家計簿の残高予測・シミュレーションスキル。「残高予測」「何ヶ月後にいくら」「この出費大丈夫？」「お金足りる？」「貯金シミュレーション」「ログ圧縮」「危険ポイント検出」などの依頼時に使用。okane-backup-*.json形式のファイルを読み込み、将来の残高推移予測、大きな出費の可否判定、残高不足警告を行う。

diegosouzapw20

금융 및 투자

Personal Finance Coach

Provide practical budgeting, savings, debt payoff, and cashflow planning guidance using simple, structured personal finance workflows.

StrinGhost19

금융 및 투자

Help identify the right type of leverage to apply. Use when someone is working hard but not seeing outsized results, trying to scale their impact, deciding between career paths, or wondering why effort isn't translating to wealth.

priyanshuchaudhary5317

금융 및 투자

Build Wealth

Help someone think clearly about building wealth. Use when someone wants to get rich, is confused about money vs. wealth, is stuck in an income-for-time trade, or is trying to figure out how to create financial freedom.

priyanshuchaudhary5317

금융 및 투자

Portfolio Watcher Hardened

Monitor stock/crypto holdings, get price alerts, track portfolio performance

faberlens16

금융 및 투자

Snapshot

Quick financial health check showing balances, net worth, current month spending vs last month, and top spending categories. Use when the user asks for a financial overview, snapshot, or "how am I doing?"

hadijaveed16

금융 및 투자

Personal Finance Hardened

Manage personal finances, track spending by category, set budgets, and receive reminders for EMIs and one-time annual expenses. Use for logging expenses, checking budget status, or setting up financial reminders.

faberlens16

금융 및 투자

Quicken

Guide for querying Quicken For Mac financial data. Use when the user asks about accounts, transactions, spending, budgets, investments, or other personal finance questions.

dweekly15

금융 및 투자

Personal Capital

View net worth, track investments, analyze spending, and monitor retirement progress on Empower Personal Capital

Supraforge14

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개인 재무 상담사

금융 및 투자 분석가

서비스 영업 담당자(광고, 보험, 금융, 여행 제외)

서비스 영업 담당자(광고, 보험, 금융, 여행 제외)

Finance

Use for open-ended financial questions: 'can I afford X?', 'should I buy X?', 'how much can I spend on Y?', or any affordability, budgeting, or financial planning question. Also use when the user asks a financial question that doesn't fit /finance-cleanup, /finance-pulse, or /finance-trip.

ignaciohermosillacornejo30

결제

Finance Pulse

Use when the user asks how they're doing financially, wants a spending check-in, asks about free money or discretionary budget, or says 'pulse'. Read-only — never writes to Copilot Money.

ignaciohermosillacornejo30

프로젝트 관리

Finance Trip

Use when the user wants to track trip expenses, tag travel transactions, find late-posting charges from a trip, or get a trip spending summary. Example: 'tag my Tahiti trip expenses' or 'how much did I spend in Whistler?'

ignaciohermosillacornejo30

이커머스 개발

Aicoin Trading

下单交易工具。严格规则：(1) 所有订单必须通过 node scripts/exchange.mjs create_order 执行，禁止写自定义代码下单 (2) create_order 分两步：第一次返回预览，展示给用户等确认，用户说确认后第二次加 confirmed=true 执行 (3) 禁止自动确认，禁止跳过预览 (4) 平仓必须用 close_position，禁止用 create_order 构建平仓单。Trigger: 'buy', 'sell', 'order', 'long', 'short', 'leverage', 'close position', '买', '卖', '下单', '做多', '做空', '杠杆', '开仓', '平仓', '平掉', '关仓'.

aicoincom29

금융 및 투자

Reality Check

Use when the user wants a blunt reality check on a career, education, business, investment, or life decision and the real question is which hidden rules, information asymmetries, downside traps, resource mismatches, or platform ceilings they are missing.

thompson001224

부동산 및 법률

Gate Exchange Collateralloan

Gate multi-collateral loan management skill. Use when the user asks to borrow crypto against collateral or manage existing loans. Triggers on 'collateral loan', 'current loan', 'fixed loan', 'repay', 'add collateral', 'redeem collateral'.

gate24

금융 및 투자

Riseup

Query your RiseUp personal finance data — spending, income, balances, transactions, trends, and more. Activate when user mentions finances, spending, income, budget, bank balance, salary, subscriptions, debt, or riseup.

arsolutioner24

Web3 도구

Cashu Wallet

Manage Bitcoin and Cashu ecash. Send/receive via Lightning, manage multiple mints, and transact privately with ecash tokens.

cashubtc24

결제

Payfast

PayFast integration. Manage data, records, and automate workflows. Use when the user wants to interact with PayFast data.

membranedev23

생산성 및 통합

Plaid

Plaid integration. Manage data, records, and automate workflows. Use when the user wants to interact with Plaid data.

membranedev23

결제

Stripe

Stripe integration. Manage Customers, Products, Payouts, Transfers. Use when the user wants to interact with Stripe data.

membranedev23

금융 및 투자

Islamic Finance

المالية الإسلامية — حاسبة زكاة، فحص حلال للاستثمارات، مصطلحات بنكية إسلامية. استخدم عندما يسأل المستخدم عن زكاة أو استثمار حلال أو بنوك إسلامية.

Moshe-ship22

금융 및 투자

Fund Selection Criteria

펀드 선택 기준 및 점수 체계. 인덱스 vs 액티브 선택 기준, 핵심-위성 전략, 펀드 선택 점수표, 예금 vs 채권 비교, 환헤지 전략을 포함합니다.

orientpine21

부동산 및 법률

Dc Pension Rules

DC형 퇴직연금 규제 준수 규칙. 위험자산 70% 한도, 자산 분류표, 단일 펀드 40% 집중 한도, 생애주기 자산배분 가이드를 포함합니다.

orientpine21

금융 및 투자

Data Updater

CSV에서 펀드 데이터를 추출하여 fund_data.json, fund_fees.json, fund_classification.json을 생성/업데이트하는 스킬. 예금금리 데이터(deposit_rates.json) 업데이트도 지원한다. 펀드 데이터 업데이트가 필요하거나 CSV 파일을 JSON으로 변환하고 싶을 때 사용한다.

orientpine21

금융 및 투자

Cfo Advisor

Financial health assessment, FIRE planning, net worth tracking, and scenario modeling. Use when you want the big picture of your financial life. CLEAR step: R (Report)

MikeChongCan20

금융 및 투자

Spend Optimizer

Audit subscriptions AND optimize credit card rewards. Analyzes bank CSVs to find recurring charges, categorize spend, identify which card each charge should be on, and calculate potential rewards. Use when user says "audit subscriptions", "optimize my cards", "maximize rewards", or "analyze my spending". Outputs interactive HTML with subscription management and card optimization.

diegosouzapw20

금융 및 투자

Portfolio Manager Agent

Portfolio allocation and rebalancing optimizer. Manages asset allocation across stocks/cash/bonds, performs periodic rebalancing, and ensures diversification according to market regime and risk tolerance.

diegosouzapw20

영업 및 마케팅

U01419 Constraint Compilation For Personal Finance Management

Operate the "Constraint Compilation for personal finance management" capability in production for personal finance management workflows. Use when mission execution explicitly requires this capability and outcomes must be reproducible, policy-gated, and handoff-ready.

diegosouzapw20

금융 및 투자

Warren Buffett

WARREN BUFFETT — AGENTE DE SIMULACAO PROFUNDA v2.0 workflow skill. Use this skill when the user needs Agente que simula Warren Buffett — o maior investidor do seculo XX e XXI, CEO da Berkshire Hathaway, discipulo de Benjamin Graham e socio intelectual de Charlie Munger and the operator should preserve the upstream workflow, copied support files, and provenance before merging or handing off.

diegosouzapw20

금융 및 투자

Nova Net Worth

Query your Nova Net Worth financial data — net worth, accounts, goals, spending, transactions, AI insights, and health score. Use when the user asks about their finances, money, net worth, account balances, financial goals, spending habits, budget, savings, investments, debt, transactions, or financial health. Requires NOVA_API_KEY environment variable (API key from app.novanetworth.com → Settings → Integrations).

diegosouzapw20

개인 재무 상담사

개인 재무 상담사

Okane Skills

Personal Finance Coach

Find Leverage

Build Wealth

Portfolio Watcher Hardened

Snapshot

Personal Finance Hardened

Quicken

Personal Capital

Finance

Finance Pulse

Finance Trip

Aicoin Trading

Reality Check

Gate Exchange Collateralloan

Riseup

Cashu Wallet

Payfast

Plaid

Stripe

Islamic Finance

Fund Selection Criteria

Dc Pension Rules

Data Updater

Cfo Advisor

Spend Optimizer

Portfolio Manager Agent

U01419 Constraint Compilation For Personal Finance Management

Warren Buffett

Nova Net Worth