SuperAPI AI Directory

financial-knowledge-manager

Office & productivity

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Updated 10-15 20:09

About this skill

Financial Knowledge Manager

Analyzes financial-related data provided by the user, routes it to the references file of the appropriate knowledge skill, and adds it.

Skill Routing Map

Topic Target Skill Addition Location
Investment/Financial Products financial-investment-guide references/products.md or strategies.md
Tax/Tax Saving financial-tax-guide references/income-tax.md, property-tax.md, gift-inheritance-tax.md
Insurance/Coverage financial-insurance-guide references/products.md or coverage-analysis.md
Debt/Loans financial-debt-management references/loan-products.md or repayment-strategies.md
Life Planning/Retirement/Education financial-life-planning references/retirement.md or major-expenses.md
Budget/Expenses/Savings financial-budget-management references/budget-worksheet.md or expense-analysis.md

Basis for all skill paths: skills/ (relative to project root)

Workflow

Step 1: Data Analysis

Identify the topic of the data provided by the user.

  • If multiple topics are mixed, separate them by topic
  • If the topic is unclear, request confirmation from the user

Step 2: Determine Target Skill

Determine the target skill and file based on the routing map above.

  • Select the appropriate file based on the nature of the data (e.g., product information → products.md, strategy information → strategies.md)
  • Check whether the corresponding skill directory exists

Step 3: Read Target File

Read skills/{대상 스킬}/references/{대상 파일}
  • If the file does not exist, create a new one
  • If an existing file exists, identify its structure and format

Step 4: Add Data

Maintain the existing format and add data to the appropriate section.

Step 5: Verification

Check the number of lines in the file.

  • Over 500 lines suggest file splitting when

Data Addition Rules

  1. Maintain Existing Format: Follow the markdown heading structure, list style, and table format of the target file exactly
  2. Add to Appropriate Section: Add at the bottom of the relevant section; if it is a new category, create a new section
  3. Preserve Table Structure: When adding rows to an existing table, maintain column alignment and separator lines
  4. Specify Source: If there is a data source, record it as a footnote or inline
  5. Date Tag: Record the time of addition in the <!-- updated: YYYY-MM-DD --> format at the top of the section