wellsfargo/net-worth-tracker/SKILL.md
Track account balances from Wells Fargo statement data with optional manual asset and liability entries to produce a simplified balance sheet and net worth trajectory over time.
npx skillsauth add serenorg/seren-skills net-worth-trackerInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
resolve_serendb uses connector.serendb.connectquery_balances uses connector.serendb.queryload_manual_entries uses transform.load_manual_entriescompute_balance_sheet uses transform.compute_balance_sheetcompute_net_worth_trajectory uses transform.compute_net_worth_trajectoryrender_report uses transform.renderpersist_networth_data uses connector.serendb.upserttesting
Review-first outreach skill for the default Seren Bucks affiliate program. It bootstraps affiliate context via /programs/discover, mines sent-mail history and address books for candidates, persists them into a skill-owned CRM, proposes an editable daily top-10, drafts outbound and reply batches for approval, reconciles affiliate and reply signals, enforces hard DNC, and returns a manual daily digest.
data-ai
Lean partner-link distribution skill for the seren-affiliates publisher program portfolio. Operates one publisher program per run. Bootstraps the affiliate profile (registering on first run), caches joined programs in serendb, ingests contacts from a pasted list or from Gmail/Outlook address books, drafts a pitch once per run via seren-models for operator approval, sends approved copy through Gmail (preferred) or Microsoft Outlook, enforces per-program dedupe plus a global unsubscribe list, and reports local plus live conversion and commission stats from seren-affiliates.
development
Family office: Process an incoming GP capital call notice end-to-end — confirm, fund, log, reconcile.
development
Work with Seren Bounty affiliate bounties: customers create and fund verifier-backed bounties; agents join to receive a referral_code and accrue earnings as qualifying events are verified; a release sweep pays matured earnings out of escrow.