fin-guru-checklist

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

Aller à l'installation

Dépôt: AojdevStudio/Finance-Guru
Dernière activité de la source: 18 février 2026 à 20:31
Langue détectée de SKILL.md: anglais
Étoiles: 316
Forks: 109

Options d'installation

Le prompt qui vérifie d'abord la source est sélectionné par défaut. Vous pouvez passer à une commande directe ou télécharger une copie locale.

Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.

Une commande directe contourne le prompt de vérification. Examinez la source avant de l'exécuter.

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

La commande reste sur une seule ligne. Faites défiler horizontalement pour la vérifier avant de la copier.

Vous préférez une copie locale ? Téléchargez les fichiers actuellement disponibles dans SkillsMP.

Vérifiez les fichiers source

Lisez SKILL.md et les fichiers associés affichés par SkillsMP avant de décider de l'installer.

SKILL.md

Instructions source · Aperçu en lecture seule

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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

Tout voir dans ce dépôt

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

Informations de source

Options d'installation

Vérifiez les fichiers source

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Checklist Execution Skill

Available Checklists

Workflow

Requirements

Checklist Execution Skill

Available Checklists

Workflow

Requirements