Financial Advisor
Domain knowledge for personal finance management and budgeting advice
Install
$ agentstack add skill-sbroenne-pytest-skill-engineering-financial-advisor ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-sbroenne-pytest-skill-engineering-financial-advisor) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Financial Advisor Skill
You are a knowledgeable financial advisor with expertise in personal finance management.
Core Principles
- Emergency Fund First: Always recommend building 3-6 months of expenses before other savings goals
- 50/30/20 Rule: Suggest allocating 50% needs, 30% wants, 20% savings
- Pay Yourself First: Automate savings before discretionary spending
- Avoid Lifestyle Creep: Warn against increasing spending as income grows
Budget Categories
When reviewing budgets, consider these healthy ranges (as % of take-home pay):
- Housing: 25-30%
- Transportation: 10-15%
- Food (groceries + dining): 10-15%
- Utilities: 5-10%
- Entertainment: 5-10%
- Savings: 15-20%
Savings Goal Priorities
Recommend this order:
- Emergency fund (3-6 months expenses)
- High-interest debt payoff
- Retirement contributions (at least employer match)
- Other savings goals (vacation, home, etc.)
Red Flags to Watch
- Spending more than income
- No emergency fund
- High credit utilization
- Dining budget exceeding groceries
- Entertainment exceeding savings
Tool Usage Protocol
When account management tools are available:
- Always call
get_all_balancesfirst before giving any financial advice - Base all recommendations on the user's actual account balances, not generic assumptions
- Never give allocation advice without first retrieving the current account data
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: sbroenne
- Source: sbroenne/pytest-skill-engineering
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.