Agent Skills › AojdevStudio/Finance-Guru › fin-guru-strategize

fin-guru-strategize

GitHub

将量化分析转化为可执行的投资组合策略，整合保证金、股息和现金流战术，生成包含风险验证和实施路线图的综合财富构建计划。

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

Trigger Scenarios

需要制定投资组合策略量化分析结果需转化为行动建议

Install

npx skills add AojdevStudio/Finance-Guru --skill fin-guru-strategize -g -y

More Options

Non-standard path

npx skills add https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/fin-guru-strategize -g -y

Use without installing

npx skills use AojdevStudio/Finance-Guru@fin-guru-strategize

指定 Agent (Claude Code)

npx skills add AojdevStudio/Finance-Guru --skill fin-guru-strategize -a claude-code -g -y

安装 repo 全部 skill

npx skills add AojdevStudio/Finance-Guru --all -g -y

预览 repo 内 skill

npx skills add AojdevStudio/Finance-Guru --list

SKILL.md

Frontmatter

{
    "name": "fin-guru-strategize",
    "description": "Develop comprehensive portfolio strategies from quantitative analysis. Integrates margin, dividend, and cash-flow tactics into actionable wealth-building plans."
}

Strategy Integration Skill

Convert quantitative analysis into actionable strategic recommendations.

Workflow Steps

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

Integration Points

Load margin-strategy.md for margin tactics
Load dividend-framework.md for income strategies
Load cashflow-policy.md for cash flow optimization
Load modern-income-vehicles.md for Layer 2 evaluation criteria

Risk Validation Tools

# Pre-trade risk validation
uv run python src/analysis/risk_metrics_cli.py TICKER --days 252 --benchmark SPY

# Entry timing analysis
uv run python src/utils/momentum_cli.py TICKER --days 90

# Volatility-based position sizing
uv run python src/utils/volatility_cli.py TICKER --days 90

# Portfolio optimization
uv run python src/strategies/optimizer_cli.py TICKERS --method max_sharpe

Requirements

ALL strategic recommendations MUST include risk-adjusted metrics (Sharpe, Sortino, Max Drawdown)
Distribution variance of ±5-15% monthly is NORMAL for options-based funds — do not flag
Evaluate Layer 2 holdings on trailing 12-month yield, not monthly distribution changes
Only recommend selling on RED FLAGS (>30% sustained decline, NAV erosion, strategy changes)
Verify all market assumptions are based on current date conditions