fin-guru-quant-analysis
Quantitative Analysis Skill
Execute structured quantitative analysis workflows with statistical validation.
Workflow Steps
- Plan — Define statistical modeling objectives, metrics, and assumptions
- Data Validation — Use
data_validator_cli.pyfor statistical validity (outliers, gaps, splits) - Risk Metrics — Use
risk_metrics_cli.pyfor VaR/CVaR/Sharpe/Sortino/Drawdown (minimum 90 days) - Momentum Analysis — Use
momentum_cli.pyfor confluence analysis - Volatility Metrics — Use
volatility_cli.pyfor regime analysis - Correlation Analysis — Use
correlation_cli.pyfor diversification and covariance matrices - Factor Analysis — Use
factors_cli.pyfor Fama-French 3-factor, Carhart 4-factor models - Strategy Validation — Use
backtester_cli.pywith transaction costs and realistic slippage - Portfolio Optimization — Use
optimizer_cli.pyfor mean-variance, risk parity, max Sharpe, Black-Litterman
CLI Commands
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
|
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.
23