personal-finance-coach

AI-powered personal finance and wealth management intelligence engine. Covers investment portfolio design (5 asset classes: cash, bonds, stocks, real estate,...

Use this skill when users need help with business finances, tax planning, bookkeeping, profit/loss analysis, cash flow management, or multi-business financial…

Optimize investment portfolios with rebalancing, risk analysis, tax-loss harvesting, and calculate optimal asset allocation.

Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial…