View automated portfolio, track goals, monitor cash reserve, and check tax coordination on Betterment
Enables Claude to access Betterment to view robo-advisor managed portfolios, track goal-based investing progress, check cash reserve balances, and review tax-smart features.
curl -sSL https://canifi.com/skills/betterment/install.sh | bash
Or manually:
cp -r skills/betterment ~/.canifi/skills/
Configure via canifi-env:
# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash
canifi-env set BETTERMENT_EMAIL "[email protected]"
Your credentials, your choice. Canifi LifeOS respects your privacy.
If you prefer not to share credentials with Claude Code:
If you're comfortable sharing credentials, you can store them locally:
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
User: "How are my Betterment goals doing?"
Claude: I'll check your Betterment goals.
- Opens betterment.com via Playwright MCP
- Logs into account
- Returns goal summary:
- Retirement: $156,789 (85% funded)
- Safety Net: $25,000 (100%, complete)
- Vacation Fund: $4,567 (45%)
- General Investing: $34,567
- Total invested: $220,923
- Cash Reserve: $15,000 (4.50% APY)
User: "What's my portfolio allocation?"
Claude: I'll show your portfolio breakdown.
- Navigates to portfolio details
- Retirement goal allocation (90% stocks):
- US Stocks: 38%
- Developed Markets: 25%
- Emerging Markets: 12%
- US Bonds: 15%
- International Bonds: 10%
- Tax-coordinated: Yes
- Last rebalance: 3 days ago
User: "Has Betterment done tax-loss harvesting?"
Claude: I'll review your tax activity.
- Navigates to tax section
- Tax-loss harvesting this year: $2,890
- Estimated tax savings: $723
- Tax-coordinated placement: Active
- Bonds in IRA (tax-efficient)
- Stocks in taxable (for LTCG rates)
- Charitable giving pending: None
After each interaction:
Suggest updates when: