Finance Guru™ - AI-powered family office system built on BMAD-CORE™ v6 architecture
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.
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…
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.
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…
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…
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…
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.
Skill Claude CodeCodex
Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists.
Skill Claude CodeCodex
Execute comprehensive compliance reviews for Finance Guru deliverables. Validates disclaimers, data handling, risk disclosures, and regulatory positioning.
Skill Claude CodeCodex
Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
Skill Claude CodeCodex
Build and manage learner profiles for Finance Guru teaching and onboarding. Progressive profiling with ADHD-aware assessment and personalized learning paths.
Skill Claude CodeCodex
Perform quantitative analysis of returns, correlations, risk factors, and portfolio optimization. Statistical modeling with institutional-grade rigor.
Skill Claude CodeCodex
Execute comprehensive market research workflows. Covers market intelligence gathering, sector analysis, security research, and competitive intelligence with temporal validation.
Skill Claude CodeCodex
Develop comprehensive portfolio strategies from quantitative analysis. Integrates margin, dividend, and cash-flow tactics into actionable wealth-building plans.
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…
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…