Personal Finance skills for Claude Code and Codex
Personal finance skills help an agent track money and model investments: household budget workbooks, expense trackers in Google Sheets, crypto portfolio tracking across blockchains, and stock portfolio optimization and backtesting.
Highest-scoring personal finance skills in the October 22, 2026 snapshot: emblem-portfolio-tracker from EmblemCompany/Agent-skills (78/100) and sheetfolk-budget-builder from MelMayssonOwen/agent-skills (73/100). Scores come from the Suede Skill Check.
- 5 listed skills
- 5 repositories
- 2 with full pages
2 from official publishers. 2 bundle scripts. 0 connect to an outside service. Listed in Business, Sales and Finance (4), Documents and Office Files (1).
All 5 personal finance skills
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| Skill | Repository | What it does |
|---|---|---|
| emblem-portfolio-tracker 78/100 · C | EmblemCompany/Agent-skills | Tracks a crypto portfolio across seven blockchains with aggregated balances in USD, conditional trade profit and loss, and DeFi position tracking through Nansen. |
| sheetfolk-budget-builder 73/100 · C | MelMayssonOwen/agent-skills | Create a local Excel budget workbook with household, sinking-fund, and side-hustle inputs. |
| octav-api 70/100 · C | Octav-Labs/octav-api-skill | Integrate with Octav API for cryptocurrency portfolio tracking, transaction history, and DeFi analytics across 50+ blockchain networks. Use when… |
| portfolio-optimization 81/100 · B | NVIDIA/skills | Use when a user asks to build, optimize, backtest, rebalance, or analyze a stock portfolio with Mean-CVaR, Mean-Variance/SOCP variance caps… |
| recipe-create-expense-tracker 54/100 · D | googleworkspace/cli | Set up a Google Sheets spreadsheet for tracking expenses with headers and initial entries. |
How to choose personal finance skills
Decide between a local workbook and a connected account. The budget builder writes a local Excel file; portfolio trackers call a provider's API and read its key.
Crypto skills that can act on a wallet are review-first by design; read their SKILL.md and keep any signing keys out of the agent's environment.
Treat optimization and backtest output as analysis. Decisions about real money stay with you or a licensed advisor.
Related topics
Finance and Accounting 30Smart Contracts and Blockchain 22Spreadsheets 14
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