zubair-trabzada/ai-finance-claude
13 skills51 installs611 starsGitHub
Install
npx skills add https://github.com/zubair-trabzada/ai-finance-claudeSkills in this repo
1Finance Budgetfinance-budget is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.5installs2Finance CompareA skill that models two financial paths side-by-side over a 10-year horizon, surfacing total cost, opportunity cost, and risk, then gives a reasoned recommendation saved to FINANCE-COMPARE.md. A developer or user uses it to decide between two major money choices.5installs3Finance Emergencyfinance-emergency is a Claude Code skill for ai & agent building. It helps solo builders move faster with AI-assisted coding.5installs4Finance TaxesA tax optimization skill that analyzes a user's situation and surfaces the highest-leverage legal tax strategies across harvesting, retirement accounts, Roth conversions, deductions, and estate planning. A user uses it to find prioritized ways to lower their taxes, saved to FINANCE-TAXES.md.5installs5Finance AnalyzeAn orchestrator that launches five parallel financial subagents, computes a composite Financial Health Score with a letter grade, and outputs a prioritized 90-day action plan. A developer or user uses it for a complete financial-picture audit.4installs6Finance GoalsA goal-planning skill that takes one or more financial goals and builds a concrete savings plan covering target amount, monthly contribution, timeline, where to invest, and milestones. A user uses it to plan and prioritize saving for specific life goals.4installs7Finance RetirementA retirement projection skill that calculates the required nest egg via the 4% rule and 25x expenses, computes the projected-vs-needed gap, and recommends contributions, age-based allocation, and Social Security timing. A user uses it to check if they are on track to retire.4installs8Finance ScreenAn investment screener that applies evidence-based, pre-built strategy screens or custom criteria to return curated ticker lists, allocation weights, expected returns, and rebalancing notes. A user uses it to build or diversify a portfolio, saved to FINANCE-SCREEN.md.4installs9Finance DebtA debt strategy skill that compares avalanche and snowball methods, computes payoff timelines and total interest saved, and recommends payment allocation across multiple debts. A user uses it to plan getting out of debt, including consolidation and refinancing options.3installs10Finance FireA FIRE calculator that computes the FI number and time-to-FIRE based on savings rate across four FIRE variants, factoring geographic arbitrage, sequence-of-returns risk, and withdrawal strategies. A user uses it to plan financial independence or early retirement.3installs11Finance NetworthA net worth tracker that computes current and retirement-projected net worth, tracks milestones from $100K to $10M, and benchmarks against age-based wealth targets and percentiles. A user uses it to see where they stand and what moves the needle next.3installs12Finance PortfolioA portfolio analyzer that audits current holdings against a target allocation, checking diversification, costs, tax placement, and drift, then outputs a portfolio score with specific rebalancing trades and fund swaps. A user uses it to evaluate and improve how their investments are built.3installs13Finance QuickA fast snapshot skill that takes six core inputs and returns a compact scorecard covering savings rate, DTI, emergency-fund coverage, retirement on-track status, and three priority actions in under 40 lines. A user uses it for a quick read before running the full analysis.3installs