Betterment Skill

Overview

Enables Claude to access Betterment to view robo-advisor managed portfolios, track goal-based investing progress, check cash reserve balances, and review tax-smart features.

Quick Install

curl -sSL https://canifi.com/skills/betterment/install.sh | bash

Or manually:

cp -r skills/betterment ~/.canifi/skills/

Setup

Configure via canifi-env: