personal-finance-coach

Expert personal finance coach with deep knowledge of tax optimization.

What this skill does for you

Expert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building strategies grounded in academic research. Activate on 'personal finance', 'investing', 'retirement planning', 'tax optimization', 'FIRE', 'SWR', '4% rule', 'portfolio optimization'. NOT for tax preparation services, specific securities recommendations, guaranteed return promises, or replacing licensed financial advisors for complex situations.

Quoted from the skill description in the pinned source

Who made it

Publishercuriositech

Repositorysome_claude_skills

Installs729as of Sep 27, 2026

Use it with Edge

Set up Edge for me: read getedge.cc/SKILL.md and follow it. Then use Edge to load the personal-finance-coach skill from curiositech/some_claude_skills.

Paste it into Claude, ChatGPT, Codex or Cursor.

Or read the skill source first.

Security evidence

Security state at 2026-09-30: reviewed. State definitions. This records static evidence for this revision; live load eligibility is checked again.

3 static scans, 0 counted findings. The listed scanners recorded the results shown for this package revision.

Scanner	Date	Result
Edge static checks	2026-09-27	Pass
Cisco skill-scanner	2026-09-27	Pass
Semgrep Edge rules	2026-09-27	Pass

Static scans check the code, not how well the skill works.

Scanner scope, raw findings and mirrored provider records

Socket (skills.sh mirror): Version unavailable. Scope: Not supplied by the mirrored record. Revision: not supplied. Raw findings: not supplied. Counted findings: Not supplied.

Snyk (skills.sh mirror): Version unavailable. Scope: Not supplied by the mirrored record. Revision: not supplied. Raw findings: not supplied. Counted findings: Not supplied.

Edge static checks (Edge-run): edge-static/1.0.1. Scope: Static patterns for remote execution, credentials with network sends, obfuscation, prompt overrides, hidden Unicode, binaries and persistence. Revision: 6713fc7a6451c8dee5903b98cd2063ff4cbf7317. Raw findings: . Counted findings: .

Cisco skill-scanner (Edge-run): cisco-skill-scanner/2.1.0. Scope: Local static, YARA, pipeline and behavioral analyzers; no LLM or AI Defense analysis. Revision: 6713fc7a6451c8dee5903b98cd2063ff4cbf7317. Raw findings: 1. Counted findings: .

Semgrep Edge rules (Edge-run): semgrep/1.178.0+edge-rules.c15016a36fd3+offline-v1. Scope: Six Edge-authored static rules with Semgrep CE; offline execution and metrics disabled. Semgrep-maintained rules excluded. Revision: 6713fc7a6451c8dee5903b98cd2063ff4cbf7317. Raw findings: . Counted findings: .

Source and licence

Repository: https://github.com/curiositech/some_claude_skills
Pinned skill file: View source at revision
Revision: 6713fc7a6451c8dee5903b98cd2063ff4cbf7317
Package hash: sha256:8ebe27da3cc665fc0ca1d034652cfd06ba701f8c3dc55a42f424f921d9570322
Licence: MIT