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.
maintainer
clawdbot
Updated 1/20/2026
Stars
5
Forks
3
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.
Installation
$ install --globalskills.sh
Usage
Once installed, you can use this skill by running the following command in your terminal:
skills use copilot-money