Srivatsa-Kasagar

Wealth Guide — Development skill for Claude Code

Development community

A Claude Code skill that puts a team of six financial specialists on your case.

How to install Wealth Guide

This entry records only its repository, not the path inside it, so there is no exact command to give. Open Srivatsa-Kasagar/wealth-guide and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What Wealth Guide does

A Claude Code skill that puts a team of six financial specialists on your case. You answer 10 questions about your money. They analyze your situation in parallel — a diagnostician, a research analyst, a market analyst, a strategist, a risk officer, and a planner. You get a CFP-quality wealth plan with real numbers, specific fund tickers, tax strate

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README

Wealth Guide

Works for the US, Canada, and India. No signup. No API keys. Just install and say "wealth guide."

![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)

What You Get

A 12-section financial plan that reads like you hired a certified financial planner:

Section	What's In It
Executive Summary	Net worth snapshot, projected growth, timeline to your goal
Financial Position	Net worth breakdown, cash flow, health score with benchmarks
Wealth Projections	3 scenarios (conservative/base/optimistic) projected year-by-year
Strategy Blueprint	3-5 ranked strategies with fund tickers, dollar amounts, verdicts
Debt Strategy	Per-debt-type breakdown: payoff math, refinancing, prepay vs invest
Tax Strategy	Account optimization, contribution priority, asset location map
Cash Flow Plan	Savings waterfall with dollar amounts, year-by-year targets
Risk Assessment	Stress test (40% crash + job loss), sensitivity analysis
Action Plan	Every action in one table: priority, owner, deadline
Market Context	Live market data via web search (rates, indices, opportunities)
Learning Path	3-phase curriculum with books, resources, time estimates
Key Dates	Tax deadlines, contribution deadlines, review schedule

Here's what the executive summary actually looks like:

| Metric                          | Current (Age 35)  | Projected (Age 45, 2036)     |
|---------------------------------|-------------------|------------------------------|
| Total Net Worth (est.)          | ₹1,24