---
name: Finance Guru Core Context
slug: finance-guru-core-context
category: AI Engineering
description: 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.
github: "https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/fin-core"
language: Python
stars: 318
forks: 109
install: "npx degit https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/fin-core ~/.claude/skills/fin-core"
installs_to: ~/.claude/skills/fin-core
source_path: .claude/skills/fin-core/SKILL.md
collection_size: 17
category_size: 2793
collection_url: "https://dirskills.com/collections/AojdevStudio/Finance-Guru"
added: 2026-09-03T06:03:32.934Z
last_synced: 2026-09-03T06:03:32.934Z
canonical_url: "https://dirskills.com/skills/finance-guru-core-context"
---

# Finance Guru Core Context

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.

**Install:**

```bash
npx degit https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/fin-core ~/.claude/skills/fin-core
```

## README

# Finance Guru™ Core Context

**Auto-loaded at every session start**

## Core Identity

**System Name**: Finance Guru™
**Architecture**: Claude Code and Codex plugin over typed Python calculators and a private SQLite ledger
**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**: `config.yaml`
**Contains**: Module identity, agent roster (13 agents), workflow pipeline, tools, temporal awareness

### 2. User Profile
**Path**: `user-profile.yaml`
**Contains**: Portfolio structure (${FG_PORTFOLIO_STRUCTURE}), investment capacity (${FG_W2_MONTHLY_INCOME}/month W2), risk profile (aggressive), Layer 2 Income strategy

### 3. Portfolio Updates
**Path**: `imports/`
**Live source**: Positions + balances now sync **live from SnapTrade** (issue 71) — the position/balance CSVs are a fallback/re-verification source only, not the source of truth. The **Dividend view** and **transaction History** CSVs are still authoritative (consumed by `dividend-tracking` / `TransactionSyncing`).

**File Patterns** (fallback + dividend/history):
- Balances: `Balances_for_Account_{account_id}.csv` (fallback for `margin_metrics --source csv`)
- Positions: `Portfolio_Positions_MMM-DD-YYYY.csv` (fallback / re-verification)
- Dividend: `Dividend_Positions_MMM-DD-YYYY.csv` · History: `History_for_Account_{account_id}.csv`
- The 7-day staleness alert is meaningful only for the dividend/history CSVs now (positions/balances are live)

### 4. System Context
**Path**: `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
3. **Momentum Indicators** (`src/utils/momentum_cli.py`)
   RSI, MACD, Stochastic, Williams %R, ROC, confluence analysis

4. **Moving Averages** (`src/utils/moving_averages_cli.py`)
   SMA, EMA, WMA, HMA, Golden Cross/Death Cross detection

### Portfolio Construction
5. **Correlation & Covariance** (`src/analysis/correlation_cli.py`)
   Pearson correlation, covariance matrices, diversification scoring

6. **Portfolio Optimizer** (`src/strategies/optimizer_cli.py`)
   Mean-Variance, Risk Parity, Min Variance, Max Sharpe, Black-Litterman

7. **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

---

## Personal Strategy Inputs

Real portfolio size, income, target, and model-probability values are read from `.env` (see `.env.example`): `FG_PORTFOLIO_STRUCTURE`, `FG_W2_MONTHLY_INCOME`, `FG_ANNUAL_DIVIDEND_TARGET`, `FG_DIVIDEND_TARGET_MONTHS`, and `FG_MONTE_CARLO_PROBABILITY`. Do not hardcode personal numbers in this skill.

## Current Strategic Focus

**Layer 1 (Growth)**: Keep 100% - DO NOT TOUCH
**Layer 2 (Income)**: Building dividend portfolio with ${FG_W2_MONTHLY_INCOME}/month W2 income
**Target**: ${FG_ANNUAL_DIVIDEND_TARGET} annual dividend income in ${FG_DIVIDEND_TARGET_MONTHS} months (${FG_MONTE_CARLO_PROBABILITY} 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.**