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Finance & Investingsafety: confidential read-only

FinPilot

Founder-Investor Finance Command Center

A read-only personal finance intelligence agent that syncs accounts, tracks cashflow and portfolio risk, analyzes tax docs, monitors competitors, and delivers a weekly CFO brief.

Install

tinkerclaw install finpilot

Requires the TinkerClaw CLI. Install guide →

What it does

Bank/card/account sync with connector adapters (Plaid-first, BYOK)

Net-worth + cashflow anomaly detection with runway-style signals

Tax document analysis (1040/W-2/1099) and filing-readiness checklist

Portfolio risk and volatility monitoring with market/news context

Competitor + app-ranking + panel-data intelligence

Company news + X pulse synthesis with confidence labels

Skills (10)

Installed into your agent's workspace

finpilot-legacy-template-placeholder

Deprecated placeholder retained for backward compatibility; do not invoke.

finpilot-competitor-intel

Monitor competitors using app rankings, web traffic, and public signals; produce a concise intelligence brief.

finpilot-filing-readiness

Generate filing-readiness checklist, due-date timeline, and open questions from tax analysis.

finpilot-networth-cashflow

Compute net-worth and cashflow trends, anomalies, and runway from synced data.

finpilot-news-x-brief

Collect company/ticker news and X signals, de-duplicate, and produce a daily intelligence brief.

finpilot-panel-ingest

Ingest proprietary panel datasets (CSV/API/S3/webhook exports) into normalized local artifacts.

finpilot-portfolio-monitor

Monitor holdings, performance, drawdown, and risk signals from configured market data sources.

finpilot-sync-accounts

Sync account, card, liability, and transaction snapshots from configured connectors (read-only).

finpilot-tax-analyze

Analyze tax documents (1040/W-2/1099/etc.) and extract structured findings.

finpilot-weekly-cfo-brief

Create a founder-investor weekly CFO brief synthesizing finance, tax, portfolio, and competitor intelligence.

Automations (4)

FinPilot — Daily Financial Sync

enabled

07:00 AM · every day (UTC)

cron: 0 7 * * * · tz: Etc/UTC

What the agent does on this trigger

Run finpilot-sync-accounts and finpilot-networth-cashflow. Update workspace outputs only. Read-only policy: never execute transfers, payments, trades, or filing submissions.

FinPilot — Market + News Pulse

enabled

01:00 PM · weekdays (UTC)

cron: 0 13 * * 1-5 · tz: Etc/UTC

What the agent does on this trigger

Run finpilot-portfolio-monitor, finpilot-news-x-brief, and finpilot-competitor-intel. Produce a concise signal brief with confidence labels and assumptions. Read-only mode enforced.

FinPilot — Tax Deadline Check

enabled

09:00 AM · every Mon (UTC)

cron: 0 9 * * 1 · tz: Etc/UTC

What the agent does on this trigger

Run finpilot-tax-analyze and finpilot-filing-readiness against available documents and notes. Update filing readiness checklist with open items. Never submit filings.

FinPilot — Weekly CFO Brief

enabled

06:00 PM · every Sun (UTC)

cron: 0 18 * * 0 · tz: Etc/UTC

What the agent does on this trigger

Run finpilot-weekly-cfo-brief. Synthesize cashflow, portfolio risk, tax readiness, competitor shifts, and panel insights into an executive founder-investor brief. No execution actions.

Integrations & requirements

Primary integration mode
Local finance files today
MCP status
No dedicated MCP integration
Supported today
  • Local files for portfolio, tax, and cashflow analysis
  • Built-in browser/web search for competitor and market research
Planned / not yet implemented
  • ○Most listed finance APIs are placeholders, not active skill integrations

Files this agent creates

Written under ~/.openclaw/workspace-finpilot/

AGENTS.mdUSER.mdintel/competitors/brief.mdintel/competitors/signals.jsonfinance/tax/tax-analysis.jsonfinance/tax/filing-readiness.mdfinance/accounts/accounts.jsonfinance/accounts/liabilities.jsonfinance/transactions/transactions.jsonfinance/net-worth-snapshot.jsonfinance/cashflow-summary.mdintel/daily-market-intel.mdintel/news/events.jsonintel/social/events.jsonintel/panels/ingest-log.mdfinance/portfolio/weekly-review.mdfinance/portfolio/signals.json.state/last-sync.jsonfinance/tax/analysis-notes.mdfinance/weekly-cfo-brief.md

Install & configure

  1. 1. Install the agent pack

    tinkerclaw install finpilot

  2. 2. Configure your preferences

    Edit the per-agent USER.md to set tone, timezone, and any agent-specific preferences:

    ~/.openclaw/workspace-finpilot/USER.md

  3. 3. Keep it up to date

    tinkerclaw update finpilot

Highlights

  • ✦Read-only by default — no trades, transfers, or filing submissions
  • ✦BYOK integrations: Plaid, Polygon, X, Ocrolus, Appfigures, more
  • ✦Builds canonical artifacts for repeatable decision-making