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Built for the Claude Code community with Claude Code by @mertduzgun

Independent project, not affiliated with Anthropic
  1. Skills
  2. /
  3. erichowens
  4. /
  5. some_claude_skills
  6. /
  7. Personal Finance Coach

Personal Finance Coach

Editor's Note

Built for people who want actual numbers instead of generic budgeting advice. This handles portfolio optimization math, tax-loss harvesting strategies, and retirement withdrawal calculations grounded in research like the Trinity Study and Fama-French factor models. It comes with Python dependencies for running Monte Carlo simulations and includes reference tables for safe withdrawal rates based on current CAPE ratios. Good for FIRE planning or figuring out Roth conversion ladders, but it explicitly won't do your taxes or pick specific stocks for you. The anti-patterns section calling out common mistakes like ignoring sequence of returns risk is more useful than most of the skill itself.

Install

npx skills add https://github.com/erichowens/some_claude_skills --skill personal-finance-coach
Votes
0
Installs416
GitHub Stars113
Categories
Finance & Trading
First SeenJun 3, 2026
View on GitHub

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