dhh-rails-style
<essential_principles>
Core Philosophy
"The best code is the code you don't write. The second best is the code that's obviously correct."
Vanilla Rails is plenty:
- Rich domain models over service objects
- CRUD controllers over custom actions
- Concerns for horizontal code sharing
- Records as state instead of boolean columns
- Database-backed everything (no Redis)
- Build solutions before reaching for gems
More from aojdevstudio/finance-guru
financereport
Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.
591montecarlo
Run Monte Carlo simulations for Finance Guru portfolio strategy. USE WHEN user mentions monte carlo OR run simulation OR stress test portfolio OR probability analysis OR income projections OR margin safety analysis. Supports 4-layer portfolio (Growth, Income, Hedge, GOOGL) with auto-detection of current values from Fidelity CSV.
40dividend-tracking
Sync dividend data from Fidelity CSV to Dividends sheet. Reads dividend.csv from notebooks/updates/, calculates actual dividends received (shares × amount per share), writes to input area (rows 2-46), then clicks Add Dividend button to process. Triggers on sync dividends, update dividends, dividend tracker, layer 2 income, or monthly dividend analysis.
28portfoliosyncing
Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports Fidelity (automated) with multi-broker planned. USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR ingest positions OR bring in positions OR downloaded from Fidelity OR working with Portfolio_Positions CSVs. Handles file ingestion from Downloads, position updates, SPAXX/margin validation, safety checks, and formula protection.
28fin-core
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27transactionsyncing
Import and manage Fidelity transaction history CSVs. Two workflows - IngestTransactions (local rolling archive from Downloads) and SyncTransactions (Google Sheets push). USE WHEN user mentions "sync transactions", "import transactions", "ingest transactions", "transaction history", OR wants to import Fidelity History CSV.
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