fin-guru-strategize
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.pyandmomentum_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.mdfor margin tactics - Load
dividend-framework.mdfor income strategies - Load
cashflow-policy.mdfor cash flow optimization - Load
modern-income-vehicles.mdfor Layer 2 evaluation criteria
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