Fin Core

Finance Guru™ Core Context

Auto-loaded at every session start

Core Identity

System Name: Finance Guru™ v2.0.0 Architecture: BMAD-CORE™ v6.0.0 Type: Private Family Office AI System Owner: Sole client (exclusive service) Purpose: Institutional-grade multi-agent financial intelligence, quantitative analysis, strategic portfolio planning, and compliance oversight

Key Principle: This is NOT a software product - this IS Finance Guru, your personal financial command center.

---

Essential Files (Auto-Loaded)

These files are automatically loaded into context at session start:

1. System Configuration

Path: fin-guru/config.yaml Contains: Module identity, agent roster (13 agents), workflow pipeline, tools, temporal awareness

2. User Profile

Path: fin-guru/data/user-profile.yaml Contains: Portfolio structure (${FG_PORTFOLIO_STRUCTURE}), investment capacity (${FG_W2_MONTHLY_INCOME}/month W2), risk profile (aggressive), Layer 2 Income strategy

3. Portfolio Updates

Path: notebooks/updates/ Contains: Latest Fidelity account balances, positions, transaction history

File Patterns:

• Balances: Balances_for_Account_{account_id}.csv (exact match)
• Positions: Portfolio_Positions_MMM-DD-YYYY.csv (e.g., Portfolio_Positions_Nov-05-2025.csv)
• The hook automatically finds the latest positions file by date in the filename
• Files older than 7 days trigger an update alert at session start

4. System Context

Path: fin-guru/data/system-context.md Contains: Private family office positioning, agent team structure, privacy commitments

---

Production-Ready Tools (7 Available)

All tools use 3-layer type-safe architecture (Pydantic → Calculator → CLI):

Risk & Performance

1. Risk Metrics (src/analysis/risk_metrics_cli.py) VaR, CVaR, Sharpe, Sortino, Max Drawdown, Beta, Alpha

2. Volatility Metrics (src/utils/volatility_cli.py) Bollinger Bands, ATR, Historical Vol, Keltner Channels, regime assessment

Technical Analysis

3. Momentum Indicators (src/utils/momentum_cli.py) RSI, MACD, Stochastic, Williams %R, ROC, confluence analysis

4. Moving Averages (src/utils/moving_averages_cli.py) SMA, EMA, WMA, HMA, Golden Cross/Death Cross detection

Portfolio Construction

5. Correlation & Covariance (src/analysis/correlation_cli.py) Pearson correlation, covariance matrices, diversification scoring

6. Portfolio Optimizer (src/strategies/optimizer_cli.py) Mean-Variance, Risk Parity, Min Variance, Max Sharpe, Black-Litterman

7. Backtesting Framework (src/strategies/backtester_cli.py) Strategy validation, performance metrics, deployment recommendations

Documentation: See CLAUDE.md for usage examples and agent workflows

---

Multi-Agent System

Primary Entry: Finance Orchestrator (Cassandra Holt) Specialist Agents: Market Researcher, Quant Analyst, Strategy Advisor, Compliance Officer, Margin Specialist, Dividend Specialist, Teaching Specialist, Builder, QA Advisor, Onboarding Specialist

Workflow Pipeline: RESEARCH → QUANT → STRATEGY → ARTIFACTS

---

Personal Strategy Inputs

Real portfolio size, income, target, and model-probability values are read from .env (see .env.example): FG_PORTFOLIO_STRUCTURE, FG_W2_MONTHLY_INCOME, FG_ANNUAL_DIVIDEND_TARGET, FG_DIVIDEND_TARGET_MONTHS, and FG_MONTE_CARLO_PROBABILITY. Do not hardcode personal numbers in this skill.

Current Strategic Focus

Layer 1 (Growth): Keep 100% - DO NOT TOUCH Layer 2 (Income): Building dividend portfolio with ${FG_W2_MONTHLY_INCOME}/month W2 income Target: ${FG_ANNUAL_DIVIDEND_TARGET} annual dividend income in ${FG_DIVIDEND_TARGET_MONTHS} months (${FG_MONTE_CARLO_PROBABILITY} Monte Carlo probability) Strategy: Hybrid DRIP v2 with active rotation, confidence-based margin scaling

---

Temporal Awareness

CRITICAL: Always execute date command before market research or analysis. Ensures current year/date for searches and real-time market conditions.

---

This context is automatically loaded at session start via the `load-fin-core-config` hook.

Finance Guru Core Context Auto-Loader

Built: 2025-11-03 Type: Session-start hook + skill Purpose: Automatically load Finance Guru system context at every session start

Overview

This system ensures Finance Guru has complete context availability from the moment a session begins, without requiring manual skill invocation or file reading.

Components

1. Skill File

Location: {project}/.claude/skills/fin-core/SKILL.md (project-specific)

Contains the core Finance Guru system overview:

• Core identity (Finance Guru v2.0.0, BMAD-CORE v6.0.0)
• Essential file references
• Production-ready tools (7 available)
• Multi-agent system overview
• Current strategic focus

2. Session Start Hook

Location: {project-root}/.claude/hooks/load-fin-core-config.ts

TypeScript hook that executes at session start and:

• Reads the fin-core skill content
• Reads fin-guru/config.yaml
• Reads fin-guru/data/user-profile.yaml
• Reads fin-guru/data/system-context.md
• Loads latest portfolio balances CSV (auto-detects newest)
• Loads latest portfolio positions CSV (auto-detects newest)
• Outputs all content as a formatted system-reminder

3. Settings Configuration

Location: {project-root}/.claude/settings.json

Registered in the SessionStart hooks array:

"SessionStart": [
  {
    "hooks": [
      {
        "type": "command",
        "command": "npx tsx $CLAUDE_PROJECT_DIR/.claude/hooks/load-fin-core-config.ts"
      }
    ]
  }
]

Auto-Loaded Content

At every session start, Claude receives:

1. System Configuration (config.yaml)

• 13 specialist agents
• 21 workflow tasks
• 7 production tools
• Temporal awareness config

2. User Profile (user-profile.yaml)

• $500k portfolio structure
• $13.3k/month W2 deployment
• Aggressive growth strategy
• Layer 2 Income plan

3. System Context (system-context.md)

• Private family office positioning
• Agent team structure
• Privacy commitments

4. Latest Portfolio Data (CSV files)

• Account balances (newest file)
• Portfolio positions (newest file)

How It Works

Session Start
    ↓
settings.json triggers hook
    ↓
load-fin-core-config.ts executes
    ↓
Reads all essential files
    ↓
Outputs formatted system-reminder
    ↓
Claude receives full context
    ↓
Ready for financial operations

Testing

# Test the hook manually
echo '{"session_id":"test","event":"session_start"}' | \
  npx tsx .claude/hooks/load-fin-core-config.ts

# Verify skill content
cat ~/.claude/skills/fin-core/SKILL.md

# Check hook registration
cat .claude/settings.json | grep -A 10 SessionStart

Benefits

✅ Zero Manual Setup: Context loaded automatically ✅ Always Current: Auto-detects latest CSV files ✅ Complete Context: All essential files in one load ✅ Session Awareness: Context available from first interaction ✅ Type-Safe: TypeScript hook with proper ES module support

File Locations

Skill: {project}/.claude/skills/fin-core/SKILL.md (project-specific) Hook: {project}/.claude/hooks/load-fin-core-config.ts (project-specific) Config: {project}/.claude/settings.json (project-specific)

All files are project-specific - this setup only works in the family-office project.

Environment Variables

The hook uses:

• $CLAUDE_PROJECT_DIR - Set by Claude Code to project root

Next Session

When you start your next Claude Code session in this project, you'll see:

🏦 FINANCE GURU CORE CONTEXT LOADED
Session: {session_id}

📘 FIN-CORE SKILL
⚙️ SYSTEM CONFIGURATION
👤 USER PROFILE
🌐 SYSTEM CONTEXT
💰 LATEST PORTFOLIO BALANCES
📊 LATEST PORTFOLIO POSITIONS

✅ Finance Guru context fully loaded and ready

---

Status: ✅ Production Ready Last Updated: 2025-11-03