aojdevstudio/finance-guru
15 skills988 installs4.7k starsGitHub
Install
npx skills add https://github.com/aojdevstudio/finance-guruSkills in this repo
1FinancereportFinanceReport is a Finance Guru skill that produces branded 8–10 page PDF investment analysis reports for individual stocks and ETFs. It routes workflows such as GenerateSingleReport with VGT-style headers, embedded charts, portfolio sizing sections, and Perplexity sentiment integration when users mention generate report, create pdf, stock analysis, ticker report, or watchlist analysis. Developers reach for FinanceReport when they need repeatable institutional-format equity research PDFs instead of ad-hoc markdown summaries. The skill expects Finance Guru branding assets and configured sentiment or data sources referenced in its workflow table.637installs2MontecarloA skill that runs Monte Carlo simulations for a Finance Guru dividend-income and margin-living portfolio strategy. It runs 10,000 market scenarios over 28 months across a 4-layer portfolio to project income probabilities, margin-call rates, drawdowns, and break-even timing. A developer uses it to stress-test a portfolio, estimate probability of income targets, and incorporate buy tickets into projections.43installs3Retirement Syncingretirement-syncing is a Claude skill that syncs retirement account data from Vanguard and Fidelity CSV exports into a Google Sheets DataHub. It reads OFX and Fidelity position files, aggregates holdings by ticker across multiple accounts, and updates only the quantity column (rows 46-62). It flags quantity changes over 20% for confirmation and never touches formula columns. A developer or investor uses it to keep a retirement section of a portfolio spreadsheet current.40installs4Dividend TrackingThis skill imports Fidelity dividend data into a Google Sheets Dividends tab and triggers an Apps Script to process it into a historical log. A user runs it to sync dividends, and it reads either live SnapTrade activities or a dividend.csv, calculates dividends received as quantity times amount per share, and writes to the input area before invoking the processing function. It aggregates by ticker and filters to pay dates that have already passed.33installs5Fin Guru Quant AnalysisA skill that runs a structured quantitative analysis workflow over financial return data. It validates data, computes risk metrics (VaR, CVaR, Sharpe, Sortino, drawdown), momentum, volatility, correlations, Fama-French and Carhart factor models, backtests strategies, and optimizes portfolios via Python CLIs. A developer uses it to produce statistically rigorous portfolio analysis with a minimum of 90 days of data.32installs6Fin CoreThis skill is the core context loader for the Finance Guru multi-agent financial system, auto-loaded at every session start. It loads the system config, user portfolio profile, and latest Fidelity account files so downstream financial operations have full context. It documents seven type-safe analysis CLI tools covering risk, volatility, momentum, moving averages, correlation, optimization, and backtesting, plus the agent roster and workflow pipeline.30installs7PortfoliosyncingPortfolioSyncing is a Claude skill that imports and syncs broker CSV portfolio data into a Google Sheets DataHub tab. It scans Downloads for Fidelity Portfolio_Positions and Balances CSVs, classifies regular versus dividend views, and updates quantities, cost basis, SPAXX, and margin debt. It updates only writable columns individually so GOOGLEFINANCE and calculation formulas are not deleted. A developer or investor uses it to keep a personal portfolio spreadsheet in sync after downloading broker exports.30installs8Margin ManagementA skill that manages a margin-living strategy by tracking margin balances, interest costs, dividend coverage ratios, and portfolio-to-margin safety thresholds. It pulls live balances from SnapTrade, derives interest and coverage metrics at runtime, alerts on large draws, and updates a Margin Dashboard with time-based scaling notes. A developer uses it to monitor margin safety and get scaling recommendations.29installs9TransactionsyncingTransactionSyncing is a Claude skill that imports Fidelity transaction history CSVs into Google Sheets. It maintains a master Transactions tab as a full audit trail, deduplicates rows by date, action, and amount, and auto-routes debit card purchases to an Expense Tracker with pattern-based categorization for Budget Planner integration. A developer or investor uses it to keep transaction and expense records in sync after downloading a Fidelity history export.25installs10Fin Guru Compliance ReviewA skill that runs a structured compliance review over Finance Guru financial deliverables. It checks that educational-only disclaimers, timestamped source citations, risk disclosures, and current regulations are present, and validates market-implied ITC risk scores against defined thresholds. A developer uses it before publishing analysis reports or buy tickets to document a pass, conditional, or revisions-required decision.17installs11Fin Guru ResearchA skill that runs structured market research workflows for Finance Guru. It scopes objectives, collects intelligence with temporal qualifiers, validates sources, flags stale market and economic data, and synthesizes findings with confidence levels for downstream quant or strategy work. A developer uses it to produce a validated, source-cited research summary.17installs12Fin Guru StrategizeA skill that turns quantitative analysis outputs into actionable portfolio strategy for Finance Guru. It aligns client objectives, maps insights to recommendations, validates positions with risk and momentum CLIs, and builds an implementation and monitoring plan integrating margin, dividend, and cash-flow tactics. A developer uses it to produce risk-adjusted, executable wealth-building recommendations.16installs13Fin Guru ChecklistThis skill runs structured quality and compliance checklists against Finance Guru deliverables and workflows. A user applies it to a deliverable to evaluate every checklist item, document pass or fail status, and generate remediation steps for failures. It supports margin strategy, dividend framework, and general quality checklists and produces a final PASS, CONDITIONAL PASS, or FAIL verdict.13installs14Fin Guru Create DocA skill that creates financial documents from Finance Guru templates such as analysis reports, buy tickets, compliance memos, Excel model specs, and presentations. It loads the correct template, gathers inputs, and outputs a document with YAML frontmatter, an educational-only disclaimer, and timestamped citations. A developer uses it to produce consistent, institutional-format financial deliverables.13installs15Fin Guru Learner ProfileA skill that builds learner or client profiles for Finance Guru teaching and onboarding through progressive, one-at-a-time questioning. It captures financial literacy, learning preferences, risk tolerance, goals, and neurodivergent accommodations, then stores a compact profile to personalize teaching. A developer uses it to onboard a new learner without overwhelming them up front.13installs