How zubair-trabzada/ai-finance-claude works
This repository is a Claude Code personal-finance advisor built from a main /finance orchestrator, focused command skills, and a PDF report generator. The documented primary workflow is user input → parallel financial analysis → synthesized health score and action plan → PDF. The README documents the five analysis dimensions and command capabilities; sampled source confirms PDF generation from supplied data. Individual skill internals and the orchestrator’s exact wiring were not sampled, so uncertain links are omitted.
Main entry points: finance/SKILL.md Finance orchestrator · finance-report-pdf/SKILL.md PDF report command · finance-analyze/SKILL.md Parallel analysis · generate_finance_pdf.py PDF generator
Components 17
Orchestration
- Finance orchestrator
finance/SKILL.md - Parallel analysis
skills/finance-analyze/SKILL.md
Financial Analysis
- Quick snapshot
skills/finance-quick/SKILL.md - Cash flow budget
skills/finance-budget/SKILL.md - Debt payoff
skills/finance-debt/SKILL.md - Emergency fund
skills/finance-emergency/SKILL.md - Portfolio review
skills/finance-portfolio/SKILL.md
Planning Tools
- Retirement projections
skills/finance-retirement/SKILL.md - FIRE planning
skills/finance-fire/SKILL.md - Tax optimization
skills/finance-taxes/SKILL.md - Net worth
skills/finance-networth/SKILL.md - Goal planning
skills/finance-goals/SKILL.md - Scenario comparison
skills/finance-compare/SKILL.md - Product screening
skills/finance-screen/SKILL.md
Reporting
- PDF report command
skills/finance-report-pdf/SKILL.md - PDF generator
scripts/generate_finance_pdf.py
Other components
- Claude Code user
Connections 18
- Claude Code user → Finance orchestrator: runs /finance
- Claude Code user → Quick snapshot: runs command
- Claude Code user → Parallel analysis: runs command
- Claude Code user → Cash flow budget: runs command
- Claude Code user → Debt payoff: runs command
- Claude Code user → Emergency fund: runs command
- Claude Code user → Portfolio review: runs command
- Claude Code user → Retirement projections: runs command
- Claude Code user → FIRE planning: runs command
- Claude Code user → Tax optimization: runs command
- Claude Code user → Net worth: runs command
- Claude Code user → Goal planning: runs command
- Claude Code user → Scenario comparison: runs command
- Claude Code user → Product screening: runs command
- Claude Code user → PDF report command: runs command
- Finance orchestrator → Parallel analysis: launches analysis
- Finance orchestrator → PDF generator: provides plan data
- PDF report command → PDF generator: generates report