Agent skill

Fin Guru Checklist

by AojdevStudio in AojdevStudio/Finance-Guru

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.

Custom licenceAuto-check passedTesting & QA

Install Fin Guru Checklist

skills CLI
$ npx skills add AojdevStudio/Finance-Guru --skill fin-guru-checklist -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install AojdevStudio/Finance-Guru fin-guru-checklist --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/fin-guru-checklist .claude/skills/fin-guru-checklist && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
fin-guru-checklist
GitHub stars
322
Token cost
~382 tokens
SKILL.md length
110 words
Files
1
Skills in repo
18
Repo updated
First seen
Licence
Custom licence

At a glance

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.

  • Works in 5 steps: Load the appropriate checklist from… → Apply each checklist item to the target… → Document pass/fail status for each item → …
  • A deliverable needs a final quality gate
  • SKILL.md covers Available Checklists, Workflow and Requirements
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Fin Guru Checklist is an agent skill from AojdevStudio/Finance-Guru. 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. Use when a deliverable needs a final quality gate or the owner asks whether an analysis is complete. Not for a full compliance review with ITC risk (use fin-guru-compliance-review).

Its SKILL.md is about 380 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Testing & QA, covering Regulatory compliance and Quality gates. The repository describes itself as: Self-hosted family office engine: typed Python calculators, a private SQLite ledger, and specialist agents for Claude Code and Codex. Agents propose. Typed code computes.

When your agent uses it

  • A deliverable needs a final quality gate
  • The owner asks whether an analysis is complete

Example prompts

  • “/fin-guru-checklist”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Load the appropriate checklist from {project-root}/fin-guru/checklists/
  2. Apply each checklist item to the target deliverable
  3. Document pass/fail status for each item
  4. Generate summary with remediation requirements for failed items
  5. Provide final verdict: PASS, CONDITIONAL PASS, or FAIL

What it can do on your machine

Read from SKILL.md and the folder at commit a81bcd7. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Fin Guru Checklist loads about 382 tokens when it runs. Until then it costs about 90 tokens; SKILL.md has 110 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~90
When it runs · the whole SKILL.md, loaded when a task matches
~382

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 110 words (~382 tokens).

“Apply structured quality checklists to Finance Guru deliverables and workflows.”

— opening of SKILL.md by AojdevStudio, Custom licence
name
fin-guru-checklist

Read the full SKILL.md on GitHub

Files

Just SKILL.md in .claude/skills/fin-guru-checklist of AojdevStudio/Finance-Guru.

Open the folder on GitHubat commit a81bcd7

Compare with similar skills

Fin Guru Checklist next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Fin Guru Checklist compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Fin Guru Checklist this skillAojdevStudio/Finance-Guru322—~382Automated safety check: PassCustom licence
Verifyagenticnotetaking/arscontexta3.5k—~5.7kAutomated safety check: PassMIT
Visual Acceptance ReviewJason904/ui-skill-lab144—~1.1kAutomated safety check: PassMIT
Feature Plannerserendipity1004/cc-feature-implementer176—~2.4kAutomated safety check: PassNone
Ccg Workflowfengshao1227/ccg-workflow5.9k—~2.3kAutomated safety check: PassMIT
Conducty Checkpointrobertbarclayy/conducty176—~1.5kAutomated safety check: PassMIT

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More from AojdevStudio/Finance-Guru

All 18 skills in this repo
  • Compliance Scan

    AojdevStudio/Finance-Guru

    Privacy and security compliance scanner for the Finance Guru repo.

    322 GitHub stars~2.6k tokensUpdated 2 days ago
    Auto-check: notes
  • Dividend Tracking

    AojdevStudio/Finance-Guru

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

    322 GitHub stars~1.2k tokensUpdated 2 days ago
    Auto-check passed
  • Fin Guru Compliance Review

    AojdevStudio/Finance-Guru

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

    322 GitHub stars~801 tokensUpdated 2 days ago
    Auto-check passed
  • Fin Guru Output Contract

    AojdevStudio/Finance-Guru

    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.

    322 GitHub stars~529 tokensUpdated 2 days ago
    Auto-check passed
  • Fin Guru Quant Analysis

    AojdevStudio/Finance-Guru

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

    322 GitHub stars~838 tokensUpdated 2 days ago
    Auto-check passed
  • Fin Guru Strategize

    AojdevStudio/Finance-Guru

    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.

    322 GitHub stars~825 tokensUpdated 2 days ago
    Auto-check passed

Questions about Fin Guru Checklist

What does Fin Guru Checklist do?

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. Fin Guru Checklist is an agent skill from AojdevStudio/Finance-Guru. 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.

When should I use Fin Guru Checklist?

Fin Guru Checklist fits situations like: A deliverable needs a final quality gate; the owner asks whether an analysis is complete.

How do I install Fin Guru Checklist in Claude Code?

Run `npx skills add AojdevStudio/Finance-Guru --skill fin-guru-checklist -a claude-code`. Or copy the skill folder (.claude/skills/fin-guru-checklist in AojdevStudio/Finance-Guru) into .claude/skills/fin-guru-checklist in your project. Claude Code loads it when a task matches its description.

How do I install Fin Guru Checklist in Codex?

Run `npx skills add AojdevStudio/Finance-Guru --skill fin-guru-checklist -a codex`. Or copy the skill folder (.claude/skills/fin-guru-checklist in AojdevStudio/Finance-Guru) into .agents/skills/fin-guru-checklist in your project. Codex loads it when a task matches its description.

Can I use Fin Guru Checklist in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add AojdevStudio/Finance-Guru --skill fin-guru-checklist -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/fin-guru-checklist, .gemini/skills/fin-guru-checklist, .github/skills/fin-guru-checklist and .opencode/skills/fin-guru-checklist in your project.

What does Fin Guru Checklist need to run?

SKILL.md names no scripts, command-line tools or credentials: Fin Guru Checklist is instructions for the agent only.

Does Fin Guru Checklist access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Fin Guru Checklist safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Fin Guru Checklist use?

Fin Guru Checklist has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Fin Guru Checklist use?

About 382 tokens (SKILL.md is roughly 1.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Fin Guru Checklist?

Skills that share tags, products or a category with Fin Guru Checklist: Verify (agenticnotetaking/arscontexta, 3.5k stars), Visual Acceptance Review (Jason904/ui-skill-lab, 144 stars), Feature Planner (serendipity1004/cc-feature-implementer, 176 stars) and Ccg Workflow (fengshao1227/ccg-workflow, 5.9k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Fin Guru Checklist?

AojdevStudio (a GitHub user) maintains it in AojdevStudio/Finance-Guru, which has 322 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on October 7, 2026.

Source: AojdevStudio/Finance-Guru on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.