Fund Advisor Pro

---

version: "2.0.0"

name: Fund Advisor

description: "Calculate DCA with annualized rates and plan rebalancing strategies easily. Use when modeling growth, comparing allocations, or simulating drawdown scenarios."

author: BytesAgain

homepage: https://bytesagain.com

source: https://github.com/bytesagain/ai-skills

---

# Fund Advisor Pro

Financial tracking and analysis tool. Record transactions, check balances, view summaries, manage budgets, set alerts, compare periods, forecast trends, and categorize spending — all from the command line with local storage.

Commands

| Command | Usage | Description |

|---------|-------|-------------|

| `track` | `fund-advisor-pro track <description> <amount>` | Record a transaction with description and amount |

| `balance` | `fund-advisor-pro balance` | Show current balance (references local ledger) |

| `summary` | `fund-advisor-pro summary` | Financial summary for current period (income vs expenses) |

| `export` | `fund-advisor-pro export` | Export transaction data to CSV format |

| `budget` | `fund-advisor-pro budget` | Budget overview — category, budget, spent, remaining |

| `history` | `fund-advisor-pro history` | Show the 20 most recent transactions from data log |

| `alert` | `fund-advisor-pro alert <item> <threshold>` | Set a price or budget alert for an item at a threshold |

| `compare` | `fund-advisor-pro compare` | Compare current period vs previous period |

| `forecast` | `fund-advisor-pro forecast` | Simple trend-based financial projection |

| `categories` | `fund-advisor-pro categories` | List spending categories (Food, Transport, Housing, etc.) |

| `help` | `fund-advisor-pro help` | Show help with all available commands |

| `version` | `fund-advisor-pro version` | Print version string |

Data Storage

All data is stored locally at `~/.local/share/fund-advisor-pro/` (override with `FUND_ADVISOR_PRO_DIR` env var):

No cloud services, no network calls, no API keys required. Fully offline.

Requirements

When to Use

1. **Tracking daily expenses** — Use `fund-advisor-pro track "lunch" 35` to record each transaction with a description and amount, building a local spending diary.

2. **Monthly budget reviews** — Use `fund-advisor-pro budget` to see category-level budget vs actual spending, then `fund-advisor-pro summary` for the overall period picture.

3. **Setting spending alerts** — Use `fund-advisor-pro alert "dining" 2000` to set thresholds and get notified when spending approaches limits.

4. **Period-over-period comparison** — Use `fund-advisor-pro compare` to see how current spending stacks up against the previous period and spot trends.

5. **Exporting data for external analysis** — Use `fund-advisor-pro export` to dump all transactions as CSV for import into spreadsheets or BI tools.

Examples

# Record a transaction
fund-advisor-pro track "grocery shopping" 150

# Check current balance
fund-advisor-pro balance

# View financial summary for current month
fund-advisor-pro summary

# See budget breakdown by category
fund-advisor-pro budget

# View last 20 transactions
fund-advisor-pro history

# Set an alert
fund-advisor-pro alert "entertainment" 500

# Compare current vs previous period
fund-advisor-pro compare

# Get a simple forecast
fund-advisor-pro forecast

# List all spending categories
fund-advisor-pro categories

# Export all data as CSV
fund-advisor-pro export

How It Works

Fund Advisor Pro stores all data locally in `~/.local/share/fund-advisor-pro/`. Every command logs its activity to `history.log` with timestamps in `MM-DD HH:MM` format. The main `data.log` file holds transaction records. All operations are purely local — no network access, no external APIs.

Notes

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