Wealthinsight Agent

Q: What is a Claude Code skill and how does the Wealthinsight Agent skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Wealthinsight Agent is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: General · Sub-category: business-ops · Last updated: 2026-07-31

type:review

Create an account, record, and retrieve personal bookkeeping data in WealthInsight (资产观察) through its scoped Agent API, including assets, balance changes, income, expenses, stock or fund trades, net worth, and runway. Use when a user asks an AI agent to sign up for a finance tracker, keep books, log spending or income, record a transaction, or review finances; says 记账、注册记账账户、记录开销、记录收支、资产记账、录入交易, 記帳、家計簿、支出を記録, contabilidad personal, registrar gastos, suivi des dépenses, or Haushaltsbuch; or mentions WealthInsight, getwealthinsight.com, or a wiag_ token.

Security AStatic scan found no risk patternsHow grading works ›

From the source SKILL.md

Use WealthInsight as the user's personal-finance system of record through its scoped HTTP API.

What this skill does

Wealthinsight Agent is a community-contributed Claude Code skill in the business-ops sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/wealthinsight-agent/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when a user asks an AI agent to sign up for a finance tracker, keep books, log spending or income, record a transaction, or review finances; says 记账、注册记账账户、记录开销、记录收支、资产记账、录入交易, 記帳、家計簿、支出を記録, contabilidad personal, registrar gastos, suivi des dépenses, or Haushaltsbuch; or mentions WealthInsight, getwealthinsight.com, or a wiag_ token.

Who uses this skill

The Wealthinsight Agent Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 174,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/wealthinsight-agent
curl -L https://claudskills.com/skills/wealthinsight-agent/SKILL.md \
  -o ~/.claude/skills/wealthinsight-agent/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/wealthinsight-agent/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/wealthinsight-agent/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\wealthinsight-agent\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Wealthinsight Agent Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/wealthinsight-agent/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Wealthinsight Agent skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Wealthinsight Agent skill?

Use Wealthinsight Agent when your Claude Code task falls under the General category — specifically in the business ops area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Wealthinsight Agent" or describe the task and let Claude pick). Browse related skills at /category/general/.

What is a Claude Code skill and how does the Wealthinsight Agent skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Wealthinsight Agent is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/StupidHod/wealthinsight-agent-skill/blob/HEAD/skills/wealthinsight-agent/SKILL.md
License: MIT
Author: StupidHod
Website: https://getwealthinsight.com

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

StupidHod. (2026). Wealthinsight Agent [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/wealthinsight-agent/

BibTeX

@misc{wealthinsight-agent-2026,
  author    = {StupidHod},
  title     = {Wealthinsight Agent [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/wealthinsight-agent/}
}

Embed this skill

Promote, attribute, or link this skill from your own README, blog post, or documentation. All three snippets are free to use — no sign-up, no API key. More distribution surfaces →

Badge

[![ClaudSkills](https://claudskills.com/badge/wealthinsight-agent.svg)](https://claudskills.com/skills/wealthinsight-agent/?utm_source=badge&utm_medium=readme&utm_campaign=skill_badge)

Security scan

Grade A · scanned 2026-08-02 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
✓ Execution
✓ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/wealthinsight-agent/#security)

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Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills. · What's New · Install guide · About · llms.txt

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