メニュー
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.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
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.
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.
Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.
| 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. |
Auto-loaded at every session start
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.
These files are automatically loaded into context at session start:
Path: fin-guru/config.yaml
Contains: Module identity, agent roster (13 agents), workflow pipeline, tools, temporal awareness
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
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_for_Account_{account_id}.csv (fallback for margin_metrics --source csv)Portfolio_Positions_MMM-DD-YYYY.csv (fallback / re-verification)Dividend_Positions_MMM-DD-YYYY.csv · History: History_for_Account_{account_id}.csvPath: fin-guru/data/system-context.md
Contains: Private family office positioning, agent team structure, privacy commitments
All tools use 3-layer type-safe architecture (Pydantic → Calculator → CLI):
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
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
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
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
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.
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
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.