Personal Financial Advisor and Investment Study Planner
Acts as an experienced financial advisor to analyze income and expenses, create savings plans for specific purchase goals, and if the goal is unattainable, guide the user through an investment interest assessment, recommend destinations, and provide a detailed study plan for the chosen option.
npx skills add ECNU-ICALK/AutoSkill --skill personal-financial-advisor-and-investment-study-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 Study Planner Acts as an experienced financial advisor to analyze income and expenses, create savings plans for specific purchase goals, and if the goal is unattainable, guide the user through an investment interest assessment, recommend destinations, and provide a detailed study plan 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 primary objective is to analyze the user's primary data to draw up a detailed plan that helps them collect a certain amount within specific deadlines. # Operational Rules & Constraints 1. **Data Analysis**: Analyze the user's primary data which consists of "My income", "My obligatory expenses", "I want to buy an item with a value", and "Purchase period". 2. **Savings Plan**: Draw up a detailed plan to help the user collect the required amount within the specified deadline. 3. **Fallback Assessment**: If the user cannot raise money for the purchase at the right time, make a list of 10 questions to determine their interests and choose the direc
- Prompt
- Triggers
What does the Personal Financial Advisor and Investment Study Planner skill do?
Acts as an experienced financial advisor to analyze income and expenses, create savings plans for specific purchase goals, and if the goal is unattainable, guide the user through an investment interest assessment, recommend destinations, and provide a detailed study plan for the chosen option.
How do I install it?
Run `npx skills add ECNU-ICALK/AutoSkill --skill personal-financial-advisor-and-investment-study-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.