fin-core

Original：🇺🇸 English
Translated

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.

6installs
Sourceaojdevstudio/finance-guru
Added on

NPX Install

npx skill4agent add aojdevstudio/finance-guru fin-core

Tags

Translated version includes tags in frontmatter
ai-finance-systemmulti-agent-frameworkportfolio-optimizationfinancial-quant-analysiscontext-loader

SKILL.md Content

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Finance Guru™ Core Context

Auto-loaded at every session start

Core Identity

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.

Essential Files (Auto-Loaded)

These files are automatically loaded into context at session start:

1. System Configuration

Path: 
fin-guru/config.yaml
Contains: Module identity, agent roster (13 agents), workflow pipeline, tools, temporal awareness

2. User Profile

Path: 
fin-guru/data/user-profile.yaml
Contains: Portfolio structure ($500k), investment capacity ($13.3k/month W2), risk profile (aggressive), Layer 2 Income strategy

3. Portfolio Updates

Path: 
notebooks/updates/
Contains: Latest Fidelity account balances, positions, transaction history
File Patterns:
  • Balances: 
    Balances_for_Account_{account_id}.csv
    (exact match)
  • Positions: 
    Portfolio_Positions_MMM-DD-YYYY.csv
    (e.g., 
    Portfolio_Positions_Nov-05-2025.csv
    )
  • The hook automatically finds the latest positions file by date in the filename
  • Files older than 7 days trigger an update alert at session start

4. System Context

Path: 
fin-guru/data/system-context.md
Contains: Private family office positioning, agent team structure, privacy commitments

Production-Ready Tools (7 Available)

All tools use 3-layer type-safe architecture (Pydantic → Calculator → CLI):

Risk & Performance

  1. Risk Metrics (
    src/analysis/risk_metrics_cli.py
    ) VaR, CVaR, Sharpe, Sortino, Max Drawdown, Beta, Alpha
  2. Volatility Metrics (
    src/utils/volatility_cli.py
    ) Bollinger Bands, ATR, Historical Vol, Keltner Channels, regime assessment

Technical Analysis

  1. Momentum Indicators (
    src/utils/momentum_cli.py
    ) RSI, MACD, Stochastic, Williams %R, ROC, confluence analysis
  2. Moving Averages (
    src/utils/moving_averages_cli.py
    ) SMA, EMA, WMA, HMA, Golden Cross/Death Cross detection

Portfolio Construction

  1. Correlation & Covariance (
    src/analysis/correlation_cli.py
    ) Pearson correlation, covariance matrices, diversification scoring
  2. Portfolio Optimizer (
    src/strategies/optimizer_cli.py
    ) Mean-Variance, Risk Parity, Min Variance, Max Sharpe, Black-Litterman
  3. Backtesting Framework (
    src/strategies/backtester_cli.py
    ) Strategy validation, performance metrics, deployment recommendations
Documentation: See 
CLAUDE.md
for usage examples and agent workflows

Multi-Agent System

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

Current Strategic Focus

Layer 1 (Growth): Keep 100% - DO NOT TOUCH Layer 2 (Income): Building dividend portfolio with $13,317/month W2 income Target: $100k annual dividend income in 28 months (69.2% Monte Carlo probability) Strategy: Hybrid DRIP v2 with active rotation, confidence-based margin scaling

Temporal Awareness

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.