Agent skill

Fin Guru Strategize

by AojdevStudio in 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.

Custom licenceAuto-check passedAgent Workflows

Install Fin Guru Strategize

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

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

GitHub CLI
$ gh skill install AojdevStudio/Finance-Guru fin-guru-strategize --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-strategize .claude/skills/fin-guru-strategize && 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-strategize
GitHub stars
322
Token cost
~825 tokens
SKILL.md length
260 words
Files
1
Skills in repo
18
Repo updated
First seen
Licence
Custom licence

At a glance

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.

  • Works in 6 steps: Review Analysis — Ingest quantitative… → Objective Alignment — Confirm client… → Strategy Development — Map analytical… → …
  • The owner asks what to buy
  • SKILL.md covers Capability probe, Workflow Steps, Integration Points and Risk Validation Tools, plus 2 more sections
  • Calls uv

What it does

Fin Guru Strategize is an agent skill from 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. Use when the owner asks what to buy, sell, trim, or rotate, how much to put into a position, or how to deploy monthly income across portfolio layers. Not for raw risk numbers (use fin-guru-quant-analysis) or a margin dashboard update (use margin-management).

Its SKILL.md is about 830 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 Agent Workflows, covering Planning. 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

  • The owner asks what to buy
  • How much to put into a position
  • How to deploy monthly income across portfolio layers

Example prompts

  • “/fin-guru-strategize”

Requirements

  • Python 3

Workflow steps

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

  1. Review Analysis — Ingest quantitative outputs (risk metrics, momentum, correlations)
  2. Objective Alignment — Confirm client goals, risk tolerance, and policy constraints
  3. Strategy Development — Map analytical insights to actionable recommendations
  4. Risk Validation — Validate proposed positions using risk_metrics_cli.py and momentum_cli.py
  5. Implementation Plan — Create detailed execution roadmap with timing and triggers
  6. Monitoring Framework — Establish performance tracking and alert systems

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

    Shell commands in SKILL.md call:

    • uv

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

  • Network

    No URLs in SKILL.md. Its commands use uv, which can reach the network depending on how they are called.

    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 Strategize loads about 825 tokens when it runs. Until then it costs about 118 tokens; SKILL.md has 260 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~118
When it runs · the whole SKILL.md, loaded when a task matches
~825

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 260 words (~825 tokens).

“Convert quantitative analysis into actionable strategic recommendations.”

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

Read the full SKILL.md on GitHub

Files

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

Open the folder on GitHubat commit a81bcd7

Compare with similar skills

Fin Guru Strategize 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 Strategize compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Fin Guru Strategize this skillAojdevStudio/Finance-Guru322—~825Automated safety check: PassCustom licence
Executing Plans Inlineobra/superpowers297k2 repos~5.1kAutomated safety check: PassMIT
Interview Meaddyosmani/agent-skills103k6 repos~3.8kAutomated safety check: PassMIT
OpenSpec Guided OnboardingFission-AI/OpenSpec71k1 repos~4.5kAutomated safety check: PassMIT
Writing Plansgeeksblabla/stateofdev.ma16357 repos~661Automated safety check: PassNone
Subagent Driven DevelopmentAsvarox/allkaraoke26137 repos~1.2kAutomated safety check: PassNone

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  • Fin Guru Quant Analysis

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

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  • Finance Report

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Categories

Questions about Fin Guru Strategize

What does Fin Guru Strategize do?

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. Fin Guru Strategize is an agent skill from 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.

When should I use Fin Guru Strategize?

Fin Guru Strategize fits situations like: the owner asks what to buy; how much to put into a position; how to deploy monthly income across portfolio layers.

How do I install Fin Guru Strategize in Claude Code?

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

How do I install Fin Guru Strategize in Codex?

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

Can I use Fin Guru Strategize 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-strategize -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-strategize, .gemini/skills/fin-guru-strategize, .github/skills/fin-guru-strategize and .opencode/skills/fin-guru-strategize in your project.

What does Fin Guru Strategize need to run?

Going by SKILL.md and its folder, Fin Guru Strategize needs the command-line tools its instructions call (uv). Our summary lists: Python 3.

Does Fin Guru Strategize access the network?

SKILL.md contains no URLs. Its commands use uv, which can reach the network depending on how they are called. This is read from the text; nothing was executed.

Is Fin Guru Strategize 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 Strategize use?

Fin Guru Strategize 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 Strategize use?

About 825 tokens (SKILL.md is roughly 3.3k 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 Strategize?

Skills that share tags, products or a category with Fin Guru Strategize: Executing Plans Inline (obra/superpowers, 297k stars), Interview Me (addyosmani/agent-skills, 103k stars), OpenSpec Guided Onboarding (Fission-AI/OpenSpec, 71k stars) and Writing Plans (geeksblabla/stateofdev.ma, 163 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Fin Guru Strategize?

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.