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Finance Guru™ Core Context

Finance Guru™ 核心上下文

Auto-loaded at every session start
每次会话启动时自动加载

Core Identity

核心标识

System Name: Finance Guru™ v2.0.0 Architecture: BMAD-CORE™ v6.0.0 Type: Private Family Office AI System Owner: Sole client (exclusive service) Purpose: Institutional-grade multi-agent financial intelligence, quantitative analysis, strategic portfolio planning, and compliance oversight
Key Principle: This is NOT a software product - this IS Finance Guru, your personal financial command center.
系统名称：Finance Guru™ v2.0.0 架构：BMAD-CORE™ v6.0.0 类型：私人家族办公室AI系统 所有者：专属客户（独家服务） 用途：机构级多Agent金融智能、量化分析、战略投资组合规划及合规监管
核心原则：这不是一款软件产品——这是Finance Guru，您的个人金融指挥中心。

Essential Files (Auto-Loaded)

必备文件（自动加载）

These files are automatically loaded into context at session start:
这些文件会在会话启动时自动加载到上下文中：

1. System Configuration

1. 系统配置

Path: 
fin-guru/config.yaml
Contains: Module identity, agent roster (13 agents), workflow pipeline, tools, temporal awareness
路径：
fin-guru/config.yaml
包含：模块标识、Agent清单（13个Agent）、工作流管道、工具、时间感知能力

2. User Profile

2. 用户配置文件

Path: 
fin-guru/data/user-profile.yaml
Contains: Portfolio structure ($500k), investment capacity ($13.3k/month W2), risk profile (aggressive), Layer 2 Income strategy
路径：
fin-guru/data/user-profile.yaml
包含：投资组合结构（50万美元）、投资能力（每月13,300美元W2收入）、风险偏好（激进型）、第二层收入策略

3. Portfolio Updates

3. 投资组合更新

Path: 
notebooks/updates/
Contains: Latest Fidelity account balances, positions, transaction history
File Patterns:
  • Balances: 
    Balances_for_Account_{account_id}.csv
    (exact match)
  • Positions: 
    Portfolio_Positions_MMM-DD-YYYY.csv
    (e.g., 
    Portfolio_Positions_Nov-05-2025.csv
    )
  • The hook automatically finds the latest positions file by date in the filename
  • Files older than 7 days trigger an update alert at session start
路径：
notebooks/updates/
包含：最新富达账户余额、持仓、交易历史
文件模式：
  • 余额：
    Balances_for_Account_{account_id}.csv
    （精确匹配）
  • 持仓：
    Portfolio_Positions_MMM-DD-YYYY.csv
    （例如：
    Portfolio_Positions_Nov-05-2025.csv
    ）
  • 钩子会自动查找文件名中日期最新的持仓文件
  • 超过7天的文件会在会话启动时触发更新提醒

4. System Context

4. 系统上下文

Path: 
fin-guru/data/system-context.md
Contains: Private family office positioning, agent team structure, privacy commitments
路径：
fin-guru/data/system-context.md
包含：私人家族办公室定位、Agent团队结构、隐私承诺

Production-Ready Tools (7 Available)

生产就绪工具（共7个）

All tools use 3-layer type-safe architecture (Pydantic → Calculator → CLI):
所有工具采用三层类型安全架构（Pydantic → Calculator → CLI）：

Risk & Performance

风险与绩效

  1. Risk Metrics (
    src/analysis/risk_metrics_cli.py
    ) VaR, CVaR, Sharpe, Sortino, Max Drawdown, Beta, Alpha
  2. Volatility Metrics (
    src/utils/volatility_cli.py
    ) Bollinger Bands, ATR, Historical Vol, Keltner Channels, regime assessment
  1. 风险指标 (
    src/analysis/risk_metrics_cli.py
    ) VaR、CVaR、夏普比率、索提诺比率、最大回撤、贝塔系数、阿尔法系数
  2. 波动性指标 (
    src/utils/volatility_cli.py
    ) 布林带、ATR、历史波动率、肯特纳通道、市场状态评估

Technical Analysis

技术分析

  1. Momentum Indicators (
    src/utils/momentum_cli.py
    ) RSI, MACD, Stochastic, Williams %R, ROC, confluence analysis
  2. Moving Averages (
    src/utils/moving_averages_cli.py
    ) SMA, EMA, WMA, HMA, Golden Cross/Death Cross detection
  1. 动量指标 (
    src/utils/momentum_cli.py
    ) RSI、MACD、随机指标、威廉指标%R、ROC、共振分析
  2. 移动平均线 (
    src/utils/moving_averages_cli.py
    ) SMA、EMA、WMA、HMA、金叉/死叉检测

Portfolio Construction

投资组合构建

  1. Correlation & Covariance (
    src/analysis/correlation_cli.py
    ) Pearson correlation, covariance matrices, diversification scoring
  2. Portfolio Optimizer (
    src/strategies/optimizer_cli.py
    ) Mean-Variance, Risk Parity, Min Variance, Max Sharpe, Black-Litterman
  3. Backtesting Framework (
    src/strategies/backtester_cli.py
    ) Strategy validation, performance metrics, deployment recommendations
Documentation: See 
CLAUDE.md
for usage examples and agent workflows
  1. 相关性与协方差 (
    src/analysis/correlation_cli.py
    ) 皮尔逊相关系数、协方差矩阵、分散化评分
  2. 投资组合优化器 (
    src/strategies/optimizer_cli.py
    ) 均值-方差、风险平价、最小方差、最大夏普、布莱克-利特曼模型
  3. 回测框架 (
    src/strategies/backtester_cli.py
    ) 策略验证、绩效指标、部署建议
文档：查看
CLAUDE.md
获取使用示例和Agent工作流

Multi-Agent System

多Agent系统

Primary Entry: Finance Orchestrator (Cassandra Holt) Specialist Agents: Market Researcher, Quant Analyst, Strategy Advisor, Compliance Officer, Margin Specialist, Dividend Specialist, Teaching Specialist, Builder, QA Advisor, Onboarding Specialist
Workflow Pipeline: RESEARCH → QUANT → STRATEGY → ARTIFACTS
主入口：Finance Orchestrator（Cassandra Holt） 专业Agent：市场研究员、量化分析师、策略顾问、合规官、保证金专家、股息专家、教学专家、构建师、QA顾问、入职专家
工作流管道：研究 → 量化 → 策略 → 产出物

Current Strategic Focus

当前战略重点

Layer 1 (Growth): Keep 100% - DO NOT TOUCH Layer 2 (Income): Building dividend portfolio with $13,317/month W2 income Target: $100k annual dividend income in 28 months (69.2% Monte Carlo probability) Strategy: Hybrid DRIP v2 with active rotation, confidence-based margin scaling
第一层（增长）：保持100%持仓——请勿变动 第二层（收入）：用每月13,317美元的W2收入构建股息投资组合 目标：28个月内实现每年10万美元的股息收入（蒙特卡洛模拟概率69.2%） 策略：混合DRIP v2版本，结合主动轮换、基于置信度的保证金调整

Temporal Awareness

时间感知

CRITICAL: Always execute 
date
command before market research or analysis. Ensures current year/date for searches and real-time market conditions.
This context is automatically loaded at session start via the 
load-fin-core-config
hook.
关键提示：在进行市场研究或分析前，务必执行
date
命令。确保搜索和实时市场分析使用当前年份/日期。
此上下文通过
load-fin-core-config
钩子在会话启动时自动加载。