dancingpea/wealth-dashboard

A Claude skill that interviews you about your money, builds a private dashboard of everything you and your household
own and owe, and keeps it up to date with a short monthly check-in. No app, no server, no spreadsheet to maintain.
Open the live demo (an invented household: every person and number is made up)
## What you get
Overview
Net worth, assets and debt for the household and for each person, with joint accounts split the way you choose
How it changed since 1 January, split into what you saved, what markets did, and gifts
Wealth over time from one month to all history, as lines or stacked by category, with debt netted or shown apart
Breakdown by category, and where your investments are by region
How you compare: your percentile for net worth, income per person, household income, earnings and saving rate,
against all households and your age group, in the countries you pick (EU countries, Norway, Switzerland, the US and more)
Every line you own and owe, how it updates, and what is estimated
Cash & spending: cash and how many months of spending it covers, monthly income against spending, where the money goes.
Goals
The 50/30/20 rule out of the box (needs at most half of income, wants at most 30%, keep at least 20%), checked over
the last month, 3 months or 12 months, month by month
Your own goals with deadlines: net worth, invested, assets, cash, debt or an emergency fund, with the date you reach
each at your current pace
Where you could get to: 30 years ahead in three return scenarios, in today's money if you like, with the month
each goal is reached
Investments: every position with its gain since you bought it, by asset class and account, and a price chart per
position. With the Interactive Brokers connector, an optional live tab straight from your account.
## How it works
1. Install the skill once (below).
2. Say "Set up my wealth dashboard." Claude asks plain questions for about 15 minutes. Rough numbers are fine,
and you can answer with screenshots of your banking and broker apps or with exports.
3. Claude builds your dashboard as a private artifact in your Claude account.
4. Once a month, a scheduled task refreshes what it can on its own (share and fund prices, exchange rates, crypto
balances, loan balances, your car's value), then sends you a short list of what it still needs, usually two or
three numbers. Anything you skip stays marked as estimated.
5. To change anything, ask: "make my savings goal 25%", "add a goal of 500k by 2032", "Robin and I split the joint
account 60/40", "compare us with Spain too", "add my new savings account".
## Install
### In the Claude app (web, desktop, mobile)
1. Download wealth-dashboard.zip.
2. In Claude, open Settings > Capabilities and make sure Code execution and file creation is on.
3. Open Customize > Skills and upload the zip.
4. Start a new chat and say: Set up my wealth dashboard.
### In Claude Code
/plugin marketplace add dancingpea/wealth-dashboard
/plugin install wealth-dashboard@wealth-dashboard
Then ask Claude to set up your wealth dashboard. Without artifacts, it is saved as a self-contained HTML page plus a
wealth.json file in a folder you choose (by default ~/wealth-dashboard/).