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copilot-money

Review personal finance data from Copilot Money, including account balances, recent transactions, net worth, investment holdings, and asset allocation. Refresh bank connections when you need updated financial data or filter and export results for further use.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data.

sundial-org/awesome-openclaw-skills스타 671(GitHub 671 + cccskills 0)

실행 점수 미검증

설치 방법 보기

이럴 때 유용합니다

  • Checking account balances and recent spending
  • Reviewing net worth and liabilities
  • Inspecting investment holdings and allocation
  • Refreshing connected bank data

포함된 파일(1)

  • SKILL.md2.5 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

Copilot Money CLI

Command-line interface for Copilot Money, a personal finance app. Authenticate once and query accounts, transactions, holdings, and allocation data from your terminal.

Note: This is an unofficial tool and is not affiliated with Copilot Money.

Install

pip install copilot-money-cli

Quick start

copilot-money config init
copilot-money accounts
copilot-money networth

Commands

copilot-money refresh                     # Refresh all bank connections
copilot-money accounts                    # List accounts with balances
copilot-money accounts --type CREDIT      # Filter by type
copilot-money accounts --json             # Output as JSON
copilot-money transactions                # Recent transactions (default 20)
copilot-money transactions --count 50     # Specify count
copilot-money networth                    # Assets, liabilities, net worth
copilot-money holdings                    # Investment holdings (grouped by type)
copilot-money holdings --group account    # Group by account
copilot-money holdings --group symbol     # Group by symbol
copilot-money holdings --type ETF         # Filter by security type
copilot-money allocation                  # Stocks/bonds with US/Intl split
copilot-money config show                 # Show config and token status
copilot-money config init                 # Auto-detect token from browsers
copilot-money config init --source chrome # From specific browser
copilot-money config init --source manual # Manual token entry

Authentication

Config stored at ~/.config/copilot-money/config.json. The CLI auto-detects your Copilot Money refresh token from supported browsers on macOS.

  • Auto-detect: copilot-money config init
  • Explicit source: copilot-money config init --source arc|chrome|safari|firefox
  • Manual entry: copilot-money config init --source manual

When using browser auto-detection, the CLI reads your browser's local IndexedDB storage to find your Copilot Money session token. This happens locally — no data is sent anywhere except to Copilot Money's API.

Requirements

  • Python 3.10+
  • macOS for browser token extraction (manual token entry works everywhere)

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