View automated portfolio, check cash account, monitor tax-loss harvesting, and track goals on Wealthfront
Enables Claude to access Wealthfront to view robo-advisor managed portfolios, check high-yield cash account balances, monitor tax-loss harvesting activity, and track financial goals.
curl -sSL https://canifi.com/skills/wealthfront/install.sh | bash
Or manually:
cp -r skills/wealthfront ~/.canifi/skills/
Configure via canifi-env:
# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash
canifi-env set WEALTHFRONT_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's my Wealthfront portfolio?"
Claude: I'll check your Wealthfront accounts.
- Opens wealthfront.com via Playwright MCP
- Logs into account
- Returns: Total Managed: $125,678.90
- Cash Account: $45,000.00 (4.50% APY)
- Investment Account: $80,678.90
- US Stocks: 35% ($28,237)
- Foreign Stocks: 25% ($20,169)
- Bonds: 25% ($20,169)
- Real Estate: 15% ($12,101)
- YTD return: +7.8%
User: "How much has Wealthfront saved in taxes?"
Claude: I'll check your tax-loss harvesting.
- Navigates to tax section
- Tax-loss harvesting this year: $3,456
- Estimated tax savings: $862 (25% bracket)
- Harvests performed: 12 times
- Direct indexing active: Yes
- Additional savings from direct indexing: $1,234
User: "How's my house down payment goal?"
Claude: I'll check your goal progress.
- Navigates to goals
- House Down Payment goal:
- Target: $80,000 by 2026
- Current: $52,345 (65%)
- Monthly contribution: $1,500
- On track: Yes, projected $82,000 by goal date
- Suggests: Stay the course
After each interaction:
Suggest updates when: