.claude/skills/fin-guru-research/SKILL.md
Execute comprehensive market research workflows. Covers market intelligence gathering, sector analysis, security research, and competitive intelligence with temporal validation.
npx skillsauth add aojdevstudio/finance-guru fin-guru-researchInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Execute structured market research with source validation and temporal awareness.
screener_cli.py — Multi-pattern technical screening (8 patterns)moving_averages_cli.py — Trend identification (SMA/EMA/WMA/HMA)momentum_cli.py — Confluence analysis (RSI, MACD, Stochastic, Williams %R, ROC)volatility_cli.py — Regime analysis and opportunity assessmentdata_validator_cli.py — Data integrity verification (100% quality required)itc_risk_cli.py — Market-implied risk scores for supported tickersdevelopment
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.