personal-capital

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 skill enables Claude to access SoFi financial data for viewing banking accounts, checking high-yield savings rates, monitoring loans, and tracking investment portfolios. It's ideal for developers who want to integrate personal finance monitoring into their workflows. Setup involves environment configuration and supports manual browser login for enhanced privacy control.

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.