fin-guru-checklist
Checklist Execution Skill
Apply structured quality checklists to Finance Guru deliverables and workflows.
Available Checklists
| 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 |
Workflow
- Load the appropriate checklist from
{project-root}/fin-guru/checklists/ - Apply each checklist item to the target deliverable
- Document pass/fail status for each item
- Generate summary with remediation requirements for failed items
- Provide final verdict: PASS, CONDITIONAL PASS, or FAIL
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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.
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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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