Skip to content

feat(wellsfargo): add net-worth-tracker skill#42

Closed
taariq wants to merge 1 commit intomainfrom
feat/wellsfargo-net-worth-tracker
Closed

feat(wellsfargo): add net-worth-tracker skill#42
taariq wants to merge 1 commit intomainfrom
feat/wellsfargo-net-worth-tracker

Conversation

@taariq
Copy link
Contributor

@taariq taariq commented Mar 3, 2026

Summary

  • New wellsfargo/net-worth-tracker skill tracking net worth trends over time
  • Computes monthly inflow/outflow totals and cumulative running balance
  • Supports configurable starting balance for accurate absolute tracking
  • Persists monthly snapshots to SerenDB (wf_networth_* tables) with trend view
  • Includes smoke tests (all passing)

Test plan

  • Run pytest — all tests pass
  • Verify SKILL.md frontmatter
  • Confirm SerenDB schema applies cleanly

Taariq Lewis, SerenAI, Paloma, and Volume at https://serendb.com
Email: hello@serendb.com

Track net worth trends over time from Wells Fargo transaction data
in SerenDB. Computes monthly inflow/outflow totals, running balance,
and net worth trajectory. Includes SerenDB persistence and smoke tests.

Taariq Lewis, SerenAI, Paloma, and Volume at https://serendb.com
Email: hello@serendb.com
@taariq taariq closed this Mar 3, 2026
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant