Agent skill · data analytics · mvanhorn
pp-simplefin
Pull every bank, card, and brokerage account through SimpleFIN into a local SQLite ledger — with net worth, cash flow, recurring-charge detection, and holdings gain/loss no single bank app can show. Trigger phrases: `what's my net worth`, `check my account balances`, `find my subscriptions`, `how much did I spend this month`, `show my portfolio gain`, `sync my bank accounts`, `use simplefin`, `run simplefin`.
Why this skill is useful
Adds a CLI tool for syncing and analyzing financial data across multiple institutions, which is not commonly available in standard financial applications.
What it needs
Requires simplefin-pp-cli installed locally. About 8k tokens when loaded. Last updated 2026-08-06. 1,890 stars on the source repository.
What this skill does
<!-- GENERATED FILE — DO NOT EDIT. This file is a verbatim mirror of library/payments/simplefin/SKILL.md, regenerated post-merge by tools/generate-skills/. Hand-edits here are silently overwritten on the next regen. Edit the library/ source instead. See the repository agent guide, section "Generated artifacts: registry.json, cli-skills/". --> SimpleFIN — Printing Press CLI Prerequisites: Install the CLI This skill drives the simplefin-pp-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first: 1. Install via the Printing Press installer. It defaults binaries to $HOME/.local/bin on macOS/Linux and %LOCALAPPDATA%\Programs\PrintingPress\bin on Windows: 2. Verify: simplefin-pp-cli --version 3. Ensure the reported install directory is on $PATH for the agent/runtime that will invoke this skill. If the npx install fails (no Node, offline, etc.), fall back to a direct Go install (requires Go 1.26.6 or newer). This installs into $GOPATH/bin (default $HOME/go/bin), so add that directory to $PATH instead: If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds. Every existing SimpleFIN tool is an importer into someone else's app. This is a CLI and a local database you own: sync once (rate-limit aware), then run cross-institution analytics offline. networth tracks your trajectory over time, recurring surfaces hidden subscriptions, portfolio computes holdings gain/loss the ecosystem ignores, and export bridges into Beancount/Ledger. When to Use This CLI Use this CLI when you want programmatic, offline, cross-institution access to your own financial data: balances, transactions, holdings, net worth, cash flow, and subscription detection. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills mvanhorn/pp-simplefin