AojdevStudioCommunity·14 Agent Skills Included

Finance-Guru

Portfolio risk analysis, dividend tracking, and margin monitoring

Runs quantitative portfolio analysis including risk metrics, momentum indicators, volatility regimes, correlations, backtesting, and Monte Carlo simulations. Syncs live brokerage and bank data into a local database, tracks dividend income, and monitors margin safety thresholds with automatic alerts. Generates institutional-grade PDF research reports and buy tickets, eliminating manual spreadsheets and repetitive calculations.

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npx skills add AojdevStudio/Finance-Guru --all -g -y

Available:

Routes user requests to the correct financial skill or specialist agent, enforces temporal awareness and compliance disclaimers, and defines the CLI commands and data sources the agent must use for analysis.

All Skills in This Repository (14)

Pure Emerald Level Indicators

📦 In Repo

AojdevStudio

readiness-report

Analyze repository structure, CI, tooling, and documentation to quantify AI-readiness gaps across nine pillars.

python-performance-optimization

Profile Python code with cProfile and memory_profiler to identify bottlenecks.

margin-management

Import a Fidelity balances CSV to compute margin metrics and update the Margin Dashboard.

backend-dev-guidelines

Enforce backend development standards across microservices with layered architecture.

fin-core

Load Finance Guru configuration, user profile, and portfolio data at session start.

PortfolioSyncing

Import Fidelity CSV exports and synchronize them with Google Sheets DataHub.

route-tester

Validate cookie-based JWT authenticated routes across API endpoints and environments.

MonteCarlo

Run 10,000 Monte Carlo scenarios on Fidelity CSV portfolio data and output JSON, CSV, and Excel results.

error-tracking

Automate Sentry v8 error tracking and performance monitoring across services.

retirement-syncing

Import Vanguard and Fidelity CSV exports into Google Sheets retirement sections.

dividend-tracking

Sync Fidelity dividend CSV data into the Dividends sheet and trigger Apps Script processing.

FinanceReport

Generate investment reports for stocks and ETFs as publication-ready PDFs.

Community

Advanced

Frequently Asked Questions

FAQPage Schema

How to install Finance-Guru?▼

Run `npx skills add AojdevStudio/Finance-Guru --all -g -y` in your terminal to install all skills in this suite globally.

What financial analysis can Finance Guru run?▼

It computes risk metrics like VaR, Sharpe ratio, and max drawdown, plus momentum, volatility, correlation, backtesting, and portfolio optimization from simple commands.

Can Finance Guru track dividends and margin automatically?▼

Yes. It syncs live brokerage data from SnapTrade into a local database, tracks dividend income against targets, and alerts you when margin safety ratios drop.

Does Finance Guru work with Claude Code?▼

Yes. All skills follow the standard SKILL.md format and run directly inside Claude Code and other compatible agent environments.

Is Finance Guru investment advice?▼

No. It is educational software only, and every output includes disclaimers recommending you consult licensed financial professionals before acting.