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Plaid - Banking Integration
Finance & Accounting
Connect to the Plaid finance platform for bank account aggregation and transaction data. Access financial data across multiple institutions through a unified API.
Sharesight - Portfolio Tracker
Finance & Accounting
Manage Sharesight investment portfolios, holdings, and custom groups. Track your stock portfolio performance with detailed analytics and reporting.
Backtesting Frameworks
Finance & Accounting
Build robust backtesting systems for trading strategies while avoiding look-ahead bias, survivorship bias, and properly modeling transaction costs.
Stripe Billing Operations
Finance & Accounting
Manages Stripe payments and billing with progressive disclosure, saving 90%+ context. Includes customers, subscriptions, invoices, payments, and products.
Tax Professional - US Tax Advisor
Finance & Accounting
US tax advisor and deduction optimizer. Get guidance on tax planning, identify potential deductions, and optimize your tax strategy for maximum savings.
YNAB - Budget Manager
Finance & Accounting
Manage YNAB (You Need A Budget) budgets, accounts, and categories from the command line. Keep your zero-based budget on track with AI assistance.
Expense Tracker Pro
Finance & Accounting
Track expenses via natural language, get spending insights and budget analysis. Simply describe your purchases and the skill categorizes and tracks them automatically.
Portfolio Rebalancing Recommendation Generator
Finance & Accounting
Generates specific rebalancing recommendations based on allocation drift analysis to restore 25/25/25/25 Permanent Portfolio targets with exact dollar amounts and trade priorities.