finance-substratelisted

Personal finance and tax management substrate for Colombian residents. Imports bank transactions, tax certificates, and DIAN data. Projects annual tax liability (Form 210) with certificate-level accuracy. Handles password-protected PDFs from Colombian banks. Zero external paid services — all data stays local.
broomva/skills · ★ 3 · AI & Automation · score 72

Install: claude install-skill broomva/skills

# Finance Substrate Self-hosted personal finance and Colombian tax management. No paid aggregators — imports from bank exports, parses tax certificates, and uses free open data APIs. ## Data Sources ### Automated (no manual export needed) | Source | Method | Data | Cost | |--------|--------|------|------| | **Gmail** (9 institutions) | GWS CLI (`gws gmail`) | Salary payments, bank notifications, certificates, PILA confirmations | Free | | **DIAN MUISCA** | `agent-browser` automation | Exogena XLSX, e-invoices XLSX, RUT PDF | Free | | **TRM (USD/COP)** | `datos.gov.co` REST API | Daily exchange rates | Free | ### Semi-automated (PDF parsing from user-provided files) | Source | Method | Data | Cost | |--------|--------|------|------| | Davivienda | PDF certificate + CSV export | Cuentas, AFC, rendimientos, GMF | Free | | Nubank Colombia | PDF certificate + CSV export | Rendimientos, retención, GMF | Free | | Nequi | PDF certificate | Saldo, rendimientos | Free | | RappiPay / RappiCard | PDF certificate | Saldo, deuda TC, cashback | Free | | Skandia | PDF certificate (multi-page) | Pensión oblig/vol, cesantías, retiros | Free | | Colmedica | PDF certificate | Medicina prepagada (Art. 387) | Free | | Banco de Bogotá | PDF certificate | Intereses crédito | Free | | Acciones & Valores | PDF certificate | Acciones, dividendos, FIC | Free | | DolarApp/ARQ | Manual entry | USD balance (patrimonio exterior) | Free | | PILA planillas | PDF from Compensar | SS contributions (salud,