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By AojdevStudio

18 skills found.
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#SkillRepositoryStarsUsed inTokensAuto-checkLicenceUpdated
1

Privacy and security compliance scanner for the Finance Guru repo.

AojdevStudio/Finance-Guru322—~2.6kAutomated safety check: NotesUnknowntoday
2

Refresh the local DB, then read and analyze DIVIDEND rows from familyoffice.db for Layer 2 income tracking.

AojdevStudio/Finance-Guru322—~1.2kAutomated safety check: PassUnknowntoday
3

Compliance review of a Finance Guru deliverable or a proposed position.

AojdevStudio/Finance-Guru322—~801Automated safety check: PassUnknowntoday
4

The six-part shape of every Finance Guru analysis answer: bottom line, a numbers table that names the source command, assumptions and gaps, confidence, evidence, and the disclaimer.

AojdevStudio/Finance-Guru322—~529Automated safety check: PassUnknowntoday
5

Quantitative analysis of tickers or the portfolio through the engine's calculators.

AojdevStudio/Finance-Guru322—~838Automated safety check: PassUnknowntoday
6

Turn research and quantitative results into a portfolio strategy with allocation changes, entry timing, position sizing, margin and dividend tactics, and an implementation plan with triggers.

AojdevStudio/Finance-Guru322—~825Automated safety check: PassUnknowntoday
7

Generate institutional-quality PDF analysis reports for stocks and ETFs.

AojdevStudio/Finance-Guru322—~1.7kAutomated safety check: PassUnknowntoday
8

Monitor the margin-living strategy from the live DB snapshot.

AojdevStudio/Finance-Guru322—~3.5kAutomated safety check: NotesUnknowntoday
9

Run Monte Carlo simulations for Finance Guru portfolio strategy.

AojdevStudio/Finance-Guru322—~1kAutomated safety check: PassUnknowntoday
10

Refresh positions and balances from SnapTrade into familyoffice.db, then validate the snapshot.

AojdevStudio/Finance-Guru322—~1.5kAutomated safety check: NotesUnknowntoday
11

Parse and report retirement holdings from Vanguard and Fidelity CSV exports.

AojdevStudio/Finance-Guru322—~1.6kAutomated safety check: PassUnknowntoday
12

Refresh investment activities and card/bank expenses into familyoffice.db, then review spending.

AojdevStudio/Finance-Guru322—~3.5kAutomated safety check: NotesUnknowntoday
13

Write a Finance Guru document from a template in fin-guru/templates/, such as an analysis report, buy ticket, compliance memo, Excel model spec, presentation, or onboarding report.

AojdevStudio/Finance-Guru322—~771Automated safety check: PassUnknowntoday
14

Build or update the owner's learner profile for teaching and onboarding, covering literacy level, learning preferences, risk tolerance, goals, time limits, and ADHD-friendly pacing.

AojdevStudio/Finance-Guru322—~508Automated safety check: PassUnknowntoday
15

Market research on a ticker, sector, or theme with dated sources, plus technical screening through the screener, moving-average, momentum, and volatility calculators.

AojdevStudio/Finance-Guru322—~622Automated safety check: PassUnknowntoday
16

Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout.

AojdevStudio/Finance-Guru322—~815Automated safety check: PassUnknowntoday
17

Run a pass or fail checklist from fin-guru/checklists/ against a deliverable, such as the margin strategy, dividend framework, or cash-flow policy checklist.

AojdevStudio/Finance-Guru322—~382Automated safety check: PassUnknowntoday
18

Finance Guru™ Core Context Loader Auto-loads essential Finance Guru system configuration and user profile at session start.

AojdevStudio/Finance-Guru322—~1.2kAutomated safety check: NotesUnknowntoday