cfo
Household cash flow and liquidity: spending trends, savings rate, debt service, emergency runway, and goal funding.
Skill by elliottrjacobs
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
Use cases: finance
Reviews
Write a reviewNo 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.
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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
- Repository
- github.com/elliottrjacobs/family-office
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from elliottrjacobs
- 0.596score
briefing
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Quick read-only status from cached data: holdings, sync coverage, last review, and quotes.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
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Whole-portfolio investment decisions against the policy statement: allocation drift, rebalancing, concentration, performance, and where new money goes.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
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Score a company with the compounder playbook.
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eli5
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Re-explain the previous report or answer in plain language with a concrete example, keeping the numbers, uncertainty, and action unchanged.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
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Find gaps in estate and continuity readiness: wills, trusts, beneficiaries, account titling, insurance, and document locations.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
all-weather
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Test the whole portfolio against the all-weather playbook: balance across growth, inflation, and deflation regimes.
SkillAFreshness: A★ 3Claude Code +9
Cite this page
cfo skill. Agent Mart. https://agentmart.dev/skills/elliottrjacobs-cfo (last updated 2026-10-24)