An AI-powered financial assistant that automates expense logging, visualizes spending habits, and provides witty financial advice.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install hoang-expense-tracker
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install hoang-expense-tracker using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is AI Personal CFO?
AI Personal CFO is a comprehensive personal finance management tool designed for AI agents. It enables users to record transactions, monitor budgets, and gain insights into their spending habits through simple natural language commands. By integrating this skill, users can transform their AI agent into a proactive financial advisor that handles the tedious aspects of bookkeeping while providing visual data representations.
This skill leverages Openclaw Skills to bridge the gap between conversational AI and structured financial data. Whether you need to log a quick coffee purchase or analyze a month's worth of expenses, the AI Personal CFO provides a seamless interface to maintain your financial health without manual spreadsheet entry.
AI Personal CFO Use Cases
- Recording daily expenditures like food, transport, and shopping through natural language.
- Generating visual spending reports and charts for weekly or monthly reviews.
- Setting and monitoring category-specific budgets to prevent overspending.
- Requesting AI-driven financial critiques or roasts to stay motivated about saving goals.
How AI Personal CFO Works
- The user provides a financial command in natural language (e.g., "Spent 50k on lunch").
- The AI agent extracts key entities such as amount, category, and description.
- The agent triggers a Python-based finance manager script using the exec tool within the Openclaw Skills environment.
- The script updates the local ledger or generates the requested visual report (PNG chart).
- The agent provides a confirmation message or displays the generated chart to the user.
AI Personal CFO Setup
To deploy this skill, ensure the finance manager script is located in your workspace and accessible via the CLI:
# Create the script directory
mkdir -p ~/.openclaw/workspace/expense-tracker/scripts/
# Ensure Python 3 is installed and move the manager script into place
# The skill invokes the script using:
python3 ~/.openclaw/workspace/expense-tracker/scripts/finance_manager.py --help
AI Personal CFO Data Schema & Taxonomy
The skill manages data across several dimensions to ensure accurate financial tracking:
| Data Type | Attributes | Description |
|---|---|---|
| Expenses | amount, category, desc | Tracks individual transactions with categories like Food, Transport, etc. |
| Budgets | category, limit | Defines maximum spending thresholds for specific categories. |
| Visuals | chart_path | Path to generated PNG files for spending visualization. |
| Feedback | roast/advise | Textual output based on spending patterns analysis. |
AI Personal CFO Advanced Features
- Intelligent category mapping for automated classification of expenses.
- Dynamic chart generation for instant visual financial analysis.
- Personality-driven 'roast' mode for humorous and engaging financial coaching.
- Support for multi-category budgeting and real-time limit monitoring via Openclaw Skills.
SKILL.md
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