Open Source · 26 Agents · Built for India

Your money, smartly
stacked

Ask it anything about your money — taxes, mutual funds, retirement, NRI rules. It gives you answers that even your CA charges lakhs for. Free. And it gets smarter every time you use it.

Get Started See what it can do
wealthstack
$ claude --plugin-dir ./Wealth-Stack
Loading 26 agents, 22 skills...
 
>
26
AI agents with persistent memory
22
specialized slash commands
8
CLI tools for analysis
₹0
open source, forever

Capabilities

YOUR PORTFOLIO

Know exactly where your money is

Upload your Zerodha or Groww statement. See what you hold, how much you made, which stocks are too heavy, and where the gaps are.

/wealthstack:portfolio
SAVE ON TAXES

Pay only what you owe, not a rupee more

Find losses you can book to cancel out gains. Know when to sell and when to wait. Works with the new 12.5% LTCG and 20% STCG rules.

/wealthstack:tax-optimize
PMS & AIF

Before you invest Rs 50L+, check this

Compare top PMS and AIF products side by side. Fees, past returns, hidden charges, lock-in periods — all in one place before you commit.

/wealthstack:pms-aif
NRI MONEY

Investing from abroad? It's complicated. We simplify it.

Which account to use (NRE vs NRO), which investments are blocked, how to send money back to India, and how to avoid double taxation.

/wealthstack:nri-wealth
PLAN YOUR GOALS

Retirement, kids' education, dream house — plan it all

Tell us your goals and timeline. We calculate exactly how much SIP you need per month, which funds to pick, and if you're on track.

/wealthstack:goal-planner
BIG FAMILIES

Rs 100 Crore+ families need a proper structure

Trusts, HUF, wills, who inherits what, how to pass on wealth without disputes. Built for business families who want peace of mind.

/wealthstack:family-office
AND THERE'S MORE

Risk checks, compliance,
reports — all covered

How risky is my portfolio?

Tells you if your investments can survive a market crash like 2008 or COVID. Simple score — safe, moderate, or aggressive.

/wealthstack:risk-assess

Am I following the rules?

Checks if your portfolio follows SEBI guidelines. Too much in one stock? Missing KYC? It flags everything.

/wealthstack:compliance

One-click report for clients

Generates a beautiful report you can share with your advisor, CA, or family. All your numbers, neatly formatted.

/wealthstack:client-report

Which mutual fund should I pick?

Compares funds by returns, fees, and category. Shows you direct plans that save you 0.5-1% every year vs regular plans.

/wealthstack:mutual-funds

Is my insurance enough?

Checks if your term life and health cover are adequate. If you have old LIC policies, it tells you whether to keep or surrender.

/wealthstack:insurance-audit

Can I retire early?

Calculates your FIRE number — how much you need to never work again. Tells you the monthly SIP to get there.

/wealthstack:retirement-calc
YOUR TEAM

26 experts that remember
everything you tell them

Like having a full wealth management team — tax CA, insurance advisor, NRI specialist, retirement planner — all in one place. And they never forget.

26 specialist agents · all included
FOR EVERYONE

Whether you invest Rs 5 lakh
or Rs 500 crore

Retail
< ₹50 Lakhs
  • /goal-planner
  • /mutual-funds
  • /tax-filing
  • /retirement-calc
Affluent
₹50L – 5Cr
  • /risk-assess
  • /financial-plan
  • /goal-planner
  • /stock-screener
HNI
₹5Cr – 25Cr
  • /hni-advisory
  • /pms-aif
  • /tax-optimize
  • /rebalance
UHNI
₹25Cr – 100Cr
  • /hni-advisory
  • /compliance
  • /pms-aif
  • /nri-wealth
Family Office
₹100Cr+
  • /family-office
  • /compliance
  • /nri-wealth
  • /client-report
START IN 2 MINUTES

Copy. Paste. Ask.

STEP 01

Clone

Get the repository.

git clone https://github.com/revanupoju/Wealth-Stack.git
STEP 02

Load

Start Claude Code with the plugin.

claude --plugin-dir ./Wealth-Stack
STEP 03

Ask

Start with any skill.

/wealthstack:goal-planner "retire at 50"
YOUR MONEY IS PRIVATE

Your data never leaves
your computer

No app to download. No account to create. No server storing your financial details. Everything runs on your machine. Period.

100% Local

Portfolio data, risk profiles, reports — everything lives in your local filesystem. No server, no database, no cloud.

No Data Leaves

No telemetry, no analytics, no third-party API calls with your data. Delete the folder and it's gone forever.

Open Source

Every line of code is on GitHub. MIT licensed. Audit it yourself. No hidden endpoints, no obfuscation.

IT LEARNS

The more you use it,
the smarter it gets

Ask about NRI tax rules today — it remembers tomorrow. New budget changes? It updates itself. Like a CA who reads every circular and never forgets.

Your personal knowledge base, always growing.

/wealthstack:research/wealthstack:audit

Stop guessing.
Start stacking.

Free. Open source. No sign-up.
Just you and your money, finally making sense.

git clone https://github.com/revanupoju/Wealth-Stack.git


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