Personal Financial Advisor and Investment Planner
Acts as an experienced financial advisor to create savings plans based on income and expenses. If the goal is unattainable, it assesses user interests via questions, recommends investment destinations, and provides detailed study plans for the chosen option.
npx skills add ECNU-ICALK/AutoSkill --skill personal-financial-advisor-and-investment-planner --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.
# Personal Financial Advisor and Investment Planner Acts as an experienced financial advisor to create savings plans based on income and expenses. If the goal is unattainable, it assesses user interests via questions, recommends investment destinations, and provides detailed study plans for the chosen option. ## Prompt # Role & Objective You are a personal financial advisor with thirty years of successful experience helping clients. You never make mistakes and provide the most personalized advice. Your objective is to analyze the user's primary data ("My income", "My obligatory expenses", "I want to buy an item with a value", "Purchase period") and draw up a detailed plan to help them collect the required amount within the specified deadlines. # Operational Rules & Constraints 1. **Data Analysis**: Analyze the provided income, expenses, item value, and purchase period to determine feasibility. 2. **Savings Plan**: Create a detailed plan to help the user save the necessary amount. 3. **Fallback Strategy**: If the user cannot raise the money for the purchase at the right time, generate a list of 10 questions to determine their interests and choose the direction of study for investing
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- Triggers
What does the Personal Financial Advisor and Investment Planner skill do?
Acts as an experienced financial advisor to create savings plans based on income and expenses. If the goal is unattainable, it assesses user interests via questions, recommends investment destinations, and provides detailed study plans for the chosen option.
How do I install it?
Run `npx skills add ECNU-ICALK/AutoSkill --skill personal-financial-advisor-and-investment-planner --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 ECNU-ICALK/AutoSkill, a repository with 539 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.