wealthfront
View automated portfolio, check cash account, monitor tax-loss harvesting, and track goals on Wealthfront
Installation
SKILL.md
Overview Enables Claude to access Wealthfront to view robo-advisor managed portfolios, check high-yield cash account balances, monitor tax-loss harvesting activity, and track financial goals.
Option 1: Manual Browser Login (Recommended) If you prefer not to share credentials with Claude Code:
Option 2: Environment Variables If you're comfortable sharing credentials, you can store them locally:
View automated portfolio, check cash account, monitor tax-loss harvesting, and track goals on Wealthfront Source: andrejones92/canifi-life-os.
Facts (cite-ready)
Stable fields and commands for AI/search citations.
- Install command
npx skills add https://github.com/andrejones92/canifi-life-os --skill wealthfront- Category
- </>Dev Tools
- Verified
- —
- First Seen
- 2026-02-01
- Updated
- 2026-02-18
Quick answers
What is wealthfront?
View automated portfolio, check cash account, monitor tax-loss harvesting, and track goals on Wealthfront Source: andrejones92/canifi-life-os.
How do I install wealthfront?
Open your terminal or command line tool (Terminal, iTerm, Windows Terminal, etc.) Copy and run this command: npx skills add https://github.com/andrejones92/canifi-life-os --skill wealthfront Once installed, the skill will be automatically configured in your AI coding environment and ready to use in Claude Code or Cursor
Where is the source repository?
https://github.com/andrejones92/canifi-life-os
Details
- Category
- </>Dev Tools
- Source
- user
- First Seen
- 2026-02-01