Open Banking Io
davila7/claude-code-templates
Read bank account balances and transactions from EU/UK banks via the open-banking.io PSD2 API.
当用户需要在银行财富管理场景下,围绕再平衡进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。
$ npx skills add aifinlab/FinClaw --skill bank-t189-wealth-management-rebalancing-assistant -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw bank-t189-wealth-management-rebalancing-assistant --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bank-t189-wealth-management-rebalancing-assistant .claude/skills/bank-t189-wealth-management-rebalancing-assistant && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "bank-t189-wealth-management-rebalancing-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t189-wealth-management-rebalancing-assistant into .claude/skills/bank-t189-wealth-management-rebalancing-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t189-wealth-management-rebalancing-assistant", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t189-wealth-management-rebalancing-assistantType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add aifinlab/FinClaw --skill bank-t189-wealth-management-rebalancing-assistant -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw bank-t189-wealth-management-rebalancing-assistant --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/bank-t189-wealth-management-rebalancing-assistant .agents/skills/bank-t189-wealth-management-rebalancing-assistant && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "bank-t189-wealth-management-rebalancing-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t189-wealth-management-rebalancing-assistant into .agents/skills/bank-t189-wealth-management-rebalancing-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t189-wealth-management-rebalancing-assistant", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t189-wealth-management-rebalancing-assistant -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw bank-t189-wealth-management-rebalancing-assistant --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/bank-t189-wealth-management-rebalancing-assistant .cursor/skills/bank-t189-wealth-management-rebalancing-assistant && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "bank-t189-wealth-management-rebalancing-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t189-wealth-management-rebalancing-assistant into .cursor/skills/bank-t189-wealth-management-rebalancing-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t189-wealth-management-rebalancing-assistant", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/aifinlab/FinClaw.git --path skills/bank-t189-wealth-management-rebalancing-assistant--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add aifinlab/FinClaw --skill bank-t189-wealth-management-rebalancing-assistant -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw bank-t189-wealth-management-rebalancing-assistant --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/bank-t189-wealth-management-rebalancing-assistant .gemini/skills/bank-t189-wealth-management-rebalancing-assistant && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "bank-t189-wealth-management-rebalancing-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t189-wealth-management-rebalancing-assistant into .gemini/skills/bank-t189-wealth-management-rebalancing-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t189-wealth-management-rebalancing-assistant", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install aifinlab/FinClaw bank-t189-wealth-management-rebalancing-assistantInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add aifinlab/FinClaw --skill bank-t189-wealth-management-rebalancing-assistant -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/bank-t189-wealth-management-rebalancing-assistant .github/skills/bank-t189-wealth-management-rebalancing-assistant && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "bank-t189-wealth-management-rebalancing-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t189-wealth-management-rebalancing-assistant into .github/skills/bank-t189-wealth-management-rebalancing-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t189-wealth-management-rebalancing-assistant", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t189-wealth-management-rebalancing-assistant -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aifinlab/FinClaw bank-t189-wealth-management-rebalancing-assistant --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/bank-t189-wealth-management-rebalancing-assistant .opencode/skills/bank-t189-wealth-management-rebalancing-assistant && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "bank-t189-wealth-management-rebalancing-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t189-wealth-management-rebalancing-assistant into .opencode/skills/bank-t189-wealth-management-rebalancing-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t189-wealth-management-rebalancing-assistant", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
bank-t189-wealth-management-rebalancing-assistant当用户需要在银行财富管理场景下,围绕再平衡进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。
Bank T189 Wealth Management Rebalancing Assistant is an agent skill from aifinlab/FinClaw. 当用户需要在银行财富管理场景下,围绕再平衡进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。
Its SKILL.md is about 560 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including scripts and reference files (for example `references/rebalancing-input-schema.json` and `scripts/rebalance_plan.py`).
The licence is Apache-2.0.
6 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Ships 1 file in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
pythonFrom the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Bank T189 Wealth Management Rebalancing Assistant loads about 564 tokens when it runs, and up to ~668 if it reads all its reference files. Until then it costs about 32 tokens; SKILL.md has 99 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 99 words, ~564 tokens.
.claude/skills/bank-t189-wealth-management-rebalancing-assistant/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.本技能面向银行财富管理场景,核心是把客户目标、风险承受能力、期限约束、家庭资产配置和市场环境组织成可解释、可沟通、可合规落地的建议。 当前这支 skill 更偏向服务 理财经理、财富顾问和私行团队,输出时要特别注意 把客户目标、风险偏好和市场环境组织成可解释建议。
scripts/rebalance_plan.py:基于持仓与目标权重输出再平衡草案(买入/卖出方向与金额)references/rebalancing-input-schema.json:脚本输入结构示例references/rebalancing-input-schema.json)python scripts/rebalance_plan.py --input input.json --output rebalance.csv --summary rebalance.txtasset:资产名称action:买入/卖出trade_value:建议调仓金额(不含费用、税费)reason:偏离度与目标权重解释© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
SKILL.md and 2 other files (scripts, references) in skills/bank-t189-wealth-management-rebalancing-assistant of aifinlab/FinClaw.
Open the folder on GitHubat commit 9e62862
Bank T189 Wealth Management Rebalancing Assistant next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Bank T189 Wealth Management Rebalancing Assistant this skillaifinlab/FinClaw | 255 | — | ~564 | Automated safety check: Pass | Apache-2.0 | |
| Open Banking Iodavila7/claude-code-templates | 33k | — | ~472 | Automated safety check: Pass | MIT | |
| Generic Assistantmastra-ai/mastra | 29k | — | ~1.1k | Automated safety check: Pass | Custom licence | |
| Model Bank Metadatalobehub/lobehub | 83k | — | ~2k | Automated safety check: Pass | Custom licence | |
| N8n Docs Assistantn8n-io/n8n | 207k | — | ~550 | Automated safety check: Pass | Custom licence | |
| Banknoskillish/bankmcp | 277 | — | ~1.1k | Automated safety check: Pass | MIT |
davila7/claude-code-templates
Read bank account balances and transactions from EU/UK banks via the open-banking.io PSD2 API.
mastra-ai/mastra
Fallback authoring playbook for building general-purpose personal assistant agents that do not fit a more specific archetype.
lobehub/lobehub
Fills and maintains the knowledgeCutoff, family and generation fields on model cards in LobeHub's model bank, from a single new model up to repo-wide backfills.
n8n-io/n8n
Answers n8n product, setup, credential, node, hosting, API, and usage questions from current n8n docs.
noskillish/bankmcp
Answer questions about the user's own bank accounts and money using the bank MCP tools (listaccounts, getbalances, gettransactions, watches).
Atmosphere/atmosphere
Knowledge base assistant that retrieves and cites documents from a curated index.
aifinlab/FinClaw
A skill your agent uses when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management…
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate-risk monitoring assistant for enterprise litigation/penalty/enforcement scanning (处罚/诉讼/被执行/失信等).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate client operating-volatility monitoring assistant (经营监测/指标波动/预警解释).
aifinlab/FinClaw
A skill your agent uses when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate credit issue-list assistant (问题清单/补件清单/催办台账).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate credit approval-opinion drafting assistant (审批意见/条款建议/有条件同意).
当用户需要在银行财富管理场景下,围绕再平衡进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。. Bank T189 Wealth Management Rebalancing Assistant is an agent skill from aifinlab/FinClaw.
Run `npx skills add aifinlab/FinClaw --skill bank-t189-wealth-management-rebalancing-assistant -a claude-code`. Or copy the skill folder (skills/bank-t189-wealth-management-rebalancing-assistant in aifinlab/FinClaw) into .claude/skills/bank-t189-wealth-management-rebalancing-assistant in your project. Claude Code loads it when a task matches its description.
Run `npx skills add aifinlab/FinClaw --skill bank-t189-wealth-management-rebalancing-assistant -a codex`. Or copy the skill folder (skills/bank-t189-wealth-management-rebalancing-assistant in aifinlab/FinClaw) into .agents/skills/bank-t189-wealth-management-rebalancing-assistant in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill bank-t189-wealth-management-rebalancing-assistant -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bank-t189-wealth-management-rebalancing-assistant, .gemini/skills/bank-t189-wealth-management-rebalancing-assistant, .github/skills/bank-t189-wealth-management-rebalancing-assistant and .opencode/skills/bank-t189-wealth-management-rebalancing-assistant in your project.
Going by SKILL.md and its folder, Bank T189 Wealth Management Rebalancing Assistant needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
Bank T189 Wealth Management Rebalancing Assistant is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 564 tokens (SKILL.md is roughly 2.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 104 tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Bank T189 Wealth Management Rebalancing Assistant: Open Banking Io (davila7/claude-code-templates, 33k stars), Generic Assistant (mastra-ai/mastra, 29k stars), Model Bank Metadata (lobehub/lobehub, 83k stars) and N8n Docs Assistant (n8n-io/n8n, 207k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.
Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.