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.
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…
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…
Use whenever calling ERPipe or Odoo MCP tools (user-erpipe, GetMcpTools, listinstances, modelfacts, searchrecords, previewwrite, executemethod, executeapprovedwrite, recallmemory, rememberepisode, forgetmemory). Token-efficient tool discovery and the golden Odoo loop. Apply in any repo that uses the ERPipe MCP server.
Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout. Use after installing the finance-guru plugin.
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