betterment

Compliance Checker is a complex skill for evaluating regulatory adherence across finance, tax, employment, and data privacy. It identifies compliance gaps and provides remediation guidance, making it ideal for audit preparation and risk assessment. Developers can integrate it to help applications perform automated compliance checks within business operations.

This Betterment skill enables Claude to access your robo-advisor investment data for portfolio monitoring and financial planning. It allows viewing automated portfolios, tracking goal progress, checking cash reserves, and reviewing tax coordination features. Use this skill when you need Claude to analyze your Betterment investment performance or provide financial insights based on your account data.

This Claude Skill enables developers to access Fidelity investment data, allowing them to view account balances, check portfolio performance, and research funds directly within their workflow. It's ideal for automating financial monitoring or integrating portfolio data into applications, though it does not execute trades. Setup involves environment configuration for authentication, prioritizing user privacy with optional manual browser login.

The Brex skill integrates business financial management into Claude Code, enabling developers to access card transactions, banking data, and spend controls. Use it when building applications that require automated financial operations or expense tracking within the Brex platform. It supports both API key authentication and manual browser login for flexible credential management.