🦷 Dentalpreneur by day, tech tinkerer by night. I build SaaS tools to streamline dental workflows, automate the boring stuff, and make life a bit smarter.
Ossie Irondi publishes skills that give AI agents finance and portfolio capabilities, including PDF equity and ETF analysis reports with charts and sentiment integration, dividend income tracking, and syncing of brokerage and bank transactions into a local database. Their Finance Guru series adds research, quantitative risk analysis, compliance review, and checklist-based quality gates, and it is notable for pairing analysis with explicit disclosure and verification steps.
Finance Guru
18 skills · 333 stars · AGPL-3.0
Compliance Scan Privacy and security compliance scanner for the Finance Guru repo.
Dividend Tracking Refresh the local DB, then read and analyze DIVIDEND rows from family_office.db for Layer 2 incom…
Fin Core Finance Guru™ Core Context Loader
Auto-loads essential Finance Guru system configuration and user…
Fin Guru Checklist Run a pass or fail checklist from fin-guru/checklists/ against a deliverable, such as the margin…
Fin Guru Compliance Review Compliance review of a Finance Guru deliverable or a proposed position.
Fin Guru Create Doc Write a Finance Guru document from a template in fin-guru/templates/, such as an analysis report,…
Fin Guru Learner Profile Build or update the owner's learner profile for teaching and onboarding, covering literacy level,…
Fin Guru Output Contract The six-part shape of every Finance Guru analysis answer: bottom line, a numbers table that names…
Fin Guru Quant Analysis Quantitative analysis of tickers or the portfolio through the engine's calculators.
Fin Guru Research Market research on a ticker, sector, or theme with dated sources, plus technical screening throug…
Fin Guru Strategize Turn research and quantitative results into a portfolio strategy with allocation changes, entry t…
Finance Report Generate institutional-quality PDF analysis reports for stocks and ETFs.
Instance Onboarding Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the…
Margin Management Monitor the margin-living strategy from the live DB snapshot.
Monte Carlo Run Monte Carlo simulations for Finance Guru portfolio strategy.
Portfolio Syncing Refresh positions and balances from SnapTrade into family_office.db, then validate the snapshot.
Retirement Syncing Parse and report retirement holdings from Vanguard and Fidelity CSV exports.
Transaction Syncing Refresh investment activities and card/bank expenses into family_office.db, then review spending.