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Personal Finance Skill (Agent Skills Protocol)

75-tool AI skill covering banking, trading, tax filing and market intel for 40+ AI agents

PluginfreeUnited States

This is an AI agent skill that connects banking (Plaid), trading (Alpaca), portfolio monitoring (IBKR) and US tax-form parsing to any compatible AI assistant, letting a user manage their finances through natural language. All financial math is computed deterministically by the tools, not guessed by the AI, and trades require explicit human approval.

Categories
personal financeinvestingtax planning

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