/finance
Finance Suite
Budgets, portfolio, stock research, brokerage sync
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
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.
Deep Dives
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Ready to use /finance?
This skill ships with every Knowledge OS installation. Set up your system in 90 minutes.
Built and maintained by Victor Sowers at STEEPWORKS