finance-guru

Plugin finance-guru from marketplace finance-guru in AojdevStudio/Finance-Guru. Commands read from the repo's manifest — 2 days ago.

Skills (20)

• finance-report

  Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.

• monte-carlo

  Run Monte Carlo simulations for Finance Guru portfolio strategy. USE WHEN user mentions monte carlo OR run simulation OR stress test portfolio OR probability analysis OR income projections OR margin safety analysis. Supports a 4-layer portfolio (Growth, Income, Hedge, GOOGL) with operator-supplied s

• portfolio-syncing

  Refresh positions and balances from SnapTrade into family_office.db, then validate the snapshot. Reads live positions, cost basis, SPAXX, and margin from the DB (never a stale CSV). USE WHEN user mentions sync portfolio OR update positions OR portfolio-sync OR refresh positions OR downloaded from Fi

• transaction-syncing

  Refresh investment activities and card/bank expenses into family_office.db, then review spending. Investment activities come from the DB transactions table (SnapTrade); debit-card and bank spending comes from the DB bank_transactions table (SimpleFIN), auto-categorized. Sync-first so nothing is stal

• compliance-scan

  Privacy and security compliance scanner for the Finance Guru repo. Catches API tokens, account numbers, dispatcher URLs, owner-name leaks, untracked sensitive files, and gitignore gaps before they reach GitHub. Use this skill whenever the user says "compliance scan", "is this safe to push", "scan fo

• dividend-tracking

  Refresh the local DB, then read and analyze DIVIDEND rows from family_office.db for Layer 2 income tracking. Sync-first so dividend income is never stale; symbol resolution for null tickers is handled in the activities sync. Triggers on sync dividends, update dividends, dividend tracker, layer 2 inc

• fin-core

  Finance Guru™ Core Context Loader Auto-loads essential Finance Guru system configuration and user profile at session start. Ensures complete context availability for all financial operations.

• fin-guru-checklist

  Run a pass or fail checklist from fin-guru/checklists/ against a deliverable, such as the margin strategy, dividend framework, or cash-flow policy checklist. Use when a deliverable needs a final quality gate or the owner asks whether an analysis is complete. Not for a full compliance review with ITC

• fin-guru-compliance-review

  Compliance review of a Finance Guru deliverable or a proposed position. Checks disclaimers, source citations, and risk disclosures, and runs the ITC market-implied risk check with decision rules DR-1 to DR-5. Use when an analysis or buy ticket is about to be final, or when the owner asks whether a p

• fin-guru-create-doc

  Write a Finance Guru document from a template in fin-guru/templates/, such as an analysis report, buy ticket, compliance memo, Excel model spec, presentation, or onboarding report. Use when finished analysis must become a dated file in analysis/ or tickets/. Not for the analysis itself (use fin-guru

• fin-guru-learner-profile

  Build or update the owner's learner profile for teaching and onboarding, covering literacy level, learning preferences, risk tolerance, goals, time limits, and ADHD-friendly pacing. Use when the owner starts learning sessions, asks to be taught a concept from scratch, or wants the teaching pace chan

• fin-guru-output-contract

  The six-part shape of every Finance Guru analysis answer: bottom line, a numbers table that names the source command, assumptions and gaps, confidence, evidence, and the disclaimer. Use when you write an analysis, a review, a strategy, a lesson, an onboarding update, or a merged answer. Not for fill

• fin-guru-quant-analysis

  Quantitative analysis of tickers or the portfolio through the engine's calculators. Covers risk metrics (VaR, CVaR, Sharpe, Sortino, drawdown, beta), momentum, volatility regime, correlation, factor models, backtests, and portfolio optimization. Use when the owner asks how risky a holding is, wants

• fin-guru-research

  Market research on a ticker, sector, or theme with dated sources, plus technical screening through the screener, moving-average, momentum, and volatility calculators. Use when the owner asks what is happening with a company, wants catalysts, risks, sector context, or a competitor comparison, or want

• fin-guru-strategize

  Turn research and quantitative results into a portfolio strategy with allocation changes, entry timing, position sizing, margin and dividend tactics, and an implementation plan with triggers. Use when the owner asks what to buy, sell, trim, or rotate, how much to put into a position, or how to deplo

• instance-onboarding

  Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout. Use after installing the finance-guru plugin.

• margin-management

  Monitor the margin-living strategy from the live DB snapshot. Refreshes the local database first, then reads margin balance, interest costs, dividend coverage ratio, and portfolio-to-margin thresholds. Triggers safety alerts for large draws and gives time-based scaling recommendations. Use when upda

• retirement-syncing

  Parse and report retirement holdings from Vanguard and Fidelity CSV exports. CSV-only by design — the Vanguard IRAs and Fidelity 401k are not connected in SnapTrade, so there is no live/DB path yet and no persistent destination. Triggers on sync retirement, update retirement, vanguard sync, 401k upd

• land-pr

  Drive an open pull request to merge-ready (reviewed, CI green, comments resolved, spec fidelity checked, project verify skills passed, review bot passed on the head), then merge under the merge policy (on its own at medium merge danger or lower, otherwise on the owner's word). Owns the review-bot pa

• open-pr

  Open every pull request through this skill. It self-reviews the diff, proves the change, runs the project's verify skills, measures the merge danger, and writes the fixed PR body (Problem, Change, Proof, Review, Merge danger) that the PR gate and the pr-kit CI check require. Use before any `gh pr cr

Hooks (1)

• SessionStart

  bun

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