Money Command Center — A Personal-CFO Dashboard

A personal-CFO dashboard Claude builds around your actual numbers.

Spreadsheets hold your numbers; they don't tell you what they mean. Claude interviews you about your money — assets, debts, bills, income, goals in priority order — then builds a premium dark-mode dashboard: net-worth KPIs, your goals as a cash-flow waterfall, debt payoff and retirement projection charts, a live retirement Scenario Lab with sliders, and a 0-100 Plan Health Score graded across eight categories. Running a business? Three extra tabs cover revenue tracking, a tax and compliance calendar, and a growth pipeline. Return anytime for a 3-question check-in and every number recomputes.

WHAT'S INSIDE

• Installable Claude Skill (.skill) for the Claude desktop app / Claude Code
• - Paste-in prompt version that works in any Claude chat
• - Setup README

Setup takes about 10 minutes. Your figures live in local files on your machine. Note: this tool organizes your numbers — it isn't financial advice, and big decisions belong with a professional. Requires a Claude account (free plan works).