Personal financial planning framework — retirement targets, education fund, balance sheet, and portfolio gap analysis.
Response language
match the user's input language — Simplified Chinese / Traditional Chinese / English.
When to use
Trigger on prompts asking for:
Retirement savings planning —
"我什么时候能退休"
,
"退休需要多少钱"
,
"retirement planning"
Education fund targets —
"孩子的教育金怎么规划"
,
"education fund"
Balance sheet and net worth review —
"帮我梳理资产负债表"
,
"net worth overview"
Gap analysis —
"我离目标还差多少"
,
"gap analysis"
,
"财务目标差距"
Cash flow and savings rate —
"我的储蓄率"
,
"monthly savings capacity"
Requires Longbridge login with Trade scope for account data.
Workflow
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Installs
433
Repository
longbridge/skills
GitHub Stars
14
First Seen
May 11, 2026
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