fin-guru-checklist

Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists.

Ir a la instalación

Repositorio: AojdevStudio/Finance-Guru
Última actividad en el origen: 18 de febrero de 2026 a las 20:31
Idioma detectado de SKILL.md: inglés
Estrellas: 316
Forks: 109

Opciones de instalación

De forma predeterminada está seleccionado el prompt que primero revisa el origen. Puedes cambiar a un comando directo o descargar una copia local.

Instalar con Codex o Claude Copia este prompt, pégalo en Codex, Claude u otro asistente, y deja que revise la página de la skill y la instale por ti.

Un comando directo omite el prompt de revisión. Revisa el origen antes de ejecutarlo.

npx skills add https://github.com/AojdevStudio/Finance-Guru --skill fin-guru-checklist

El comando permanece en una sola línea. Desplázate horizontalmente para revisarlo antes de copiarlo.

¿Prefieres una copia local? Descarga los archivos que SkillsMP tiene disponibles ahora.

Revisa los archivos de origen

Lee SKILL.md y los archivos complementarios que muestra SkillsMP antes de decidir si quieres instalarlo.

SKILL.md

Instrucciones de origen · Vista previa de solo lectura

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compliance-scan

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.

2026-08-11

transaction-syncing

Refresh investment activities and card/bank expenses into family_office.db, then review spending. Investment activities come from the DB transactions table (SnapTrade); debit-card and bank spending comes from the DB bank_transactions table (SimpleFIN), auto-categorized. Sync-first so nothing is stale. USE WHEN user mentions "sync transactions", "transaction history", "expense tracker", "categorize spending", OR "update expenses".

2026-08-11

dividend-tracking

Refresh the local DB, then read and analyze DIVIDEND rows from family_office.db for Layer 2 income tracking. Sync-first so dividend income is never stale; symbol resolution for null tickers is handled in the activities sync. Triggers on sync dividends, update dividends, dividend tracker, layer 2 income, or monthly dividend analysis.

2026-07-31

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name	fin-guru-checklist
description	Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists.

Checklist Execution Skill

Apply structured quality checklists to Finance Guru deliverables and workflows.

Available Checklists

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

Workflow

Load the appropriate checklist from {project-root}/fin-guru/checklists/
Apply each checklist item to the target deliverable
Document pass/fail status for each item
Generate summary with remediation requirements for failed items
Provide final verdict: PASS, CONDITIONAL PASS, or FAIL

Requirements

Every checklist item must be explicitly evaluated
Failed items must include specific remediation steps
Timestamp all checklist executions with {current_date}
Document reviewer identity in checklist output

fin-guru-checklist

Datos de origen

Opciones de instalación

Revisa los archivos de origen

Más de este repositorio

Checklist Execution Skill

Available Checklists

Workflow

Requirements

Más de este repositorio

Checklist Execution Skill

Available Checklists

Workflow

Requirements