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Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists.
デフォルトでは、最初にソースを確認する Prompt が選択されています。直接コマンドに切り替えるか、ローカルコピーをダウンロードすることもできます。
インストールを決める前に、SKILL.md と SkillsMP に表示されている付属ファイルをお読みください。
SOC 職業分類に基づく
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。
直接コマンドでは確認用 Prompt が省略されます。実行前にソースを確認してください。
npx skills add https://github.com/AojdevStudio/Finance-Guru --skill fin-guru-checklistコマンドは1行のまま表示されます。コピー前に横へスクロールして全体を確認してください。
ローカルで確認しますか？SkillsMP が現在取得できるファイルをダウンロードできます。
SKILL.md を表示中
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.
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".
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.
| name | fin-guru-checklist |
| description | Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists. |
Apply structured quality checklists to Finance Guru deliverables and workflows.
| 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 |
{project-root}/fin-guru/checklists/{current_date}