fin-core

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

317|108|Updated Oct 18, 2025
One-click install
npx skills add https://github.com/AojdevStudio/Finance-Guru --skill fin-core
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: fin-core
Source: https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/fin-core
Command: npx skills add https://github.com/AojdevStudio/Finance-Guru --skill fin-core

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill ensures Finance Guru's core context is automatically available at the start of every session, removing manual setup and guaranteeing a consistent operating environment.

Core Features & Use Cases

  • Auto-loads system configuration, user profile, and the latest portfolio data to enable immediate analysis.
  • Maintains session-wide context consistency for multi-agent workflows and compliance checks.
  • Uses a session-start hook to read configuration files and auto-detect latest data files, alerting on outdated assets when necessary.

Quick Start

Start a new Claude Code session in this project to automatically load the Finance Guru core context at session start.

Frequently Asked Questions about fin-core

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I auto-load finance portfolio context at the start of a Claude Code session?

To auto-load finance portfolio context, this Skill uses a session-start hook to read configuration files, user profiles, and the latest portfolio CSVs, ensuring your finance agent roster and data are current immediately.

What is automated session-start context loading for a private family office environment?

Automated session-start context loading reads system configuration, user profiles, and latest portfolio data via a hook, maintaining consistency for multi-agent workflows and compliance checks across private family office sessions.

Can I automatically detect outdated portfolio CSVs when starting a finance analysis session?

Yes, the session-start hook reads configuration files and auto-detects the latest portfolio data files, alerting you when assets are outdated so your finance analysis starts with current data.

Does this automated context loading work with multi-agent finance workflows?

Yes, it maintains session-wide context consistency specifically for multi-agent workflows by loading the agent roster, tools, and user profile from YAML configuration files at session start.

How do I set up automatic loading of YAML configuration and user profile for finance sessions?

Start a new session in your project to trigger the automated hook, which reads fin-guru/config.yaml, user-profile.yaml, and system-context.md to establish a production-ready operating environment.

What are the limitations of using a session-start hook to load finance context?

The hook requires specific file paths like fin-guru/config.yaml and latest portfolio CSVs to exist in your project directory, and it is designed specifically for a private family office environment rather than general finance use.