.claude/skills/fin-guru-checklist/SKILL.md
Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists.
npx skillsauth add aojdevstudio/finance-guru fin-guru-checklistInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Apply structured quality checklists to Finance Guru deliverables and workflows.
| Checklist | Path | Used By |
|-----------|------|---------|
| Margin Strategy | {project-root}/fin-guru/checklists/margin-strategy.md | Margin Specialist |
| Dividend Framework | {project-root}/fin-guru/checklists/dividend-framework.md | Dividend Specialist |
| General Quality | {project-root}/fin-guru/checklists/ | QA Advisor, Compliance Officer |
{project-root}/fin-guru/checklists/{current_date}development
Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files.
devops
Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.
development
Prevent accidental modification of sacred spreadsheet formulas in Google Sheets Portfolio Tracker. Blocks edits to GOOGLEFINANCE formulas, calculated columns, and total rows. Allows only IFERROR wrappers, fixing broken references, and expanding ranges. Triggers on update formula, modify column, fix errors, or any attempt to edit formula-based cells.
development
Develop comprehensive portfolio strategies from quantitative analysis. Integrates margin, dividend, and cash-flow tactics into actionable wealth-building plans.