Margin Management

by AojdevStudio

Margin Management is a Data 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 Margin Management

Copy Margin Management 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/margin-management ~/.claude/skills/margin-management

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/margin-management/SKILL.md in AojdevStudio/Finance-Guru
Installs to: ~/.claude/skills/margin-management
Collection: One of 17 skills cataloged from this repository
Category: Data — 710 skills

What Margin Management does

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.

Margin Management is cataloged under Data on DirSkills. Margin Management comes from a repository tagged ai-agents, claude-code, codex, family-office and open-core.

Documentation

README

Excerpt

Margin Management

Purpose

Monitor and manage margin-living strategy by tracking margin balances, interest costs, dividend coverage ratios, and portfolio-to-margin safety thresholds. Provides data-driven scaling recommendations based on strategy milestones.

Step 0: Refresh (sync-first, mandatory)

This skill reads margin facts from the local DB, and the DB is refreshed FIRST so it can never be stale. Follow the shared Sync-First + DB-Read pattern. Minimum for this skill (positions + balances into the balances table):

uv run python -m src.integrations.snaptrade.sync_db   # or: refresh_all

Completion criterion: the balances table carries this run's synced_at before any margin number is read.

When to Use

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

Frequently asked about Margin Management

What else does AojdevStudio publish alongside Margin Management?
Margin Management 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 Margin Management 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 Margin Management compare to other Data skills?
Margin Management ranks #619 by stars among the 710 Data skills in this catalog. The most-starred ones next to it are Benchmark Methodology, Jupyter Notebook and Solana. 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 Margin Management against them. Open each page to compare what they document and how they install.