fin-guru-strategize

name	fin-guru-strategize
description	Develop comprehensive portfolio strategies from quantitative analysis. Integrates margin, dividend, and cash-flow tactics into actionable wealth-building plans.

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.md for margin tactics
• Load dividend-framework.md for income strategies
• Load cashflow-policy.md for cash flow optimization
• Load modern-income-vehicles.md for 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_sharpe

Requirements

• 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