copilot-money
SafeFinance
Query Copilot Money personal finance data (accounts, transactions, net worth, holdings.
SKILL.md
# Copilot Money CLI
Command-line interface for [Copilot Money](https://copilot.money), a personal finance app. Authenticate once and query accounts, transactions, holdings, and allocation data from your terminal.
> **Note:** This is an unofficial tool and is not affiliated with Copilot Money.
## Install
```bash
pip install copilot-money-cli
```
## Quick start
```bash
copilot-money config init
copilot-money accounts
copilot-money networth
```
## Commands
```bash
copilot-money refresh # Refresh all bank connections
copilot-money accounts # List accounts with balances
copilot-money accounts --type CREDIT # Filter by type
copilot-money accounts --json # Output as JSON
copilot-money transactions # Recent transactions (default 20)
copilot-money transactions --count 50 # Specify count
copilot-money networth # Assets, liabilities, net worth
copilot-money holdings # Investment holdings (grouped by type)
copilot-money holdings --group account # Group by account
copilot-money holdings --group symbol # Group by symbol
copilot-money holdings --type ETF # Filter by security type
copilot-money allocation # Stocks/bonds with US/Intl split
copilot-money config show # Show config and token status
copilot-money config init # Auto-detect token from browsers
copilot-money config init --source chrome # From specific browser
copilot-money config init --source manual # Manual token entry
```
## Authentication
Config stored at `~/.config/copilot-money/config.json`. The CLI auto-detects your Copilot Money refresh token from supported browsers on macOS.
- Auto-detect: `copilot-money config init`
- Explicit source: `copilot-money config init --source arc|chrome|safari|firefox`
- Manual entry: `copilot-money config init --source manual`
When using browser auto-detection, the CLI reads your browser's local IndexedDB storage to find your Copilot Money session token. This happens locally — no data is sent anywhere except to Copilot Money's API.
## Requirements
- Python 3.10+
- macOS for browser token extraction (manual token entry works everywhere)
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