--- slug: "finance-guru" source_type: "readme" source_url: "https://cdn.jsdelivr.net/gh/aojdevstudio/finance-guru@main/README.md" repo: "https://github.com/aojdevstudio/finance-guru" source_file: "README.md" branch: "main" --- # Finance Guru™ **Stop juggling 10 browser tabs for financial analysis.** **One command activates 11 AI specialists who work together as your private family office.** --- > *What's new in **v2.1.0** (2026-04-16) and on `main`:* > **Finance Guru Desktop v1** (Electron + Agent SDK) — command palette, modal args, Plotly charts, streaming chat with skill activation. > **Apps expansion** — `apps/simplefin-sync/` (Bun/TS indie SimpleFIN bridge, a Plaid alternative) joins the monorepo. > **Cross-harness skills** — 16 FG skills now symlinked into `.agents/skills/` and `.pi/skills/`, making them portable to pi-coding-agent and any Agent-Skills-standard harness with zero rewrites. > **Agent readiness L4** — repo lifted from L1 (47%) to L4 (89.5%) with devcontainer, structured logging, PII scrubbing, runbooks, release-please, rollback workflow, and more. > **Milestone 2 shipped** — Hedging & Portfolio Protection (Total Return, Rolling Tracker, Hedge Sizer, Hedge Comparison). > **Broker sync workflows** — Portfolio + Transaction ingest pipelines for Fidelity CSVs. > See [CHANGELOG.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/CHANGELOG.md) for the full list. --- ## The Problem I Solved I was drowning in complexity. Every investment decision meant: - Opening Yahoo Finance for prices - Switching to a spreadsheet for calculations - Googling "how to calculate Sharpe ratio" (again) - Copy-pasting data between 5 different tools - Second-guessing myself because I couldn't see the full picture **The real cost wasn't time—it was confidence.** I never felt certain my analysis was complete. ## The Insight What if instead of me becoming an expert in everything, I could have a *team* of experts who already knew my portfolio, my risk tolerance, and my goals? Not a chatbot. Not an app. A **personal family office** that treats me like a wealth management client—but built on AI agents that can actually run calculations. ## What I Built Finance Guru™ is my private AI-powered family office. It's not software you install—it's a system where Claude transforms into specialized financial agents who work exclusively for me. **One command:** ```bash /fin-guru:agents:finance-orchestrator ``` ### The Specialist Team **Eleven specialists activate:** | Agent | Expertise | What They Do | | ------------------------- | ------------ | ------------------------------------------- | | **Cassandra Holt** | Orchestrator | Coordinates the team, routes my requests | | **Market Researcher** | Intelligence | Scans markets, identifies opportunities | | **Quant Analyst** | Data Science | Runs calculations, builds models | | **Strategy Advisor** | Portfolio | Optimizes allocations, validates strategies | | **Compliance Officer** | Risk | Checks position limits, flags concerns | | **Margin Specialist** | Leverage | Analyzes margin strategies safely | | **Dividend Specialist** | Income | Optimizes yield, tracks distributions | | **Onboarding Specialist** | Setup | Guides first-time profile creation | | **Teaching Specialist** | Education | Explains concepts, builds mental models | | **Builder** | Tooling | Drafts new CLI tools and integrations | | **QA Advisor** | Verification | Validates outputs, stress-tests strategies | ## See It In Action **Me:** "Should I add more TSLA to my portfolio?" **What happens behind the scenes:** ```bash # Market Researcher checks momentum uv run python src/utils/momentum_cli.py TSLA --days 90 # Quant Analyst calculates risk metrics uv run python src/analysis/risk_metrics_cli.py TSLA --days 90 --benchmark SPY # Quant Analyst checks market-implied risk uv run python src/analysis/itc_risk_cli.py TSLA --universe tradfi # Strategy Advisor checks correlation with existing holdings uv run python src/analysis/correlation_cli.py TSLA PLTR NVDA --days 90 # Compliance Officer validates position size # → Checks if addition exceeds concentration limits ``` **What I get:** A coordinated answer that considers momentum, risk, correlation, and compliance—not just a single data point. ## The Technical Foundation ### 13 Production-Ready Analysis Tools Every tool follows the same bulletproof pattern: ``` Pydantic Models → Calculator Classes → CLI Interfaces ↓ ↓ ↓ Type Safety Business Logic Agent Access ``` | Category | Tools | Key Metrics | | ------------- | ------------------------------------------------------------ | ---------------------------------------------------------------------- | | **Risk** | Risk Metrics, ITC Risk | VaR, CVaR, Sharpe, Sortino, Max Drawdown, Beta, Alpha | | **Technical** | Momentum, Moving Averages, Volatility | RSI, MACD, Golden Cross, Bollinger Bands, ATR | | **Portfolio** | Correlation, Optimizer, Backtester | Diversification score, Max Sharpe, Risk Parity | | **Options** | Options Pricer | Black-Scholes, Greeks, Implied Volatility | | **Hedging** | Total Return, Rolling Tracker, Hedge Sizer, Hedge Comparison | DRIP modeling, put roll alerts, contract sizing, SQQQ vs puts analysis | ### External Risk Intelligence **ITC Risk Models API** integration provides market-implied risk scores: - Real-time risk assessment for TSLA, AAPL, MSTR, NFLX, SP500, commodities - Risk bands help agents validate entry/exit timing - Complements internal quant metrics with external perspective ### Hedging & Portfolio Protection Toolkit Four CLI tools for managing downside protection, built from real advisory sessions: ```bash # Compare total returns across tickers (price + dividends + DRIP) uv run python src/analysis/total_return_cli.py JEPI JEPQ QQQI --days 180 # Check put option positions and get roll suggestions uv run python src/analysis/rolling_tracker_cli.py status uv run python src/analysis/rolling_tracker_cli.py suggest-roll --dte-threshold 7 # Size hedge contracts based on portfolio value and monthly budget uv run python src/analysis/hedge_sizer_cli.py --portfolio-value 200000 --budget 500 # Compare SQQQ inverse ETF vs protective puts for a market drop scenario uv run python src/analysis/hedge_comparison_cli.py --drop-pct 20 --days 30 ``` All hedging tools share 13 Pydantic models and read defaults from `user-profile.yaml` via the config loader. ## Preview: Finance Guru Desktop > *"Your family office. One click away."* `finance-guru-desktop/` is the **Electron + Agent SDK** companion app being built on top of the CLI engine — command palette for every tool, Plotly dark-theme charts, animated gauges, and a streaming Claude chat view with skill activation and agent dispatch. **What shipped in v2.1.0:** - Main process bootstrap + preload IPC bridge (`analysis`, `csv`, `chat` namespaces) - HTML shell with sidebar, tabs, panels, modal, status bar - 7-file CSS theme system (dark, financial-green accent) - Observable `State` class + portfolio state module - Command registry v1 with analysis allowlist - Dynamic form-builder modal for CLI argument prompting - Agent SDK streaming chat with message queue and session resume > **Note:** `finance-guru-desktop/` is intentionally **gitignored** — it's a local preview binding to your private portfolio data. Fork, clone the monorepo, and scaffold the desktop app per the in-repo notes when you're ready. Ships from the repo, not a store. ## Apps Workspace Beyond the CLI engine, `apps/` holds standalone services that share the Finance Guru backbone: | App | Stack | Status | | ---------------------- | ---------------- | ------------------------------------------------------------ | | `apps/simplefin-sync/` | Bun · TypeScript | Scaffold — indie, $15/yr SimpleFIN bridge alternative to Plaid | It's a Bun workspace under `turbo.json`. Run `bun install` at the repo root, then use the app's own README for setup. ## Cross-Harness Skills Finance Guru's 19 skills follow the [Agent Skills standard](https://github.com/badlogic/pi-mono/blob/main/packages/coding-agent/docs/sdk.md) — the same `SKILL.md` files run in multiple AI coding harnesses, no rewrites. | Harness | What it reads | Install | | ------------------------------------------------------ | --------------------------------- | ----------------------------------------------------------------------- | | [Claude Code](https://claude.com/claude-code) | `.claude/skills/` | Native — works after `./setup.sh` | | [pi-coding-agent](https://github.com/badlogic/pi-mono) | `.pi/skills/` → `.agents/skills/` | `npm i -g @mariozechner/pi-coding-agent`, then `cd family-office && pi` | | Any Agent-Skills-standard harness | `.agents/skills/` | `cd family-office && ` | The symlink fan-out is a one-time setup already in the repo: ``` .claude/skills//SKILL.md ← primary source .agents/skills/ → .claude/skills/ (symlink, 16 FG skills) .pi/skills → .agents/skills (top-level symlink) ``` Activate a skill the same way in any harness — for example `/fin-core` or `/margin-management`. See [docs/reference/cross-harness-skills.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/reference/cross-harness-skills.md) for the full setup, troubleshooting, and how to add a new cross-harness skill. ## Quick Start **For complete installation instructions, see [docs/setup/SETUP.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/setup/SETUP.md)** ### Prerequisites ```bash # Claude Code (the orchestration platform) curl -fsSL https://claude.ai/install.sh | bash # Python 3.12+ with uv package manager curl -LsSf https://astral.sh/uv/install.sh | sh # Bun (for onboarding and hooks) curl -fsSL https://bun.sh/install | bash # Docker (optional, for Google Drive MCP) # Install from https://docs.docker.com/get-docker/ ``` ### Setup ```bash # 1. Fork and clone the repository git clone https://github.com/YOUR-USERNAME/family-office.git cd family-office # 2. Run the setup script ./setup.sh ``` The setup script will: - Create your private documentation directories - Set up portfolio data folders - Create user profile template - Install Python dependencies - Load Finance Guru agent commands (symlinks to ~/.claude/commands/fin-guru) - Load Finance Guru skills (9 skills linked to ~/.claude/skills/) - Run interactive onboarding wizard **Need help?** See the [complete setup guide](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/setup/SETUP.md) for troubleshooting and configuration details. ### What Gets Installed The setup script symlinks Finance Guru components to your global Claude Code configuration: **Agent Commands** (→ `~/.claude/commands/fin-guru/`): - `/fin-guru:agents:finance-orchestrator` - Main orchestrator (Cassandra Holt) - `/fin-guru:agents:market-researcher` - Market intelligence specialist - `/fin-guru:agents:quant-analyst` - Quantitative analysis specialist - `/fin-guru:agents:strategy-advisor` - Portfolio strategy specialist - `/fin-guru:agents:compliance-officer` - Risk and compliance specialist - `/fin-guru:agents:margin-specialist` - Leverage analysis specialist - `/fin-guru:agents:dividend-specialist` - Income optimization specialist - `/fin-guru:agents:onboarding-specialist` - First-time setup guide ### Skills That Auto-Activate **Skills** (→ `~/.claude/skills/`, 19 Finance Guru skills): | Skill | Purpose | | --------------------------------- | --------------------------------------------------------- | | `fin-core` | Auto-loads system config + user profile at session start | | `fin-guru-create-doc` | Generates institutional-grade docs from templates | | `fin-guru-research` | Runs market intelligence & competitive research workflows | | `fin-guru-quant-analysis` | Returns, correlations, factor + optimization analysis | | `fin-guru-strategize` | Synthesizes quant output into actionable portfolio plans | | `fin-guru-checklist` | Quality + compliance checklists for deliverables | | `fin-guru-compliance-review` | Disclaimer, risk, and regulatory review gate | | `fin-guru-learner-profile` | Progressive profiling for teaching/onboarding | | `margin-management` | Margin Dashboard + coverage ratio alerts | | `MonteCarlo` | 4-layer portfolio stress + income projections | | `PortfolioSyncing` | Fidelity CSV → Google Sheets DataHub | | `retirement-syncing` | Vanguard / Fidelity retirement aggregation | | `TransactionSyncing` | Rolling transaction history archive + sync | | `dividend-tracking` | Monthly dividend sync + "Layer 2 income" math | | `FinanceReport` | Institutional-quality PDF reports w/ embedded charts | | `formula-protection` | Protects sacred GOOGLEFINANCE + calculated cells | | `python-performance-optimization` | Profile + optimize hot-path Python | | `readiness-report` | Scores codebase for autonomous-AI readiness | | `verification-before-completion` | Forces evidence-backed "done" claims | These symlinks allow you to use Finance Guru commands and skills from any Claude Code session. ### Onboarding (First Time Users) **Important:** Run the Onboarding Specialist before using Finance Guru. ```bash # Start Claude Code in the project claude # Activate the Onboarding Specialist /fin-guru:agents:onboarding-specialist ``` The Onboarding Specialist will guide you through: 1. Financial assessment questionnaire 2. Portfolio profile creation 3. Risk tolerance configuration 4. Strategy recommendations ### After Onboarding Once your profile is set up, activate the full Finance Guru system: ```bash # Activate Finance Guru /fin-guru:agents:finance-orchestrator # Or go direct to a specialist *quant # "Analyze TSLA risk profile" *strategy # "Optimize my portfolio allocation" *market-research # "What's the momentum on NVDA?" ``` ### Justfile Recipes Finance Guru uses a [justfile](https://github.com/casey/just) as a command launchpad. Run `just --list` to see all available recipes. **Context Loading** — inject architecture diagrams into Claude Code sessions: | Command | What It Does | | --------------------- | ------------------------------------------------ | | `just load-diagrams` | Load all mermaid architecture diagrams | | `just load-hedging` | Load hedging integration architecture | | `just load-explorer` | Load interactive knowledge explorer architecture | | `just load ` | Load a specific diagram by keyword match | **Agent Personas** — launch Claude Code as a Finance Guru specialist: | Command | Specialist | | ------------------- | ------------------------------------- | | `just orchestrator` | Finance Orchestrator (Cassandra Holt) | | `just quant` | Quant Analyst | | `just strategy` | Strategy Advisor | | `just market` | Market Researcher | | `just compliance` | Compliance Officer | | `just margin` | Margin Specialist | | `just dividend` | Dividend Specialist | | `just teaching` | Teaching Specialist | | `just builder` | Builder | | `just qa` | QA Advisor | See [docs/guides/just-commands.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/guides/just-commands.md) for the full reference. ## 🍴 Fork Model: Use Finance Guru Safely Finance Guru is designed to be **forked** and used privately. Here's how it works: ### Architecture for Privacy ### How to Use 1. **Fork this repository** to your GitHub account 2. **Clone to your machine** (never commit personal data) 3. **Run onboarding** to generate your private configs 4. **Pull upstream updates** safely (configs in .gitignore) ### What's Tracked vs. Ignored **Tracked (safe to commit):** - ✅ Tools (`src/`, `scripts/`) - ✅ Agent definitions (`fin-guru/agents/`) - ✅ Templates (`scripts/onboarding/modules/templates/`) - ✅ Documentation (`docs/`, `README.md`) - ✅ Package files (`pyproject.toml`, `package.json`) **Ignored (private data):** - 🔒 `fin-guru/data/user-profile.yaml` (your financial data) - 🔒 `notebooks/updates/*.csv` (your account exports) - 🔒 `.env` (your API keys) - 🔒 `fin-guru-private/` (your private strategies) ### Updating Your Fork ```bash # Add upstream remote (one-time) git remote add upstream https://github.com/ORIGINAL-AUTHOR/family-office.git # Pull updates (safe - won't touch your private configs) git fetch upstream git merge upstream/main # Your private data stays untouched ``` ### Security Checklist Before pushing to GitHub: ```bash # Verify private files are ignored git status --ignored # Ensure no sensitive data in commit git diff --cached # Check .env is ignored ls -la .env # Should show file exists locally git check-ignore .env # Should output ".env" (confirmed ignored) ``` ## Project Structure ``` family-office/ ├── src/ # Analysis engine (13 CLI tools) │ ├── analysis/ # Risk, correlation, options, hedging CLIs │ ├── strategies/ # Backtester, optimizer │ ├── utils/ # Momentum, volatility, validators │ ├── models/ # Pydantic type definitions │ └── config/ # Config loader (CLI → YAML → default chain) ├── fin-guru/ # Agent system │ ├── agents/ # 11 specialist definitions │ ├── tasks/ # Workflow configurations │ └── data/ # Knowledge base & templates ├── .claude/skills/ # 19 Finance Guru skills (auto-activated) ├── apps/ # Bun monorepo workspaces (turbo.json) │ └── simplefin-sync/ # Bun/TS indie Plaid alternative ├── finance-guru-desktop/ # Electron + Agent SDK preview (gitignored) ├── tests/ # 365+ pytest tests └── justfile # Command launchpad (just --list) ``` ## Why This Approach Works **Traditional tools** give you data. Finance Guru gives you **judgment**. The difference: - A stock screener tells you RSI is 75 - Finance Guru tells you "RSI is overbought, but your portfolio is underweight tech, and Compliance says you have room for a small position if Quant's risk metrics confirm" **It's the coordination that creates value**—not any single calculation. ## Security & Privacy - All data stays local on my machine - No external access to financial information - Portfolio data never leaves this repository - This is a private system, not a service ## Built With - **Claude Code** - Multi-agent orchestration - **Python 3.12** - Analysis engine - **Pydantic** - Type-safe validation - **yfinance** - Market data - **pandas/numpy/scipy** - Calculations - **ITC Risk Models** - External risk intelligence ## Context Management Finance Guru is designed for **token efficiency**. Even with extensive startup context injection, you retain ample room for complex analysis. ### Typical Session Context Usage | Component | Tokens | % of 200k | | ------------------------ | -------- | --------- | | System prompt | 3.8k | 1.9% | | System tools | 17.8k | 8.9% | | MCP tools | 1.5k | 0.8% | | Custom agents | 1.0k | 0.5% | | Memory files (CLAUDE.md) | 2.5k | 1.2% | | Skills | 3.6k | 1.8% | | Messages | 22.2k | 11.1% | | **Free space** | **103k** | **51.3%** | | Autocompact buffer | 45.0k | 22.5% | **Key insight**: With Finance Guru context auto-loaded at session start, you still have **51% free context** for actual work. ### Why This Works 1. **CLI-First Architecture**: Heavy computation happens in Python CLI tools, not in context. When you run `risk_metrics_cli.py`, the calculation happens outside the token window. 2. **Session Start Hooks**: The `load-fin-core-config.ts` hook injects: - System configuration - User profile with portfolio strategy - Latest Fidelity balances and positions - fin-core skill content 3. **Skills Auto-Activate**: Instead of loading all domain knowledge upfront, skills load on-demand based on your prompts and file paths. 4. **Structured Context**: YAML configs and markdown docs compress well and are easy for Claude to parse. See [docs/reference/hooks.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/reference/hooks.md) for details on the hooks system. ## Requirements ### Required MCP Servers These MCP servers must be configured for Finance Guru to function: | MCP Server | Purpose | Required For | | ----------------------- | --------------------------------------- | ------------------------------------- | | **exa** | Market research, intelligence gathering | Market Researcher agent, web searches | | **bright-data** | Web scraping, data extraction | Alternative data sources, live data | | **sequential-thinking** | Complex financial reasoning | Multi-step analysis workflows | ### Optional MCP Servers Enhance functionality but not required: | MCP Server | Purpose | Use Case | | ---------------------- | -------------------------------- | -------------------------------- | | **gdrive** | Google Sheets integration | Portfolio tracking, DataHub sync | | **perplexity** | AI-powered search with citations | Deep research, market analysis | | **financial-datasets** | Real-time market data | Live price feeds | | **context7** | Documentation lookup | Framework reference | | **nano-banana** | Image generation | Chart visualization | ### Optional APIs All market data is fetched via yfinance by default. These APIs are optional enhancements: | API | Purpose | Get Key | | ------------------- | ---------------------------------- | ----------------------------------------------------------- | | **Finnhub** | Real-time intraday prices | [finnhub.io](https://finnhub.io/) (free tier: 60 calls/min) | | **ITC Risk Models** | External risk intelligence | Contact ITC directly | | OpenAI | Alternative LLM for specific tasks | [platform.openai.com](https://platform.openai.com/) | ### Environment Setup ```bash # Copy example env file cp .env.example .env # Edit with your API keys (all optional - yfinance works without keys) FINNHUB_API_KEY=your_key_here # For real-time prices ITC_API_KEY=your_key_here # For ITC risk scores ``` ## Documentation | Document | Description | | -------------------------------------------------------------- | ------------------------------------- | | [docs/index.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/index.md) | Documentation hub | | [docs/setup/SETUP.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/setup/SETUP.md) | **Complete setup guide** (start here) | | [docs/setup/api-keys.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/setup/api-keys.md) | **API key acquisition guide** | | [docs/setup/TROUBLESHOOTING.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/setup/TROUBLESHOOTING.md) | **Comprehensive troubleshooting** | | [docs/reference/api.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/reference/api.md) | CLI tools reference | | [docs/reference/hooks.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/reference/hooks.md) | Hooks system documentation | | [docs/CONTRIBUTING.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/CONTRIBUTING.md) | Contribution guidelines | | [docs/guides/just-commands.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/docs/guides/just-commands.md) | Just command recipes reference | | [fin-guru/README.md](https://github.com/aojdevstudio/finance-guru/blob/HEAD/fin-guru/README.md) | Finance Guru module documentation | **Note:** After running `setup.sh`, your personal strategies and analysis will be in `fin-guru-private/` (gitignored). ## Educational Disclaimer Finance Guru™ is for educational purposes only. This is not investment advice. All investments carry risk, including potential loss of principal. Always consult licensed financial professionals before making investment decisions. ## License Finance Guru is free software licensed under the **GNU Affero General Public License v3.0 (AGPLv3)**. ### What This Means for You **You are free to:** - ✅ **Use** Finance Guru for any purpose (personal, commercial, educational) - ✅ **Study** the source code and understand how it works - ✅ **Modify** the code to suit your needs - ✅ **Share** copies with others - ✅ **Distribute** your modifications **Under these conditions:** - 📖 **Source code must remain open** (copyleft) - derivatives must use AGPLv3 - 🌐 **Network users get source access** - if you run Finance Guru as a service, users must be able to get the source - 📝 **Changes must be documented** - state what you modified and when - 🔄 **Same license for derivatives** - any modifications must also be AGPLv3 ### Why AGPLv3? AGPLv3 is the strongest copyleft license, designed specifically for server software. It ensures: 1. **Community Protection**: Prevents companies from taking this code, modifying it, running it as a SaaS, and keeping improvements private 2. **Transparency**: Anyone using Finance Guru (especially financial analysis tools) can audit the code 3. **Freedom Forever**: Guarantees the software stays free and open for all future users ### Network Copyleft (Section 13) The key difference from regular GPL: If you run a modified version of Finance Guru on a server and let people interact with it over a network, **you must provide them with the source code**. This prevents the "cloud loophole" where someone could use your work without contributing back. ### Compatible With - **Other AGPLv3 projects**: Freely combine - **GPLv3 projects**: Compatible (see Section 13 of license) - **Permissive licenses** (MIT, Apache, BSD): Can be included in AGPLv3 projects ### Not Compatible With - ❌ Proprietary/closed-source projects cannot include Finance Guru code - ❌ GPL v2-only projects (but GPLv2-or-later is compatible via GPLv3) ### Full License Text See [LICENSE](https://github.com/aojdevstudio/finance-guru/tree/HEAD/LICENSE) for the complete legal terms. ### Questions? - **"Can I use this for my business?"** Yes! AGPLv3 allows commercial use. - **"Do I need to open-source my portfolio data?"** No. Your data isn't part of the software. - **"Can I sell Finance Guru?"** Yes, but you must provide source code to buyers. - **"Can I make a proprietary fork?"** No. All derivatives must be AGPLv3. For more on AGPLv3, see the [GNU project page](https://www.gnu.org/licenses/agpl-3.0.html). ## Star History If you find Finance Guru useful, please ⭐ star the repo to help others discover it! [Star History Chart](https://star-history.com/#AojdevStudio/Finance-Guru&Date) --- **Finance Guru™ v2.1.0** My AI-powered family office — now with a Desktop preview. *Your family office. One click away.* If Finance Guru helps you, please ⭐ star the repo!