investment-account-picker
Understand which type of investment/savings account to use for your goal — the tax-advantaged vs taxable question, and which wrapper fits which money — so you don't leave free tax benefits on the table. Use when asked which account should I invest in, what's the difference between these account types, where should I put my savings, or tax-advantaged accounts explained. Produces a plain-language explainer of the common account categories (retirement/tax-advantaged, general/taxable, education, short-term), a match of your goals to the right account type, the order to prioritize them, and what to
Profile →npx skills add mohitagw15856/pm-claude-skills --skill investment-account-picker --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# Investment-Account Picker *Where* you hold your investments can matter as much as *what* you invest in — the right tax-advantaged account can save you thousands, and using the wrong wrapper (or missing free ones) leaves money on the table. But account types are a confusing, jurisdiction-specific alphabet soup. This explains the common *categories* in plain language, matches them to your goals, and gives a sensible priority order — then sends you to verify the specifics locally. Not financial advice. ## What This Skill Produces - **The account categories, plainly** — the common types by *purpose* (retirement/tax-advantaged, general/taxable brokerage, education/other goal-specific, and short-term/cash) — described generically since names vary by country - **Goal-to-account matching** — which kind of account fits which money (retirement money vs. a house deposit vs. general investing) - **A priority order** — the sensible sequence (e.g. grab any matched retirement account first — free money — then other tax-advantaged, then taxable) - **The free-benefits check** — the tax breaks and employer matches people commonly miss - **What to verify locally** — a clear flag that exact account
- What This Skill Produces
- Required Inputs
- Framework: Match Money To Wrapper, In The Right Order
- Output Format
- Account picker: goals [x] · [region]
- Quality Checks
- Anti-Patterns
- Example Trigger Phrases
What does the investment-account-picker skill do?
Understand which type of investment/savings account to use for your goal — the tax-advantaged vs taxable question, and which wrapper fits which money — so you don't leave free tax benefits on the table. Use when asked which account should I invest in, what's the difference between these account types, where should I put my savings, or tax-advantaged accounts explained. Produces a plain-language explainer of the common account categories (retirement/tax-advantaged, general/taxable, education, short-term), a match of your goals to the right account type, the order to prioritize them, and what to
How do I install it?
Run `npx skills add mohitagw15856/pm-claude-skills --skill investment-account-picker --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From mohitagw15856/pm-claude-skills, a repository with 1,277 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.