claude-credit-audit

Connect to IB Gateway to inspect quotes, option chains, positions, portfolio Greeks, P&L, concentration, earnings exposure, and wheel cycles, or preview how a proposed trade would change risk. Most scripts are read-only; order placement is isolated behind two explicit opt-in gates. Real-time Greeks require the relevant IBKR market-data subscriptions, and the output is intended for research rather than financial advice.

european-company-registers queries official sources in Germany, France, Poland, and the UK through command-line scripts and an agent skill, returning the fields each source exposes as JSON, such as revenue, assets, earnings, officers, share capital, legal form, or filing history. It needs no paid company-data provider, but some German paths require the Claude CLI, a stealth browser, or pdftotext, and UK access needs a free API key. Austria, Spain, and the Netherlands are not covered.

Wealthfolio keeps portfolio holdings, transactions, performance, net worth, spending, and financial goals in a local SQLite database. It supports multiple accounts, asset types, currencies, benchmark comparisons, and return calculations without requiring cloud storage. Optional read-only broker synchronization covers more than 30 institutions, and the app is available on Windows, macOS, Linux, iOS, or as a self-hosted web service.

Manta is a desktop invoicing app for freelancers and people who occasionally need invoices, estimates, or receipts without adopting a full accounting service. Users can enable or hide form fields, reorder line items by dragging, customize templates and statuses, and export a PDF for printing or email. Financial data stays on the local machine, but the project describes itself as beta software rather than a complete bookkeeping system.