Asesores financieros personales

Find Markets

Find US real estate markets matching your investment criteria — filter by budget, rental yield, appreciation, and state. Requires Lotlytics Investor plan.

daejung830

Portfolio Review

Review Schwab portfolio — account balances, positions, P&L, allocation. Use when user asks about their portfolio, holdings, account balances, positions, "how are my accounts doing", "what do I own", or any portfolio status request.

damanijb0

Finplan

Personal finance projection engine accessed via MCP tools. Use when helping users with financial projections, tax calculations, retirement planning, Social Security benefits, account management, goal planning, portfolio analysis, or mortgage calculations. All capabilities are accessed through MCP tools at https://mcp.finplan.prethink.io/mcp — never call Python or CLI directly.

bestdan0

Documentos

Altitude Document Extraction & Entity Update

Extract entity data from household document folders (PDFs, Word docs, images, spreadsheets) and update the Altitude (Altcore) platform via API. Queries Altitude first to find existing households and their universe of entities (Individuals, LegalEntities, AccountFinancials, Contacts, TangibleAssets, Households), extracts data from documents, matches and merges against existing records (filling empty fields, flagging conflicts), creates relationships, and uploads documents to the correct entity. Use this skill whenever the user mentions Altitude, Altcore, onboarding families, extracting entity data from documents, updating households, processing client folders, or uploading documents. Also trigger when the user has a folder of family documents (trusts, LLCs, tax returns, IDs, insurance, estate plans, bank statements) and wants to populate a wealth management platform.

m62ai0

Altitude Search & Query Skill

Search and retrieve information from the Altitude wealth management platform. Query individuals, households, accounts, trusts, valuations, holdings, liabilities, insurance policies, tangible assets, and entity relationships via the Altitude REST API. Use this skill whenever the user asks about client data, account balances, portfolio holdings, net worth, insurance coverage, debts, or any wealth management information stored in Altitude.

m62ai0

U02817 Memory Consolidation For Personal Finance Management

Build and operate the "Memory Consolidation for personal finance management" capability for personal finance management. Use when this exact capability is required by autonomous or human-guided missions.

zwright80

Personal Finance Transaction Management

Manage individual finance transactions one at a time. Use this skill when the user wants to record a single income or expense, query transactions, get summaries, delete a record, or when a new query type is needed that the CLI doesn't yet support. For bulk imports from Excel or image files, use the finance-bulk-import skill instead.

darryleffendi0

Desarrollo E-commerce

Budget Skill

SimpleFIN API integration for transaction tracking, spending categorization, budgeting, and financial reports. Use when user requests: connect bank account, fetch transactions, categorize spending, set/track budgets, review spending, or generate financial reports. Guide users through SimpleFIN setup, help generate personalized merchant rules, run budget commands, and provide spending analysis.

benminer0

Parallax Client Review

RIA/wealth advisor client portfolio review: full analysis, redundancy, health flags, macro context, per-holding drill-down, prioritized recommendations, and AI assessment via Parallax MCP tools. Holdings as [{symbol, weight}]. NOT for fund manager briefs (use /parallax-morning-brief), not for quick stock checks (use /parallax-should-i-buy).

Parallax Portfolio Checkup

Individual investor portfolio checkup: health flags, factor scores, redundancy, macro context, and plain-language recommendations via Parallax MCP tools. Holdings as [{symbol, weight}]. NOT for fund manager briefs (use /parallax-morning-brief), not for client reviews (use /parallax-client-review).

Explain Portfolio

Reactive portfolio performance attribution: decompose a drawdown into market/regime, factor/thematic, and stock-specific components. Uses score-vs-price divergence to determine if the loss is fundamental or transient, then gives conditional advice. Triggered when a client asks 'why am I down X%?'. Holdings as [{symbol, weight}]. NOT for proactive health checks (use /parallax-portfolio-checkup), not for forward-looking reviews (use /parallax-client-review), not for hypothetical scenarios (use /parallax-scenario-analysis).

Pagos

just-fucking-cancel

Find and cancel unwanted subscriptions by analyzing bank transactions. Detects recurring charges, calculates annual waste, and helps you cancel with direct URLs and browser automation. Use when: 'cancel subscriptions', 'audit subscriptions', 'find recurring charges', 'what am I paying for', 'save money', 'subscription cleanup', 'stop wasting money'. Supports CSV import (Apple Card, Chase, Amex, Citi, Bank of America, Capital One, Mint, Copilot) OR Plaid API for automatic transaction pull. Outputs interactive HTML audit with one-click cancel workflow. Pairs with Plaid integration for real-time transaction access without CSV exports.

delorenj0

Parallax Halal Screen

Shariah-compliant stock screening: filter for halal investments, check compliance flags, explain screening criteria, and suggest compliant alternatives via Parallax MCP tools. NOT for general thematic screening (use /parallax-thematic-screen), not for portfolio construction (use /parallax-portfolio-builder).

Superannuation Guide

Australian superannuation rules, contributions, SMSF, and retirement planning

AussieAgentsSkills0

Short Term Investing Recommendation

Use when generating short-term swing-trade recommendations from this investing workspace. Runs the short-term backtest and recommendation workflow, reads tickers and risk from input_config.json, reads actual holdings from state/portfolio_state.json, and returns BUY, SELL, or HOLD ideas with technical rationale and backtest context.

aruanurag0

Long Term Investing Recommendation

Use when generating long-term stock recommendations from this investing workspace. Runs the long-term recommendation and backtest workflow using the same downloaded daily market data, but treats it as a recommendation-only screener that returns BUY, SELL, or HOLD without managing portfolio state.

aruanurag0

Expense Tracker

User wants to track, categorize, or analyze their expenses and spending

arunrlverma0

Wealth Management

Principles of personal wealth management for sustainable financial growth. Covers net worth calculation, budgeting strategies (50/30/20), emergency funds, and Financial Independence (FIRE).

armmiigz0

Explain

Explain a finance or investing concept at an age-appropriate level. Usage: /explain [concept] [age]. Age defaults to 18 if not provided.

steveng90

Ventas y Marketing

Vulgariser

This skill should be used when the user invokes /vulgariser, asks to "expliquer simplement", "comment dire ça à mon client", "vulgarise [concept]", "explique [terme financier] à quelqu'un qui n'y connaît rien", "comment expliquer le PER à un retraité", "prépare une explication sur [sujet] pour un client", or needs any financial or regulatory concept translated into plain language for non-expert clients. Always use cgp-persona tone (clear, reassuring, no jargon).

Depuración

Veille — Réglementaire, Fiscale et Marchés

This skill should be used when the user invokes /veille, asks to "faire une veille", "quoi de neuf en fiscalité", "qu'est-ce qui a changé sur le PER", "résume la loi de finances", "impact de [loi/mesure] pour mes clients", "actualité AMF", "nouveautés réglementaires", "explique cette mesure fiscale", or needs any regulatory, fiscal, or market update summarized for CGP use. Always combine with cgp-persona. For live web searches, use the web-ctl plugin. For known facts within training data, answer directly.

CSE Interactive Chat Advisor

Interactive conversational stock advisor for the Colombo Stock Exchange. Use when the user wants to have a back-and-forth discussion about CSE stocks, wants investment advice, opinions, reasoning for buy/sell decisions, portfolio strategy, or says things like "let's discuss", "what do you think about", "should I invest in", "give me your opinion on", "help me decide", "advise me on", or wants to chat about market conditions.

DevinHansa0

Cse Portfolio Manager

Manage and analyze a CSE stock portfolio. Use when user says "add to portfolio", "portfolio view", "portfolio review", "my holdings", "track my stocks", "P&L", "profit and loss", "position sizing", "should I sell", "rebalance portfolio", or wants to add/remove positions, view holdings, get AI-powered portfolio review, or calculate risk-adjusted returns.

DevinHansa0

Options Strategy Builder

Options-aware Pine strategy patterns—ATM/near-ATM discipline, risk/reward framing, confirmation stack. Use when the user mentions options, CE/PE, NSE, or defined-risk option buying alongside signals.

shubhamtaywade820

Ventas y Marketing

Cgp Persona

This skill should be used automatically at the start of every task in this plugin. It establishes the professional context of a French Conseiller en Gestion de Patrimoine (CGP): tone, vocabulary, compliance constraints (AMF/CIF), and output language rules. Load this skill before any client document drafting, financial analysis, regulatory summary, or client communication task.

Ventas y Marketing

Analyser

This skill should be used when the user invokes /analyser, asks to "comparer", "analyser un produit", "quel produit pour ce client", "PEA ou PER", "SCPI ou assurance-vie", "est-ce que ce produit convient à [client]", "fiche produit", "analyse de suitability", "adéquation produit profil", or needs any financial product comparison, analysis, or suitability assessment. Always combine with cgp-persona for compliance. Use profil-client if client context is available.

Bilan

This skill should be used when the user invokes /bilan, asks to "faire un bilan patrimonial", "préparer la trame de bilan pour [client]", "structurer le patrimoine de [client]", "générer un bilan", or needs a patrimonial assessment framework or structured template for a client. Combines with profil-client for personalization. For deep analytical diagnosis, use analyste-patrimonial agent instead.

Portfolio Editor

Add, update, remove, reset, or sync portfolio holdings from natural-language instructions or daily position screenshots, updating portfolio_state.json and related snapshot files while explaining provider support and downstream workflow impact.

Andy-HNU0