AojdevStudio

AojdevStudio/Finance-Guru

Hook Claude Code

Runs after a tool call finishes for Edit, MultiEdit and Write tool calls, executing post-tool-use-tracker.ts via bun. From AojdevStudio/Finance-Guru.

AojdevStudio/Finance-Guru

Hook Claude Code

Runs when the agent finishes a response, executing stop-build-check-enhanced.sh. From AojdevStudio/Finance-Guru.

AojdevStudio/Finance-Guru

Settings file Claude Code

Agent settings declaring 4 hook events (SessionStart, UserPromptSubmit, PostToolUse, Stop) and 7 allowed tools.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Run Monte Carlo simulations for Finance Guru portfolio strategy. USE WHEN user mentions monte carlo OR run simulation OR stress test portfolio OR probability analysis OR income projections OR margin safety analysis. Supports 4-layer portfolio (Growth, Income, Hedge, GOOGL) with auto-detection of current values from…

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Refresh positions and balances from SnapTrade into familyoffice.db, then validate the snapshot. Reads live positions, cost basis, SPAXX, and margin from the DB (never a stale CSV). USE WHEN user mentions sync portfolio OR update positions OR portfolio-sync OR refresh positions OR downloaded from Fidelity.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Refresh investment activities and card/bank expenses into familyoffice.db, then review spending. Investment activities come from the DB transactions table (SnapTrade); debit-card and bank spending comes from the DB banktransactions table (SimpleFIN), auto-categorized. Sync-first so nothing is stale. USE WHEN user…

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Privacy and security compliance scanner for the Finance Guru repo. Catches API tokens, account numbers, dispatcher URLs, owner-name leaks, untracked sensitive files, and gitignore gaps before they reach GitHub. Use this skill whenever the user says "compliance scan", "is this safe to push", "scan for PII", "secrets…

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Refresh the local DB, then read and analyze DIVIDEND rows from familyoffice.db for Layer 2 income tracking. Sync-first so dividend income is never stale; symbol resolution for null tickers is handled in the activities sync. Triggers on sync dividends, update dividends, dividend tracker, layer 2 income, or monthly…

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

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.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Execute comprehensive compliance reviews for Finance Guru deliverables. Validates disclaimers, data handling, risk disclosures, and regulatory positioning.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Build and manage learner profiles for Finance Guru teaching and onboarding. Progressive profiling with ADHD-aware assessment and personalized learning paths.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Perform quantitative analysis of returns, correlations, risk factors, and portfolio optimization. Statistical modeling with institutional-grade rigor.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Execute comprehensive market research workflows. Covers market intelligence gathering, sector analysis, security research, and competitive intelligence with temporal validation.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Develop comprehensive portfolio strategies from quantitative analysis. Integrates margin, dividend, and cash-flow tactics into actionable wealth-building plans.

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Monitor the margin-living strategy from the live DB snapshot. Refreshes the local database first, then reads margin balance, interest costs, dividend coverage ratio, and portfolio-to-margin thresholds. Triggers safety alerts for large draws and gives time-based scaling recommendations. Use when updating margin…

AojdevStudio/Finance-Guru

Skill Claude CodeCodex

Parse and report retirement holdings from Vanguard and Fidelity CSV exports. CSV-only by design — the Vanguard IRAs and Fidelity 401k are not connected in SnapTrade, so there is no live/DB path yet and no persistent destination. Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or…

AojdevStudio/Finance-Guru

Cursor rule Cursor

Use Bun instead of Node.js, npm, pnpm, or vite.

AojdevStudio/Finance-Guru

Instructions file CodexOpenCode

AGENTS.md instructions for AojdevStudio/Finance-Guru, covering project overview, architecture, multi-agent system, path variable system and external tool requirements.

AojdevStudio/Finance-Guru

Instructions file

Claude Code instructions for AojdevStudio/Finance-Guru, a project described as: Finance Guru™ - AI-powered family office system built on BMAD-CORE™ v6 architecture.

AojdevStudio/Finance-Guru

Agent

Load into memory {project-root}/fin-guru/config.yaml and set all variablesRemember the user's name is {username}ALWAYS communicate in {communicationlanguage}Load COMPLETE file {project-root}/fin-guru/data/system-context.md into permanent context.

AojdevStudio/Finance-Guru

Agent

Finance Guru™ - AI-powered family office system built on BMAD-CORE™ v6 architecture.