Budget Planner

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 Wise (formerly TransferWise) to view multi-currency account balances, check real-time exchange rates, and monitor international transfers. Use it when you need to programmatically track cross-border payment activity or fetch current exchange rate data within your financial workflows. It requires authentication via environment variables or manual browser login for secure access.

This skill enables Claude to access Robinhood data for viewing portfolio performance, checking stock/crypto prices, and researching investments. It's ideal for developers who want to monitor financial positions without manual logins. Note that it only provides read-only access and cannot execute trades.