Canadian Finance Planner Skill
by cjpatten
Canadian Finance Planner Skill is a Claude Agent Skill that turns the chatbot into a working personal financial planner. Built by developer cjpatten and tailored to Canadians, it shows how far a single skill file can push Claude past chat into a real advisory role. Instead of generic money tips, it runs a structured interview to learn your income, debts, goals and accounts, then builds a full budget and a concrete action plan. The standout is the output: it generates an interactive dashboard with charts so you can actually see your finances, not just read a wall of text, and it coaches you over time rather than handing you a one-shot answer. Because it's built for a specific country, it bakes in real local detail — registered account types, tax rules and government benefits — which is exactly the context a generic AI gets wrong. It's open source on GitHub, and you load it into Claude as a skill.
Installation
Key Features
- ✓Runs a structured interview to capture your income, debts, goals and accounts before giving advice
- ✓Builds a complete budget plus a concrete, step-by-step financial action plan
- ✓Generates an interactive dashboard with charts so you can see your finances, not just read them
- ✓Coaches you over time with ongoing check-ins instead of a single one-shot answer
- ✓Bakes in country-specific detail — registered account types, tax rules and government benefits
Use Cases
- →Getting a full, personalized budget and action plan from Claude instead of generic money advice
- →Visualizing your spending, savings and goals in an interactive dashboard
- →Planning around country-specific registered accounts, tax rules and benefits
- →Using a single skill file as a template for building your own AI financial advisor