notoriouslab/personal-cfo
personal-cfo , Reference implementation — 展示非專業投資人如何用確定性運算做退休軌道監控。銀行帳單進，財務報表出，資料留在本地。Fork 後依照你的情況改 config.yaml 就能用。
Performs deterministic monthly financial audits by parsing bank statements (CSV/Markdown) into multi-currency P&L, balance sheets, and retirement glide-path diagnostics; runs retirement projections using configurable inflation/return assumptions to validate the 4% withdrawal rule. Designed as a modular CLI tool that integrates with the `doc-cleaner` → `gmail-statement-fetcher` pipeline, supports offline mode with cached market data, and exposes shell-callable commands compatible with AI agent frameworks via `SKILL.md`.
Stars
6
Forks
2
Language
Python
License
MIT
Category
Last pushed
Mar 16, 2026
Commits (30d)
0
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