/finance

Finance Suite

Budgets, portfolio, stock research, brokerage sync

Personal TierIntelligence & Research

Overview

Dispatcher for personal finance operations covering expense analysis, unified portfolio dashboards, fundamental stock research via SEC filings, and brokerage holdings sync through Plaid. Routes to the right mode based on what you need.

What It Does

  • Analyzes expenses and spending patterns against budgets
  • Builds unified portfolio dashboards showing net worth across accounts
  • Runs fundamental stock research using SEC filings and financial ratios
  • Syncs brokerage holdings from Plaid MCP for up-to-date positions

Inputs

  • Subcommand (budget, portfolio, research, sync)
  • Financial data
  • Account info

Outputs

  • Budget analysis
  • Portfolio dashboard
  • Stock research report
  • Synced holdings

Example

/finance

Check your asset allocation before rebalancing. Run /finance portfolio to see holdings across all accounts in one view, then /finance research AAPL to dig into a specific position's fundamentals.

Related Skills

/excel-work

Excel Skill

Financial models and spreadsheets with zero formula errors

Deep Dives

Knowledge OS Guide

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Built and maintained by Victor Sowers at STEEPWORKS