Instance Onboarding

by AojdevStudio

Instance Onboarding is an Automation skill for Claude Code, published by AojdevStudio in Finance-Guru.

318 stars109 forkson AojdevStudio/Finance-GuruAdded 2026/09/03Repository updated 2026/09/03

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ai-agentsclaude-codecodexfamily-officeopen-corepersonal-financeportfolio-analysispydanticpythonsqlite

Install in seconds

Install Instance Onboarding

Copy Instance Onboarding into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/instance-onboarding ~/.claude/skills/instance-onboarding

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/AojdevStudio/Finance-Guru.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: .claude/skills/instance-onboarding/SKILL.md in AojdevStudio/Finance-Guru
Installs to: ~/.claude/skills/instance-onboarding
Collection: One of 17 skills cataloged from this repository
Category: Automation — 1754 skills

What Instance Onboarding does

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.

Instance Onboarding is cataloged under Automation on DirSkills. Instance Onboarding comes from a repository tagged ai-agents, claude-code, codex, family-office and open-core.

Documentation

README

Excerpt

Finance Guru instance onboarding

Create a local instance that keeps private values and financial files outside the public engine checkout. Run commands for the user, pausing before any step that needs a path or private input.

1. Choose the instance root

Ask for an absolute local directory dedicated to this Finance Guru instance. Do not suggest a shared, cloud-synced, or engine-repository directory.

Confirm that ${CLAUDE_PLUGIN_ROOT} is set and names the installed Finance Guru plugin. If it is missing, stop and tell the user to install and invoke finance-guru@finance-guru from Claude Code before retrying.

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Instance Onboarding

What else does AojdevStudio publish alongside Instance Onboarding?
Instance Onboarding is one of 17 skills that DirSkills catalogs from AojdevStudio/Finance-Guru, the repository it ships in. Its siblings there include Compliance Scan, Dividend Tracking and Fin Guru Research. Each one is a separate skill with its own page in this directory, installs the same way Instance Onboarding does, and is maintained by AojdevStudio in that same repository. The rest of the collection is listed on the AojdevStudio/Finance-Guru page.
How does Instance Onboarding compare to other Automation skills?
Instance Onboarding ranks #1399 by stars among the 1754 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Instance Onboarding against them. Open each page to compare what they document and how they install.