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cfo

Household cash flow and liquidity: spending trends, savings rate, debt service, emergency runway, and goal funding.

Skill by elliottrjacobs

IndexedMIT★ 3
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Install

Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/elliottrjacobs-cfo

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Household cash flow and liquidity: spending trends, savings rate, debt service, emergency runway, and goal funding. Use for 'where is the money going', 'can we afford X', 'monthly budget review'.

Use cases: finance

No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools
No tools found
Secrets
None asked for
Install scripts
None found

Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/cfo

What's inside

Skill name
cfo
Description
Household cash flow and liquidity: spending trends, savings rate, debt service, emergency runway, and goal funding. Use for 'where is the money going', 'can we afford X', 'monthly budget review'.
License
MIT
Metadata
args: <subject> · tier: balanced · group: household · invocation: implicit · report-kind: cfo · default-context: full
Instructions
11 lines in SKILL.md · view on GitHub

Files (1)

  • SKILL.md

SKILL.md (first lines)

# Cfo

Follow the skill skeleton in AGENTS.md.

Assess liquidity, recurring cash flow, spending trends, debt service, and goal funding. Separate transfers and exceptional items from operating spending. Prioritize actions by household consequence and distinguish missing accounts from zero balances.

Run the commands declared in metadata with --json. Use fo start for the report path and prior. Include Evidence, Analysis, Data gaps, and Next actions. Include What changed when a prior exists. Cite applicable corrections and explain how the proposed action complies.

Close the report with: Reply with corrections in your next task.

From elliottrjacobs/family-office, MIT.

More from elliottrjacobs/family-office

Signals

Stars
3
Forks
0
Open issues
0
Last commit (this folder)
Oct 15, 2026 (13 days ago)

From GitHub (fetched Oct 24, 2026).

Details

License
MIT
First seen
Oct 24, 2026
Last checked
Oct 24, 2026

More from elliottrjacobs

Cite this page

cfo skill. Agent Mart. https://agentmart.dev/skills/elliottrjacobs-cfo (last updated 2026-10-24)