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finance-investmentbusiness

copilot-money

Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data.

sundial-org
maintainer
sundial-org
آخر تحديث 2/1/2026
النجوم
565
التفرعات
75
quick start

Installation and usage

Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data.

التثبيت
$ install --globalskills.sh
الاستخدام

بعد التثبيت، يمكنك استخدام هذه المهارة بتشغيل الأمر التالي في الطرفية:

skills use copilot-money