Personal finance planning system for initial setup (interview), full reviews, and quick analysis. Tracks net worth, runway, spending, taxes, investments, and retirement projections. Generates an HTML dashboard. Triggers on 'financial advisor', 'analyze my finances', 'review my finances', 'what's my runway', 'look at these statements', or when financial documents are dropped. Do NOT use for business revenue analysis or general math questions.
How to install financial-advisor?
jonathanmalkin/jules/financial-advisor
$npx -y skills add jonathanmalkin/jules --skill financial-advisorInstalls into the current project.
›Prefer a prompt? Paste this to your agent
Run `npx skills use "https://github.com/jonathanmalkin/jules" --skill "jonathanmalkin/jules/financial-advisor"` and follow the generated skill instructions now. Read its complete output, redirecting it to a temporary file first if necessary. Resolve relative paths from the supporting-files directory it provides.
Use the skills in "https://github.com/jonathanmalkin/jules" that are relevant to the current task. Run `npx skills add "https://github.com/jonathanmalkin/jules"` and select the relevant skills, then follow their instructions.
Related
6 picksType
- stripe-best-practicesGuides Stripe integration decisions across API selection (Checkout Sessions vs PaymentIntents), Connect platform setup (Accounts v2, controller properties),…Jul 2026
- make-interfaces-feel-betterDesign engineering principles for making interfaces feel polished.Jul 2026
- clerkClerk authentication router. Use when user asks about Clerk CLI operations,Jul 2026
- okx-dex-marketHARD BLOCK — never use for prediction-market/Polymarket UpDown queries; route to okx-dapp-discovery when a named DApp…Jul 2026
- grimoire-polymarketQueries Polymarket market data and CLOB state, and manages CLOB orders via the Grimoire venue CLI wrapper backed by the official Polymarket CLI.May 2026
- clerk-billingClerk Billing for subscription management - render Clerk's PricingTableJul 2026
