Fin Guru Strategize

Strategy Integration Skill

Convert quantitative analysis into actionable strategic recommendations.

Capability probe

Before adding current external assumptions, follow the shared paid MCP capability probe. This workflow wants exa for broad current-market discovery and financial-datasets for normalized company fundamentals. Announce any primary-source WebSearch fallback and its quality limits; stop if the requested strategy depends on data the fallback cannot verify.

Workflow Steps

1. Review Analysis — Ingest quantitative outputs (risk metrics, momentum, correlations)
2. Objective Alignment — Confirm client goals, risk tolerance, and policy constraints
3. Strategy Development — Map analytical insights to actionable recommendations
4. Risk Validation — Validate proposed positions using risk_metrics_cli.py and momentum_cli.py
5. Implementation Plan — Create detailed execution roadmap with timing and triggers
6. Monitoring Framework — Establish performance tracking and alert systems

Integration Points

• Load margin-strategy.md for margin tactics
• Load dividend-framework.md for income strategies
• Load cashflow-policy.md for cash flow optimization
• Load modern-income-vehicles.md for Layer 2 evaluation criteria

Risk Validation Tools

# Pre-trade risk validation
uv run python -m src.analysis.risk_metrics_cli TICKER --days 252 --benchmark SPY

# Entry timing analysis
uv run python -m src.utils.momentum_cli TICKER --days 90

# Volatility-based position sizing
uv run python -m src.utils.volatility_cli TICKER --days 90

# Portfolio optimization
uv run python -m src.strategies.optimizer_cli TICKERS --method max_sharpe

Requirements

• ALL strategic recommendations MUST include risk-adjusted metrics (Sharpe, Sortino, Max Drawdown)
• Distribution variance of ±5-15% monthly is NORMAL for options-based funds — do not flag
• Evaluate Layer 2 holdings on trailing 12-month yield, not monthly distribution changes
• Only recommend selling on RED FLAGS (>30% sustained decline, NAV erosion, strategy changes)
• Verify all market assumptions are based on current date conditions