}'
AND date >= '{start_date}'
AND amount < 0
"Show me my restaurant spending this month"
SELECT date, description, amount, institution
FROM transactions
WHERE user_category = 'Restaurants'
AND date >= date('now', 'start of month')
ORDER BY date DESC
"What's my biggest expense this week?"
SELECT date, description, amount, user_category, institution
FROM transactions
WHERE date >= date('now', '-7 days')
AND amount < 0
ORDER BY amount ASC
LIMIT 5
"How much did I earn this month?"
SELECT SUM(amount) as total, COUNT(*) as cnt
FROM transactions
WHERE amount > 0
AND date >= date('now', 'start of month')
AND user_category = 'Income'
"Show me all Amazon transactions"
SELECT date, description, amount, user_category
FROM transactions
WHERE description LIKE '%AMAZON%'
ORDER BY date DESC
LIMIT 20
"What's my cash flow this month?"
SELECT
SUM(CASE WHEN amount > 0 THEN amount ELSE 0 END) as income,
SUM(CASE WHEN amount < 0 THEN amount ELSE 0 END) as expenses,
SUM(amount) as net
FROM transactions
WHERE date >= date('now', 'start of month')
"How much do I owe on credit cards?"
SELECT account_name, balance FROM balances b
INNER JOIN (SELECT account_id, MAX(synced_at) as ms FROM balances GROUP BY account_id) m
ON b.account_id = m.account_id AND b.synced_at = m.ms
WHERE account_type = 'credit'
When the user asks for a breakdown, report, or analysis — "break down my spending for March", "monthly spending report", "compare this month to last month" — produce a structured report.
Transfer and Income are excluded from spending analysis by default:
If the user explicitly asks to include transfers or income, add them back.
Spending by category for the requested period (default: last 30 days):
SELECT user_category, SUM(amount) as total, COUNT(*) as txn_count,
ROUND(SUM(amount) * 100.0 / (SELECT SUM(amount) FROM transactions WHERE amount < 0 AND user_category NOT IN ('Transfer', 'Income') AND date >= '{start}' AND date <= '{end}'), 1) as pct
FROM transactions
WHERE amount < 0
AND user_category NOT IN ('Transfer', 'Income')
AND date >= '{start_date}'
AND date <= '{end_date}'
GROUP BY user_category
ORDER BY total ASC
SELECT description, SUM(amount) as total, COUNT(*) as txn_count, user_category
FROM transactions
WHERE amount < 0
AND user_category NOT IN ('Transfer', 'Income')
AND date >= '{start_date}' AND date <= '{end_date}'
GROUP BY description
ORDER BY total ASC
LIMIT 10
Compare current period to previous period of same length:
Show: category, current total, previous total, change ($), change (%)
If user requests grouping by institution or by week/month, adjust the GROUP BY accordingly.
SPENDING ANALYSIS: March 1 - March 26, 2026
TOTAL SPENDING: -$2,847.32 (48 transactions)
BY CATEGORY
Category Amount Txns % of Total
─────────────────────────────────────────────────
Restaurants -$485.20 12 17.0%
Shopping -$412.50 8 14.5%
Groceries -$380.00 15 13.3%
Subscription -$245.99 6 8.6%
...
TOP MERCHANTS
1. WHOLE FOODS -$245.00 (5 txns)
2. AMAZON -$198.50 (3 txns)
3. UBER EATS -$156.80 (4 txns)
vs. LAST MONTH (Feb 1-26)
Total: -$2,615.80 (+$231.52, +8.9%)
Restaurants: -$320.00 → -$485.20 (+51.6%)
Shopping: -$510.00 → -$412.50 (-19.1%)
UNCATEGORIZED: 3 transactions (-$89.50)
→ Run /category-override to classify these
If user says "export", "save CSV", "download", or "export as CSV":
Write to data/exports/transactions-{start}-to-{end}.csv. Create the data/exports/ directory if it doesn't exist. Confirm: "Exported 48 transactions to data/exports/transactions-2026-03-01-to-2026-03-26.csv"
When the user asks about their portfolio — "how's my portfolio?", "show me my holdings", "investment summary", "what's in my 401k?", "dividend income" — present the investment picture.
SELECT b.institution, b.account_id, b.account_name, b.account_type, b.balance, b.synced_at
FROM balances b
INNER JOIN (SELECT account_id, MAX(synced_at) as ms FROM balances GROUP BY account_id) m
ON b.account_id = m.account_id AND b.synced_at = m.ms
WHERE b.account_type IN ('brokerage', 'retirement', 'education')
ORDER BY b.balance DESC
Latest holdings per account:
SELECT h.institution, h.account_id, h.symbol, h.name, h.quantity, h.price, h.market_value, h.cost_basis
FROM holdings h
INNER JOIN (SELECT account_id, symbol, MAX(synced_at) as ms FROM holdings GROUP BY account_id, symbol) m
ON h.account_id = m.account_id AND h.symbol = m.symbol AND h.synced_at = m.ms
ORDER BY h.market_value DESC
If no holdings data exists (institution doesn't provide it), fall back to balance-only view and note: "Holdings detail not available for [institution] — showing balance only."
From holdings data, compute:
Last 30 days of trades, dividends, and contributions:
SELECT date, institution, account_id, description, type, symbol, quantity, amount
FROM investment_transactions
WHERE date >= date('now', '-30 days')
ORDER BY date DESC
INVESTMENT SUMMARY
Total Investment Value: $185,000
ACCOUNTS
Brokerage Account $110,000 (brokerage)
401k $55,000 (retirement)
529 Education $20,000 (education)
HOLDINGS (Brokerage Account)
Symbol Name Shares Price Value % Port
VTI Vanguard Total Market 150.0 $280.00 $42,000 22.7%
VXUS Vanguard Intl Stock 200.0 $60.50 $12,100 6.5%
...
RECENT ACTIVITY (last 30 days)
3/20 Brokerage DIVIDEND VTI +$95.00
3/15 401k CONTRIBUTION +$500.00
3/10 Brokerage BUY VTI 1.8 -$504.00
If user asks about a specific account ("what's in my 401k?", "show my brokerage holdings"):
account_id or institutioninvestment_transactions and holdings tablesSQLite at data/foliome.db. Use better-sqlite3 to query.