# zubair-trabzada/ai-finance-claude architecture

> Architecture diagram of the GitHub repository zubair-trabzada/ai-finance-claude, generated by GitDiagram from its file tree, README and a sample of source files (last updated 2026-09-28). It is an AI-made overview: check details against the source.

- Interactive diagram: https://gitdiagram.com/zubair-trabzada/ai-finance-claude
- Repository: https://github.com/zubair-trabzada/ai-finance-claude

## Overview

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`](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/finance/SKILL.md) (Finance orchestrator), [`skills/finance-report-pdf/SKILL.md`](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-report-pdf/SKILL.md) (PDF report command), [`skills/finance-analyze/SKILL.md`](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-analyze/SKILL.md) (Parallel analysis), [`scripts/generate_finance_pdf.py`](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/scripts/generate_finance_pdf.py) (PDF generator)

## Diagram (Mermaid)

```mermaid
flowchart TD

subgraph group_core["Orchestration"]
  node_finance["Finance orchestrator<br/>[SKILL.md]"]
  node_analyze["Parallel analysis<br/>[SKILL.md]"]
end

subgraph group_analysis["Financial Analysis"]
  node_quick["Quick snapshot<br/>[SKILL.md]"]
  node_budget["Cash flow budget<br/>[SKILL.md]"]
  node_debt["Debt payoff<br/>[SKILL.md]"]
  node_emergency["Emergency fund<br/>[SKILL.md]"]
  node_portfolio["Portfolio review<br/>[SKILL.md]"]
end

subgraph group_planning["Planning Tools"]
  node_retirement["Retirement projections<br/>[SKILL.md]"]
  node_fire["FIRE planning<br/>[SKILL.md]"]
  node_taxes["Tax optimization<br/>[SKILL.md]"]
  node_networth["Net worth<br/>[SKILL.md]"]
  node_goals["Goal planning<br/>[SKILL.md]"]
  node_compare["Scenario comparison<br/>[SKILL.md]"]
  node_screen["Product screening<br/>[SKILL.md]"]
end

subgraph group_reporting["Reporting"]
  node_pdfskill["PDF report command<br/>[SKILL.md]"]
  node_generator["PDF generator"]
end

node_user(("Claude Code user"))

node_user -->|"runs /finance"| node_finance
node_user -->|"runs command"| node_quick
node_user -->|"runs command"| node_analyze
node_user -->|"runs command"| node_budget
node_user -->|"runs command"| node_debt
node_user -->|"runs command"| node_emergency
node_user -->|"runs command"| node_portfolio
node_user -->|"runs command"| node_retirement
node_user -->|"runs command"| node_fire
node_user -->|"runs command"| node_taxes
node_user -->|"runs command"| node_networth
node_user -->|"runs command"| node_goals
node_user -->|"runs command"| node_compare
node_user -->|"runs command"| node_screen
node_user -->|"runs command"| node_pdfskill
node_finance -->|"launches analysis"| node_analyze
node_finance -->|"provides plan data"| node_generator
node_pdfskill -->|"generates report"| node_generator

click node_finance "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/finance/SKILL.md"
click node_analyze "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-analyze/SKILL.md"
click node_quick "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-quick/SKILL.md"
click node_budget "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-budget/SKILL.md"
click node_debt "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-debt/SKILL.md"
click node_emergency "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-emergency/SKILL.md"
click node_portfolio "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-portfolio/SKILL.md"
click node_retirement "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-retirement/SKILL.md"
click node_fire "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-fire/SKILL.md"
click node_taxes "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-taxes/SKILL.md"
click node_networth "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-networth/SKILL.md"
click node_goals "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-goals/SKILL.md"
click node_compare "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-compare/SKILL.md"
click node_screen "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-screen/SKILL.md"
click node_pdfskill "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-report-pdf/SKILL.md"
click node_generator "https://github.com/zubair-trabzada/ai-finance-claude/blob/main/scripts/generate_finance_pdf.py"

classDef toneNeutral fill:#f8fafc,stroke:#334155,stroke-width:1.5px,color:#0f172a
classDef toneBlue fill:#dbeafe,stroke:#2563eb,stroke-width:1.5px,color:#172554
classDef toneAmber fill:#fef3c7,stroke:#d97706,stroke-width:1.5px,color:#78350f
classDef toneMint fill:#dcfce7,stroke:#16a34a,stroke-width:1.5px,color:#14532d
classDef toneRose fill:#ffe4e6,stroke:#e11d48,stroke-width:1.5px,color:#881337
classDef toneIndigo fill:#e0e7ff,stroke:#4f46e5,stroke-width:1.5px,color:#312e81
classDef toneTeal fill:#ccfbf1,stroke:#0f766e,stroke-width:1.5px,color:#134e4a
class node_finance,node_analyze,node_user toneBlue
class node_quick,node_budget,node_debt,node_emergency,node_portfolio toneAmber
class node_retirement,node_fire,node_taxes,node_networth,node_goals,node_compare,node_screen toneMint
class node_pdfskill,node_generator toneRose
```

## Components

### Orchestration

- [Finance orchestrator](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/finance/SKILL.md): `finance/SKILL.md`
- [Parallel analysis](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-analyze/SKILL.md): `skills/finance-analyze/SKILL.md`

### Financial Analysis

- [Quick snapshot](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-quick/SKILL.md): `skills/finance-quick/SKILL.md`
- [Cash flow budget](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-budget/SKILL.md): `skills/finance-budget/SKILL.md`
- [Debt payoff](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-debt/SKILL.md): `skills/finance-debt/SKILL.md`
- [Emergency fund](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-emergency/SKILL.md): `skills/finance-emergency/SKILL.md`
- [Portfolio review](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-portfolio/SKILL.md): `skills/finance-portfolio/SKILL.md`

### Planning Tools

- [Retirement projections](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-retirement/SKILL.md): `skills/finance-retirement/SKILL.md`
- [FIRE planning](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-fire/SKILL.md): `skills/finance-fire/SKILL.md`
- [Tax optimization](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-taxes/SKILL.md): `skills/finance-taxes/SKILL.md`
- [Net worth](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-networth/SKILL.md): `skills/finance-networth/SKILL.md`
- [Goal planning](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-goals/SKILL.md): `skills/finance-goals/SKILL.md`
- [Scenario comparison](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-compare/SKILL.md): `skills/finance-compare/SKILL.md`
- [Product screening](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-screen/SKILL.md): `skills/finance-screen/SKILL.md`

### Reporting

- [PDF report command](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/skills/finance-report-pdf/SKILL.md): `skills/finance-report-pdf/SKILL.md`
- [PDF generator](https://github.com/zubair-trabzada/ai-finance-claude/blob/main/scripts/generate_finance_pdf.py): `scripts/generate_finance_pdf.py`

### Other components

- **Claude Code user**

## Connections

- 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