Agent skill

Margin Management

by AojdevStudio in AojdevStudio/Finance-Guru

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

Custom licenceAuto-check: notes

Install Margin Management

skills CLI
$ npx skills add AojdevStudio/Finance-Guru --skill margin-management -a claude-code

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

GitHub CLI
$ gh skill install AojdevStudio/Finance-Guru margin-management --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/margin-management .claude/skills/margin-management && 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
margin-management
GitHub stars
322
Token cost
~3.5k tokens
SKILL.md length
1,102 words
Files
1
Skills in repo
18
Repo updated
First seen
Licence
Custom licence

At a glance

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

  • Safety alerts for large draws and gives time-based scaling recommendations
  • SKILL.md covers Purpose, Step 0: Refresh (sync-first,…, When to Use and Personal Strategy Inputs, plus 8 more sections
  • Calls uv and sqlite3
  • Updating margin

What it does

Margin Management is an agent skill from AojdevStudio/Finance-Guru. 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, balances, coverage ratio, or margin strategy analysis.

Its SKILL.md is about 3.5k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

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

  • Safety alerts for large draws and gives time-based scaling recommendations
  • Updating margin
  • Margin strategy analysis

Example prompts

  • “/margin-management”

Requirements

  • Python 3

What it can do on your machine

Read from SKILL.md and the folder at commit 90c235e. 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
    • sqlite3

    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

Margin Management loads about 3.5k tokens when it runs. Until then it costs about 96 tokens; SKILL.md has 1,102 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~96
When it runs · the whole SKILL.md, loaded when a task matches
~3.5k

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: notes

The automated check noted patterns worth knowing about, such as sudo or a known installer.

  • NoteMentions a .env fileSKILL.md:34
    Static private assumptions come from `.env` (see `.env.example`). Current portfolio facts come from the **local DB `bala
  • NoteMentions a .env fileSKILL.md:36
    ### Required `.env` values
  • NoteMentions a .env fileSKILL.md:43
    - Live facts are not `.env` values: portfolio value, margin balance, interest cost, dividend income, coverage ratio, and
  • NoteMentions a .env fileSKILL.md:49
    ysis.margin_metrics --pretty`. It loads `.env`, reads the latest `balances` row from `family_office.db` (the `db` source
  • NoteMentions a .env fileSKILL.md:51
    e` set). Requires `SNAPTRADE_*` keys in `.env` for the refresh.
  • NoteMentions a .env fileSKILL.md:314
    nts.yaml` and `SNAPTRADE_*` keys are in `.env`
  • NoteMentions a .env fileSKILL.md:315
    - [ ] `DATABASE_URL` is set in `.env`

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 1,102 words (~3,546 tokens).

“Monitor and manage margin-living strategy by tracking margin balances, interest costs, dividend coverage ratios, and portfolio-to-margin safety thresholds. Provides data-driven scaling recommendations based on strategy milestones.”

— opening of SKILL.md by AojdevStudio, Custom licence
name
margin-management

Read the full SKILL.md on GitHub

Files

Just SKILL.md in .claude/skills/margin-management of AojdevStudio/Finance-Guru.

Open the folder on GitHubat commit 90c235e

Compare with similar skills

Margin Management 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.

Margin Management compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Margin Management this skillAojdevStudio/Finance-Guru322—~3.5kAutomated safety check: NotesCustom licence
Monitor Streamruvnet/ruflo74k—~188Automated safety check: PassMIT
Qdrant Monitoringgithub/awesome-copilot40k1 repos~276Automated safety check: PassMIT
Live DashboardNousResearch/hermes-agent252k—~2.1kAutomated safety check: PassMIT
Live Dashboardnexu-io/open-design100k—~2.1kAutomated safety check: PassApache-2.0
Agent Performance Monitorruvnet/ruflo74k2 repos~4.9kAutomated safety check: PassMIT

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Questions about Margin Management

What does Margin Management do?

Monitor the margin-living strategy from the live DB snapshot. Margin Management is an agent skill from AojdevStudio/Finance-Guru. Monitor the margin-living strategy from the live DB snapshot.

When should I use Margin Management?

Margin Management fits situations like: safety alerts for large draws and gives time-based scaling recommendations; updating margin; margin strategy analysis.

How do I install Margin Management in Claude Code?

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

How do I install Margin Management in Codex?

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

Can I use Margin Management 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 margin-management -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/margin-management, .gemini/skills/margin-management, .github/skills/margin-management and .opencode/skills/margin-management in your project.

What does Margin Management need to run?

Going by SKILL.md and its folder, Margin Management needs the command-line tools its instructions call (uv and sqlite3). Our summary lists: Python 3.

Does Margin Management 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 Margin Management safe to install?

Our automated static check of SKILL.md found notes only (mentions a .env file), nothing it rates as a warning. It is not a guarantee. Review the folder before installing.

What licence does Margin Management use?

Margin Management 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 Margin Management use?

About 3.5k tokens (SKILL.md is roughly 14k 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 Margin Management?

Skills that share tags, products or a category with Margin Management: Monitor Stream (ruvnet/ruflo, 74k stars), Qdrant Monitoring (github/awesome-copilot, 40k stars), Live Dashboard (NousResearch/hermes-agent, 252k stars) and Live Dashboard (nexu-io/open-design, 100k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Margin Management?

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 6, 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.