| name | fin-core |
| description | 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.
|
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/
Live source: Positions + balances now sync live from SnapTrade (issue 71) — the position/balance CSVs are a fallback/re-verification source only, not the source of truth. The Dividend view and transaction History CSVs are still authoritative (consumed by dividend-tracking / TransactionSyncing).
File Patterns (fallback + dividend/history):
- Balances:
Balances_for_Account_{account_id}.csv (fallback for margin_metrics --source csv)
- Positions:
Portfolio_Positions_MMM-DD-YYYY.csv (fallback / re-verification)
- Dividend:
Dividend_Positions_MMM-DD-YYYY.csv · History: History_for_Account_{account_id}.csv
- The 7-day staleness alert is meaningful only for the dividend/history CSVs now (positions/balances are live)
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
-
Risk Metrics (src/analysis/risk_metrics_cli.py)
VaR, CVaR, Sharpe, Sortino, Max Drawdown, Beta, Alpha
-
Volatility Metrics (src/utils/volatility_cli.py)
Bollinger Bands, ATR, Historical Vol, Keltner Channels, regime assessment
Technical Analysis
-
Momentum Indicators (src/utils/momentum_cli.py)
RSI, MACD, Stochastic, Williams %R, ROC, confluence analysis
-
Moving Averages (src/utils/moving_averages_cli.py)
SMA, EMA, WMA, HMA, Golden Cross/Death Cross detection
Portfolio Construction
-
Correlation & Covariance (src/analysis/correlation_cli.py)
Pearson correlation, covariance matrices, diversification scoring
-
Portfolio Optimizer (src/strategies/optimizer_cli.py)
Mean-Variance, Risk Parity, Min Variance, Max Sharpe, Black-Litterman
-
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.
