AojdevStudio/Finance-Guru

Compliance Scan checks staged or working-tree changes for secrets, PII, untracked sensitive files, and privacy policy drift before a push. Use it when you want to know whether changes are safe to commit or publish.

Dividend Tracking refreshes the local database first, then reads DIVIDEND rows from family_office.db for Layer 2 income analysis. Use it to review monthly dividend totals, ticker breakdowns, and trailing income against target without stale data.

Fin Guru Research executes structured market research with source validation and temporal awareness. Use it for market intelligence, sector analysis, security research, and competitive intelligence with confidence levels and data gaps.

Fin Guru Strategize turns quantitative analysis into actionable portfolio recommendations. Use it to combine margin, dividend, and cash-flow tactics into a risk-checked wealth-building plan.

Finance Guru Checklist Execution applies structured quality and compliance checklists to Finance Guru deliverables. Use it to evaluate margin strategy, dividend framework, or general QA items and produce pass/fail results with remediation.

Finance Guru Compliance Review checks deliverables for disclaimers, source citations, risk disclosures, data handling, and current regulatory references. Use it when validating finance content or supported ticker risk outputs before approval.

Finance Guru Core Context loads the system configuration, user profile, and related files at session start. Use it to ensure full financial context is available before analysis, planning, or portfolio operations.

Finance Guru Document Creation generates institutional-style financial documents from templates such as analysis reports, buy tickets, compliance memos, model specs, presentations, and onboarding reports. Use it when you need a structured finance document with citations, disclaimers, and YAML frontmatter.

Finance Report generates 8–10 page PDF investment analysis reports for stocks and ETFs. Use it for ticker reports, watchlist analysis, or regenerating reports with charts, portfolio sizing, and sourced sentiment research.

Instance Onboarding scaffolds a private Finance Guru instance, completes the user profile, adds a broker CSV, and runs the first local database readout. Use it after installing the finance-guru plugin.

Learner Profile builds progressive learner and client profiles for Finance Guru onboarding and teaching. It captures skill level, goals, preferences, and ADHD-friendly accommodations to personalize sessions.

Margin Management reads live margin balances from the synced database and calculates interest cost, dividend coverage, and portfolio-to-margin safety ratios. Use it when reviewing margin draws, balance changes, or scaling decisions.

Monte Carlo runs 10,000 portfolio scenarios to estimate income probabilities, margin safety, and end-of-period outcomes. Use it for stress tests, probability analysis, or income projections on the 4-layer Finance Guru strategy.

Portfolio Syncing refreshes positions and balances from SnapTrade into family_office.db and then validates the snapshot against safety thresholds. Use it when you need current holdings, cost basis, settled cash, or margin before analyzing a portfolio.

Quantitative Analysis performs structured statistics on returns, correlations, factors, risk, and portfolio construction. Use it when you need validated market analysis, backtests, or optimization with enough data to support the model.

Retirement Account Syncing parses Vanguard and Fidelity retirement CSV exports and reports aggregated holdings by ticker. Use it when updating retirement accounts from files in imports/retirement/ or when a live sync path is unavailable.

Transaction Syncing refreshes investment transactions and bank/card expenses into family_office.db before review. Use it when syncing transaction history, updating expenses, or categorizing spending.