findash
A Claude Code plugin that pulls bank, credit card and brokerage data into a private SQLite ledger and a localhost React dashboard. Skills handle syncing, setup and diagnostics for personal finance tracking.

A Claude Code plugin that pulls bank, credit card and brokerage data into a private SQLite ledger and a localhost React dashboard. Skills handle syncing, setup and diagnostics for personal finance tracking.
Use when the user says "fetch bank data", "pull from bank", "fetch hapoalim", "fetch cal", "fetch credit card", "pull from cal",…
Use when the user says "fetch investments", "fetch ibkr", "fetch interactive brokers", "pull portfolio", "fetch brokerage",…
Use when the user says "doctor", "finance doctor", "check finance setup", "what's missing", or any "is everything set up?"…
Use when the user says "set up findash", "onboard", "first-time setup", "get findash running", "configure findash", or is…
Use when the user says "sync finance", "daily sync", "run the morning sync", "fetch my finances", "ingest new docs", "run…
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