Fin Guru Strategize
- 16 installs
- 316 repo stars
- Updated August 1, 2026
- aojdevstudio/finance-guru
fin-guru-strategize is a skill that develops portfolio strategies from quantitative analysis, integrating margin, dividend, and cash-flow tactics into actionable plans.
About
A 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.
- Converts quantitative analysis into actionable portfolio strategy
- Integrates margin, dividend, and cash-flow tactics into a wealth-building plan
- Requires risk-adjusted metrics and validates positions before recommending
Fin Guru Strategize by the numbers
- 16 all-time installs (skills.sh)
- Ranked #739 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 2, 2026 (Skillselion catalog sync)
fin-guru-strategize capabilities & compatibility
- Capabilities
- planning · data analysis
- Use cases
- planning · trading
- Pricing
- Free
What fin-guru-strategize says it does
Develop comprehensive portfolio strategies from quantitative analysis. Integrates margin, dividend, and cash-flow tactics into actionable wealth-building plans.
Only recommend selling on RED FLAGS (>30% sustained decline, NAV erosion, strategy changes)
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| Installs | 16 |
|---|---|
| repo stars | ★ 316 |
| Last updated | August 1, 2026 |
| Repository | aojdevstudio/finance-guru ↗ |
What it does
Turn quantitative analysis into an actionable, risk-adjusted portfolio strategy with an implementation plan.
Who is it for?
Translating risk and momentum analysis into a risk-adjusted, executable portfolio strategy.
Skip if: Producing the underlying statistics, which the quant-analysis skill handles.
When should I use this skill?
After quantitative analysis, when converting insights into strategic recommendations and an implementation plan.
What you get
A strategic recommendation set with risk-adjusted metrics, an execution roadmap, and a monitoring framework.
- Strategic recommendations
- implementation roadmap
- monitoring framework
By the numbers
- 6-step workflow
- monthly variance of plus/minus 5-15% treated as normal
Files
Strategy Integration Skill
Convert quantitative analysis into actionable strategic recommendations.
Workflow Steps
1. Review Analysis — Ingest quantitative outputs (risk metrics, momentum, correlations) 2. Objective Alignment — Confirm client goals, risk tolerance, and policy constraints 3. Strategy Development — Map analytical insights to actionable recommendations 4. Risk Validation — Validate proposed positions using risk_metrics_cli.py and momentum_cli.py 5. Implementation Plan — Create detailed execution roadmap with timing and triggers 6. Monitoring Framework — Establish performance tracking and alert systems
Integration Points
- Load
margin-strategy.mdfor margin tactics - Load
dividend-framework.mdfor income strategies - Load
cashflow-policy.mdfor cash flow optimization - Load
modern-income-vehicles.mdfor Layer 2 evaluation criteria
Risk Validation Tools
# Pre-trade risk validation
uv run python src/analysis/risk_metrics_cli.py TICKER --days 252 --benchmark SPY
# Entry timing analysis
uv run python src/utils/momentum_cli.py TICKER --days 90
# Volatility-based position sizing
uv run python src/utils/volatility_cli.py TICKER --days 90
# Portfolio optimization
uv run python src/strategies/optimizer_cli.py TICKERS --method max_sharpeRequirements
- ALL strategic recommendations MUST include risk-adjusted metrics (Sharpe, Sortino, Max Drawdown)
- Distribution variance of ±5-15% monthly is NORMAL for options-based funds — do not flag
- Evaluate Layer 2 holdings on trailing 12-month yield, not monthly distribution changes
- Only recommend selling on RED FLAGS (>30% sustained decline, NAV erosion, strategy changes)
- Verify all market assumptions are based on current date conditions
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What must every recommendation include?
Risk-adjusted metrics such as Sharpe, Sortino, and Max Drawdown.
When does it recommend selling?
Only on RED FLAGS such as sustained declines over 30 percent, NAV erosion, or strategy changes; normal monthly variance of plus or minus 5-15 percent is not flagged.