Net Worth Tracker

For Claude: How to Use This Skill

Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.

When to Use

• track my net worth over time
• generate balance sheet from wells fargo data
• show net worth trajectory

Workflow Summary

1. resolve_serendb uses connector.serendb.connect
2. query_balances uses connector.serendb.query
3. load_manual_entries uses transform.load_manual_entries
4. compute_balance_sheet uses transform.compute_balance_sheet
5. compute_net_worth_trajectory uses transform.compute_net_worth_trajectory
6. render_report uses transform.render
7. persist_networth_data uses connector.serendb.upsert