Skills for Real Engineers. Straight from my .agents directory.
39 skills
personal-cfo
Agent skill from
When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow, big-purchase decisions, savings/investment what-ifs for a household. Ships with a house scenario template; other scenarios (refi, car, education, retirement, side income) slot in as templates. Outputs markdown scenario comparison tables. Saves scenarios to ~/Documents/personal-cfo/ with an index in ~/.config/makerskills/personal-cfo/archive/. Not for company books or monthly reporting (that's company-cfo). Composes with decide, deep-research (rental comps, rates), business-brainstorm, second-brain. Triggers on \"/personal-cfo,\" \"model this scenario,\" \"house math,\" \"rental forecast,\" \"monthly cash flow,\" \"what if I rent out the ADU,\" \"compare these housing scenarios,\" \"should we buy this house,\" \"house-hack math,\" \"renovation budget.\"
How to install personal-cfo
install personal-cfo
# install the makerskills pack with the skills CLI
npx skills add coreyhaines31/makerskills# or add only this skill to Claude Code: copy the folder
skills/personal-cfo/
# into
~/.claude/skills/personal-cfo/ (all projects)
.claude/skills/personal-cfo/ (one project)
1# /personal-cfo — Personal financial scenario modeling23This skill is for a household (you + partner): housing decisions, monthly cash flow, big purchases, scenario what-ifs. Pair it with a business-books CFO skill if you also run one for a company — the DNA is the same, the domain is different.45## Step 1 — Pick the scenario type67| Invocation | Type | What it models |8|---|---|---|9| `/personal-cfo house` (default for now) | **house** | Buy a house + rental income scenarios (ADU / bedrooms / combinations) + renovations + monthly cash flow |10| `/personal-cfo refi` | **refi** | Refinancing scenarios |11| `/personal-cfo cash-flow` | **cash-flow** | Generic monthly cash flow (income, expenses, savings rate) |12| `/personal-cfo big-purchase` | **big-purchase** | Should we buy X (car, education, equipment) — cash vs finance vs lease comparisons |13| `/personal-cfo side-income` | **side-income** | Adding a side income stream — break-even, tax implications |14| `/personal-cfo savings-what-if` | **savings-what-if** | What if we put $X into Y for N years — index funds, real estate, etc. |1516For v0.1, only the **house** template is fleshed out. Others are sketched in `references/templates/` as stubs.1718## Step 2 — Gather inputs1920Ask in a structured batch. For house mode, see `references/templates/house.md` for the full input questionnaire. Core fields:2122**Property**23- Purchase price24- Down payment (% or $)25- Mortgage rate + term (years)26- Property taxes (annual)27- HOA (monthly, if any)28…
Excerpt shown under the repository's MIT license.
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