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Claude Skills by AojdevStudio
github.com/AojdevStudio18 skills0 installs4 views
- FinanceReportGenerate 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.Votes: 0GitHub stars: 322
- MonteCarloRun Monte Carlo simulations for Finance Guru portfolio strategy. USE WHEN user mentions monte carlo OR run simulation OR stress test portfolio OR probability analysis OR income projections OR margin safety analysis. Supports a 4-layer portfolio (Growth, Income, Hedge, GOOGL) with operator-supplied starting values.Votes: 0GitHub stars: 322
- PortfolioSyncingRefresh positions and balances from SnapTrade into family_office.db, then validate the snapshot. Reads live positions, cost basis, SPAXX, and margin from the DB (never a stale CSV). USE WHEN user mentions sync portfolio OR update positions OR portfolio-sync OR refresh positions OR downloaded from Fidelity.Votes: 0GitHub stars: 322
- TransactionSyncingRefresh 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".Votes: 0GitHub stars: 322
- Compliance ScanPrivacy 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 `g...Votes: 0GitHub stars: 322
- Dividend TrackingRefresh 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.Votes: 0GitHub stars: 322
- Fin CoreFinance 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.Votes: 0GitHub stars: 322
- Fin Guru ChecklistRun a pass or fail checklist from fin-guru/checklists/ against a deliverable, such as the margin strategy, dividend framework, or cash-flow policy checklist. Use when a deliverable needs a final quality gate or the owner asks whether an analysis is complete. Not for a full compliance review with ITC risk (use fin-guru-compliance-review).Votes: 0GitHub stars: 322
- Fin Guru Compliance ReviewCompliance review of a Finance Guru deliverable or a proposed position. Checks disclaimers, source citations, and risk disclosures, and runs the ITC market-implied risk check with decision rules DR-1 to DR-5. Use when an analysis or buy ticket is about to be final, or when the owner asks whether a position passes risk review. Not for scanning the repository for secrets or PII before a push (use compliance-scan).Votes: 0GitHub stars: 322
- Fin Guru Create DocWrite a Finance Guru document from a template in fin-guru/templates/, such as an analysis report, buy ticket, compliance memo, Excel model spec, presentation, or onboarding report. Use when finished analysis must become a dated file in analysis/ or tickets/. Not for the analysis itself (use fin-guru-quant-analysis or fin-guru-research) or a PDF ticker report (use finance-report).Votes: 0GitHub stars: 322
- Fin Guru Learner ProfileBuild or update the owner's learner profile for teaching and onboarding, covering literacy level, learning preferences, risk tolerance, goals, time limits, and ADHD-friendly pacing. Use when the owner starts learning sessions, asks to be taught a concept from scratch, or wants the teaching pace changed. Not for the instance setup itself (use instance-onboarding).Votes: 0GitHub stars: 322
- Fin Guru Quant AnalysisQuantitative analysis of tickers or the portfolio through the engine's calculators. Covers risk metrics (VaR, CVaR, Sharpe, Sortino, drawdown, beta), momentum, volatility regime, correlation, factor models, backtests, and portfolio optimization. Use when the owner asks how risky a holding is, wants risk or return statistics, compares tickers on risk, asks for an optimal allocation, or wants a strategy backtested. Not for news and catalysts (use fin-guru-research) or buy and sell decisions (us...Votes: 0GitHub stars: 322
- Fin Guru ResearchMarket research on a ticker, sector, or theme with dated sources, plus technical screening through the screener, moving-average, momentum, and volatility calculators. Use when the owner asks what is happening with a company, wants catalysts, risks, sector context, or a competitor comparison, or wants a screen for setups. Not for risk statistics (use fin-guru-quant-analysis) or position sizing (use fin-guru-strategize).Votes: 0GitHub stars: 322
- Fin Guru StrategizeTurn research and quantitative results into a portfolio strategy with allocation changes, entry timing, position sizing, margin and dividend tactics, and an implementation plan with triggers. Use when the owner asks what to buy, sell, trim, or rotate, how much to put into a position, or how to deploy monthly income across portfolio layers. Not for raw risk numbers (use fin-guru-quant-analysis) or a margin dashboard update (use margin-management).Votes: 0GitHub stars: 322
- Instance OnboardingScaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout. Use after installing the finance-guru plugin.Votes: 0GitHub stars: 322
- Margin ManagementMonitor the margin-living strategy from the live DB snapshot. Refreshes the local database first, then reads margin balance, interest costs, dividend coverage ratio, and portfolio-to-margin thresholds. Triggers safety alerts for large draws and gives time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.Votes: 0GitHub stars: 322
- Retirement SyncingParse and report retirement holdings from Vanguard and Fidelity CSV exports. CSV-only by design — the Vanguard IRAs and Fidelity 401k are not connected in SnapTrade, so there is no live/DB path yet and no persistent destination. Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with imports/retirement/ files.Votes: 0GitHub stars: 322
- GradersNo description providedVotes: 0GitHub stars: 322