Compliance Checker

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 Wealthfront accounts for developers to programmatically monitor their automated investment portfolios. It allows checking portfolio balances, cash accounts, tax-loss harvesting status, and financial goals directly through Claude Code. Use this skill to integrate Wealthfront data into your development workflow for financial tracking and analysis.

The Ramp skill provides corporate card and spend management integration for developers working with financial data. It enables automated access to Ramp's platform through API credentials or browser automation for authenticated sessions. Use this skill when you need to programmatically manage corporate spending, track expenses, or analyze financial transactions within your development workflow.