python-performance-optimization
Profile and optimize Python code using cProfile, memory profilers, and performance best practices. Use when debugging slow Python code, optimizing bottlenecks, or improving application performance.
readiness-report
Evaluate how well a codebase supports autonomous AI development. Analyzes repositories across nine technical pillars (Style & Validation, Build System, Testing, Documentation, Dev Environment, Debugging & Observability, Security, Task Discovery, Product & Analytics) and five maturity levels. Use when users request `/readiness-report` or want to assess agent readiness, codebase maturity, or identify gaps preventing effective AI-assisted development.
verification-before-completion
Use when about to claim work is complete, fixed, or passing, before committing or creating PRs - requires running verification commands and confirming output before making any success claims; evidence before assertions always
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.
MonteCarlo
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.
PortfolioSyncing
Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports multiple brokers (Fidelity, Schwab, Vanguard, etc.). USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR working with Portfolio_Positions CSVs. Handles position updates, SPAXX/margin validation, safety checks, and formula protection.
TransactionSyncing
Import Fidelity transaction history CSV into Google Sheets with smart categorization. USE WHEN user mentions "sync transactions", "import transactions", "transaction history", OR wants to import Fidelity History CSV. Routes debit card purchases to Expense Tracker with auto-categorization.
dividend-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.
fin-core
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fin-guru-checklist
Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists.
fin-guru-compliance-review
Execute comprehensive compliance reviews for Finance Guru deliverables. Validates disclaimers, data handling, risk disclosures, and regulatory positioning.
fin-guru-create-doc
Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
fin-guru-learner-profile
Build and manage learner profiles for Finance Guru teaching and onboarding. Progressive profiling with ADHD-aware assessment and personalized learning paths.
fin-guru-quant-analysis
Perform quantitative analysis of returns, correlations, risk factors, and portfolio optimization. Statistical modeling with institutional-grade rigor.
fin-guru-research
Execute comprehensive market research workflows. Covers market intelligence gathering, sector analysis, security research, and competitive intelligence with temporal validation.
fin-guru-strategize
Develop comprehensive portfolio strategies from quantitative analysis. Integrates margin, dividend, and cash-flow tactics into actionable wealth-building plans.
formula-protection
Prevent accidental modification of sacred spreadsheet formulas in Google Sheets Portfolio Tracker. Blocks edits to GOOGLEFINANCE formulas, calculated columns, and total rows. Allows only IFERROR wrappers, fixing broken references, and expanding ranges. Triggers on update formula, modify column, fix errors, or any attempt to edit formula-based cells.
margin-management
Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.
retirement-syncing
Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files.