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O SkillsMP coletou 14 skills de zubair-trabzada/ai-finance-claude. Abra uma skill para revisar a origem e os detalhes.
Mostrando 14 de 14 skills coletadas.
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês