italolelis
10 verified skills
finyx-tax
Investment tax advisor for German and Brazilian investors — Abgeltungssteuer, Sparerpauschbetrag, Vorabpauschale, DARF, come-cotas, cross-border DBA guidance. Use when the user asks about taxes, tax optimization, Steuererklärung, tax class, deductions, or investment taxation.
data-ai
finyx-insurance
Insurance advisor for Germany — portfolio overview, gap detection, per-type analysis (Haftpflicht, Hausrat, Kfz, Rechtsschutz, Zahnzusatz, Risikoleben, Reise, Fahrrad, Kfz-Schutzbrief, Mietkaution), PDF policy parsing, and health insurance (GKV vs PKV). Use when the user asks about insurance, Versicherung, coverage, policies, premiums, or any German insurance type.
testing
finyx-realestate
Real estate investment analysis for Germany — location scouting (Erbpacht, transport), property analysis (yield, Kaufnebenkosten, AfA), filtering, shortlist comparison, stress testing, advisor briefing, and mortgage rate research. Use when the user asks about real estate, property investment, Immobilien, mortgage, Kaufnebenkosten, rental yield, or location scouting.
testing
finyx-profile
Complete financial profile interview to create .finyx/profile.json — the shared context file read by all Finyx advisors. Use when the user wants to set up their financial profile, update personal data, or when no .finyx/profile.json exists and another skill needs it.
testing
finyx-help
Finyx help and status utility — list all available commands, check project status and workflow progress, and update Finyx to the latest version from npm. Use when the user asks what Finyx can do, needs help with commands, or wants to check status.
tools
finyx-invest
Investment portfolio advisor — ETF analysis, asset allocation, risk profiling, rebalancing, DCA vs lump sum, broker comparison (Germany + Brazil), tax-aware guidance, and live market data. Use when the user asks about investments, ETFs, portfolio, stocks, broker, rebalancing, or asset allocation.
testing
finyx-pension
Pension planning advisor for German (Riester/Rürup/bAV) and Brazilian (PGBL/VGBL/INSS) pension vehicles with cross-country retirement projection and gap analysis. Use when the user asks about pensions, retirement, Rente, Altersvorsorge, retirement savings, or retirement planning.
research
finyx-home
Home Assistant sensor integration bridge — air quality, humidity, temperature, sleep, weight, and blood pressure data correlated with health diary entries. Uses ha-mcp (user-side uvx install) as the sole MCP boundary via finyx-home-sensor-agent. Sub-skills: setup (one-time HA config), snapshot (current sensor state), audit (30/90-day environmental history), correlate (sensor vs. symptom cross-correlation as HYPOTHESES). Use when the user asks about: Home Assistant, HA sensor data, air quality correlation, sleep environment analysis, indoor humidity, CO2, PM2.5, VOC, allergen exposure tracking, sensor staleness, environmental audit, correlate sensors with symptoms. Does NOT cover: medical diagnosis, clinical advice, automated home control, non-health sensor analytics. Sibling skill finyx-health covers symptoms, records, and clinical preparation. All sensor-symptom correlations are HYPOTHESES — never causal claims. Prerequisites: ha-mcp installed (see README.md). HOMEASSISTANT_TOKEN env var set to a Long-Lived Access Token. finyx-home setup run once.
tools
finyx-insights
Cross-domain financial health dashboard for DE/BR investors. Synthesizes signals from tax, investment, pension, insurance, and real-estate data into a unified report — income-allocation analysis (needs/wants/savings/debt vs benchmarks), tax efficiency score, net worth snapshot, goal pace tracking, emergency fund check, and a ranked top-5 of highest-€-impact actions across all domains. Use when the user asks about their overall financial health, "how am I doing financially", a financial overview, an annual review, or wants prioritized cross-domain recommendations. Does NOT do single-domain deep dives — for portfolio recommendations use finyx-invest, for tax optimization use finyx-tax, for retirement gap use finyx-pension.
development
finyx-health
Pre-visit preparation and health education for adults in Germany. Helps users arrive at medical appointments prepared — symptom intake (OPQRST/SOCRATES), record decoding (Arztbriefe, Laborbefunde), differential context with AWMF/ IQWiG/Cochrane citations, doctor sourcing (KV Berlin first, Germany-wide expansion when warranted), G-BA Vorsorgekatalog gap analysis, medication checks (PRISCUS 2.0), §27b SGB V second-opinion case structuring. Use when the user asks about: symptoms, Arztbrief, Laborbefund, Befund decoding, pre-visit preparation, finding a Facharzt / GP / Hausarzt in Berlin, Vorsorge, Check-up 35, Krebsfrüherkennung, IGeL, PRISCUS, medication interactions, second opinion, Maximalversorger, certified Zentrum, health diary, symptom tracking, biomarker logging, blood pressure log, weight log, mood log, sleep log, appointment tracking, Doctolib search, samedi search, Arzttermin, Terminsuche. Does NOT cover: clinical diagnosis, treatment recommendations, dose changes, automated booking, ePA integration, pediatric care, Brazilian health system, wearables ingest. Sibling skill finyx-home covers Home Assistant sensor data.
tools