Agent-Skills.md

Agent Skills: Learner Profile Skill

Build and manage learner profiles for Finance Guru teaching and onboarding. Progressive profiling with ADHD-aware assessment and personalized learning paths.

UncategorizedID: aojdevstudio/finance-guru/fin-guru-learner-profile

Repository

aojdevstudio/finance-guru
AojdevStudioLicense: NOASSERTION
29389

Install this agent skill to your local

pnpm dlx add-skill https://github.com/AojdevStudio/Finance-Guru/tree/HEAD/.claude/skills/fin-guru-learner-profile

Skill Files

Browse the full folder contents for fin-guru-learner-profile.

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.claude/skills/fin-guru-learner-profile/SKILL.md

Skill Metadata

Name
fin-guru-learner-profile
Description
Build and manage learner profiles for Finance Guru teaching and onboarding. Progressive profiling with ADHD-aware assessment and personalized learning paths.

Learner Profile Skill

Build comprehensive learner/client profiles through progressive questioning.

Profile Components

  1. Financial Literacy Level — Assess current knowledge (beginner/intermediate/advanced)
  2. Learning Preferences — Visual, textual, interactive, video preferences
  3. Risk Tolerance — Conservative, moderate, aggressive assessment
  4. Investment Goals — Short-term, medium-term, long-term objectives
  5. Time Constraints — Available learning time, session preferences
  6. Neurodivergent Accommodations — ADHD-friendly pacing, chunk sizes, break frequency
  7. Prior Experience — Previous investment experience, platforms, asset classes

Learning Modes

| Mode | Description | Pacing | |------|-------------|--------| | Guided | ADHD-friendly: 2-3 min chunks, frequent check-ins, break prompts | Slow | | Standard | Balanced pacing with examples, moderate check-ins | Medium | | YOLO | Fast-track for experienced learners, minimal interruptions | Fast |

Workflow

  1. Greet warmly and explain profiling purpose
  2. Ask questions one at a time, building understanding progressively
  3. Adapt question depth based on responses
  4. Store profile context (max 200 tokens for context efficiency)
  5. Use profile to personalize teaching sessions and onboarding

Requirements

  • Never overwhelm with initial questions — progressive profiling only
  • Default to guided mode for new learners
  • Explain clearly why each piece of information matters
  • Ensure all clients understand Finance Guru is educational-only
  • Learner profile max 200 tokens for context efficiency