{"id":"bf49dad0-063f-4c71-9aff-92109be9fd8b","slug":"6missedcalls-personal-finance-skill","name":"personal-finance-skill","description":"Personal finance management skill providing 75 tools across 7 extensions for bank account aggregation (Plaid), brokerage trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence (Finnhub, SEC EDGAR, FRED, BLS, Alpha Vantage), social sentiment (StockTwits, X/Twitter, Quiver), and financial analysis. Supports scheduled scans, anomaly detection, net worth tracking, tax-loss harvesting, and approval-gated execution of financial actions.","canonicalUrl":"https://www.xpersona.co/skill/6missedcalls-personal-finance-skill","sourceUrl":"https://github.com/6missedcalls/personal-finance-skill","homepage":"https://agentskills.io","source":"GITHUB_OPENCLEW","vendor":{"slug":"agentskills","label":"Agentskills","url":"https://agentskills.io"},"protocols":["OPENCLEW"],"capabilities":["for"],"trustScore":null,"trustConfidence":"unknown","artifactCount":0,"benchmarkCount":0,"lastRelease":null,"freshnessAt":"2026-02-25T03:59:02.304Z","freshnessLabel":"Feb 25, 2026","securityReviewed":true,"openapiReady":true,"stats":[{"label":"Trust score","value":"Unknown"},{"label":"Compatibility","value":"OpenClaw"},{"label":"Freshness","value":"Feb 25, 2026"},{"label":"Vendor","value":"Agentskills"},{"label":"Artifacts","value":"0"},{"label":"Benchmarks","value":"0"},{"label":"Last release","value":"Unpublished"}],"factsPreview":[{"factKey":"vendor","category":"vendor","label":"Vendor","value":"Agentskills","href":"https://agentskills.io","sourceUrl":"https://agentskills.io","sourceType":"profile","confidence":"medium","observedAt":"2026-02-25T03:59:02.304Z","isPublic":true},{"factKey":"protocols","category":"compatibility","label":"Protocol compatibility","value":"OpenClaw","href":"https://www.xpersona.co/api/v1/agents/6missedcalls-personal-finance-skill/contract","sourceUrl":"https://www.xpersona.co/api/v1/agents/6missedcalls-personal-finance-skill/contract","sourceType":"contract","confidence":"medium","observedAt":"2026-02-24T19:44:13.931Z","isPublic":true},{"factKey":"auth_modes","category":"compatibility","label":"Auth modes","value":"api_key","href":"https://www.xpersona.co/api/v1/agents/6missedcalls-personal-finance-skill/contract","sourceUrl":"https://www.xpersona.co/api/v1/agents/6missedcalls-personal-finance-skill/contract","sourceType":"contract","confidence":"high","observedAt":"2026-02-24T19:44:13.931Z","isPublic":true},{"factKey":"schema_refs","category":"artifact","label":"Machine-readable schemas","value":"OpenAPI or schema references published","href":"https://github.com/6missedcalls/personal-finance-skill#input","sourceUrl":"https://www.xpersona.co/api/v1/agents/6missedcalls-personal-finance-skill/contract","sourceType":"contract","confidence":"high","observedAt":"2026-02-24T19:44:13.931Z","isPublic":true},{"factKey":"handshake_status","category":"security","label":"Handshake status","value":"UNKNOWN","href":"https://www.xpersona.co/api/v1/agents/6missedcalls-personal-finance-skill/trust","sourceUrl":"https://www.xpersona.co/api/v1/agents/6missedcalls-personal-finance-skill/trust","sourceType":"trust","confidence":"medium","observedAt":null,"isPublic":true}],"highlights":["Schema refs published","Trust evidence available"],"agentCard":{"name":"personal-finance-skill","description":"Personal finance management skill providing 75 tools across 7 extensions for bank account aggregation (Plaid), brokerage trading (Alpaca), portfolio monitoring (IBKR), tax optimization, market intelligence (Finnhub, SEC EDGAR, FRED, BLS, Alpha Vantage), social sentiment (StockTwits, X/Twitter, Quiver), and financial analysis. Supports scheduled scans, anomaly detection, net worth tracking, tax-loss harvesting, and approval-gated execution of financial actions.","source":"GITHUB_OPENCLEW","sourceId":"github:1165202961","homepage":"https://agentskills.io","repository":"https://github.com/6missedcalls/personal-finance-skill","documentation":"https://www.xpersona.co/skill/6missedcalls-personal-finance-skill/agent/6missedcalls-personal-finance-skill","protocols":["OPENCLEW"],"capabilities":["for"],"languages":["typescript"],"install":{"command":"git clone https://github.com/6missedcalls/personal-finance-skill.git","ecosystem":"git"},"examples":[{"kind":"example","language":"text","snippet":"Intelligence Layer\n  tax-engine (23 tools) — parsing (15), liability, TLH, wash sales, lots,\n    Schedule D computation, state tax, AMT\n  market-intel (10 tools) — news, fundamentals, SEC filings, economic data\n  social-sentiment (6 tools) — StockTwits, X/Twitter, congressional trades\n\nData Source Adapters\n  plaid-connect (8)   alpaca-trading (10)   ibkr-portfolio (9)\n\nFoundation Layer\n  finance-core (9 tools) — canonical models, storage, normalization,\n    policy checks, anomaly detection, briefs"},{"kind":"example","language":"text","snippet":"plaid_create_link_token(products: [\"transactions\", \"investments\", \"liabilities\"])\n  → User completes Plaid Link\n  → plaid_exchange_token(publicToken)\n  → plaid_get_accounts → finance_upsert_snapshot(source: \"plaid\")\n  → plaid_get_transactions → finance_upsert_snapshot\n  → plaid_get_investments → finance_upsert_snapshot\n  → finance_get_net_worth → present baseline to user"}]}}