القائمة
Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Sync dividend data from Fidelity CSV to Dividends sheet. Reads dividend.csv from notebooks/updates/, calculates actual dividends received (shares × amount per share), writes to input area (rows 2-46), then clicks Add Dividend button to process. Triggers on sync dividends, update dividends, dividend tracker, layer 2 income, or monthly dividend analysis.
Import and manage Fidelity transaction history CSVs. Two workflows - IngestTransactions (local rolling archive from Downloads) and SyncTransactions (Google Sheets push). USE WHEN user mentions "sync transactions", "import transactions", "ingest transactions", "transaction history", OR wants to import Fidelity History CSV.
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 for PII", "secrets check", "pre-commit security", "pre-push security", "check for leaks", "PRIVACY.md compliance", "audit privacy", "any leaks", "check before push", or wants a sanity check before `git push`. Also run it proactively after editing PRIVACY.md, after creating any new file under `.claude/skills/`, `notebooks/`, `fin-guru-private/`, or `scripts/qa/`, and any time the user adds a new credential, deploy URL, or webhook. Privacy and security are non-negotiable in this repo — when in doubt, run it.
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.
Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.
Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports Fidelity (automated) with multi-broker planned. USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR ingest positions OR bring in positions OR downloaded from Fidelity OR working with Portfolio_Positions CSVs. Handles file ingestion from Downloads, position updates, SPAXX/margin validation, safety checks, and formula protection.
| name | fin-guru-checklist |
| description | Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists. |
Apply structured quality checklists to Finance Guru deliverables and workflows.
| Checklist | Path | Used By |
|---|---|---|
| Margin Strategy | {project-root}/fin-guru/checklists/margin-strategy.md | Margin Specialist |
| Dividend Framework | {project-root}/fin-guru/checklists/dividend-framework.md | Dividend Specialist |
| General Quality | {project-root}/fin-guru/checklists/ | QA Advisor, Compliance Officer |
{project-root}/fin-guru/checklists/{current_date}