Finance Guru plugin for Grok Build
Self-hosted family office engine: typed Python calculators, a private SQLite ledger, and specialist agents for Claude Code and Codex. Agents propose. Typed code computes.
How to install Finance Guru in Grok Build
grok plugin install AojdevStudio/Finance-Guru --trustReview before you trust it. --trust lets this plugin's hooks, MCP servers and scripts run code on your computer. It's a community repo that neither xAI nor GrokStacks has reviewed, so read its code first.
We install this repo directly: Grok Build 1.0.62 can't install it through its own marketplace file. Then start a new Grok session, or press r in /plugins, to load it.
Command format: Grok Build's plugin guide
What we checked: on Oct 18, 2026 it installed with grok 1.0.62 and Grok found 18 skills, 11 subagents. That's an install check only: we haven't run it in a live Grok session.
What it contains
Skills (18)
compliance-scan— Privacy and security compliance scanner for the Finance Guru repo. Catches API tokens, account numbers, dispatcher URLs, owner-name leaks, untracked sensitive files, and gitignore gaps before they reach GitHub. Use this skill whenever the udividend-tracking— Refresh the local DB, then read and analyze DIVIDEND rows from family_office.db for Layer 2 income tracking. Sync-first so dividend income is never stale; symbol resolution for null tickers is handled in the activities sync. Triggers on synfinance-report— 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 charfin-core— Finance Guru™ Core Context Loader Auto-loads essential Finance Guru system configuration and user profile at session start. Ensures complete context availability for all financial operations.fin-guru-checklist— Run a pass or fail checklist from fin-guru/checklists/ against a deliverable, such as the margin strategy, dividend framework, or cash-flow policy checklist. Use when a deliverable needs a final quality gate or the owner asks whether an anafin-guru-compliance-review— Compliance review of a Finance Guru deliverable or a proposed position. Checks disclaimers, source citations, and risk disclosures, and runs the ITC market-implied risk check with decision rules DR-1 to DR-5. Use when an analysis or buy ticfin-guru-create-doc— Write a Finance Guru document from a template in fin-guru/templates/, such as an analysis report, buy ticket, compliance memo, Excel model spec, presentation, or onboarding report. Use when finished analysis must become a dated file in analfin-guru-learner-profile— Build or update the owner's learner profile for teaching and onboarding, covering literacy level, learning preferences, risk tolerance, goals, time limits, and ADHD-friendly pacing. Use when the owner starts learning sessions, asks to be tafin-guru-output-contract— The six-part shape of every Finance Guru analysis answer: bottom line, a numbers table that names the source command, assumptions and gaps, confidence, evidence, and the disclaimer. Use when you write an analysis, a review, a strategy, a lefin-guru-quant-analysis— Quantitative analysis of tickers or the portfolio through the engine's calculators. Covers risk metrics (VaR, CVaR, Sharpe, Sortino, drawdown, beta), momentum, volatility regime, correlation, factor models, backtests, and portfolio optimizafin-guru-research— Market research on a ticker, sector, or theme with dated sources, plus technical screening through the screener, moving-average, momentum, and volatility calculators. Use when the owner asks what is happening with a company, wants catalystsfin-guru-strategize— Turn research and quantitative results into a portfolio strategy with allocation changes, entry timing, position sizing, margin and dividend tactics, and an implementation plan with triggers. Use when the owner asks what to buy, sell, trim,instance-onboarding— Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout. Use after installing the finance-guru plugin.margin-management— Monitor the margin-living strategy from the live DB snapshot. Refreshes the local database first, then reads margin balance, interest costs, dividend coverage ratio, and portfolio-to-margin thresholds. Triggers safety alerts for large drawsmonte-carlo— 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 a 4-layer portfportfolio-syncing— Refresh positions and balances from SnapTrade into family_office.db, then validate the snapshot. Reads live positions, cost basis, SPAXX, and margin from the DB (never a stale CSV). USE WHEN user mentions sync portfolio OR update positionsretirement-syncing— Parse and report retirement holdings from Vanguard and Fidelity CSV exports. CSV-only by design — the Vanguard IRAs and Fidelity 401k are not connected in SnapTrade, so there is no live/DB path yet and no persistent destination. Triggers ontransaction-syncing— Refresh investment activities and card/bank expenses into family_office.db, then review spending. Investment activities come from the DB transactions table (SnapTrade); debit-card and bank spending comes from the DB bank_transactions table
Hooks (1)
hooks— SessionStart
About this listing
Finance Guru is a community plugin on GitHub by AojdevStudio, written as a Claude Code plugin that Grok Build installs. We install-checked it in Grok; we haven't run it in a live session or reviewed its code. When we installed it, Grok found 18 skills, 1 hook. Its license is AGPL-3.0. We checked commit d6ceaeab59df. It's one of 58 listings in the Database category on GrokStacks. It also appears in best Grok Build plugins for databases.
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Finance Guru FAQ
How do I install Finance Guru in Grok Build?
Run grok plugin install AojdevStudio/Finance-Guru --trust. We install-checked this command in Grok Build. We install this repo directly: Grok Build 1.0.62 can't install it through its own marketplace file. Then start a new Grok session, or press r in /plugins, to load it.
Is Finance Guru an official Grok Build plugin?
No. Finance Guru is a community plugin on GitHub by AojdevStudio, not in xAI's official Grok Build marketplace. We checked that it installs and what Grok loads from it, but haven't run it in a live Grok session or reviewed its code.
What does Finance Guru include?
According to what Grok loaded in our install check, Finance Guru includes 18 skills, 1 hook: compliance-scan, dividend-tracking, finance-report, fin-core, fin-guru-checklist, fin-guru-compliance-review….
Details
- Type
- Plugin
- Category
- Database
- Source
- Community Claude Code plugin, installs in Grok
- License
- AGPL-3.0
- Author
- AojdevStudio
- Version
- 2.4.1
- Keywords
- ai-agents, claude-code, codex, family-office, open-core, personal-finance, portfolio-analysis, pydantic, python, sqlite
- Source repo
- https://github.com/AojdevStudio/Finance-Guru
- Checked commit
d6ceaeab59df- Homepage
- https://aojdevstudio.github.io/Finance-Guru/
- Checked by GrokStacks
- Install-checked in Grok Build on Oct 18, 2026; not run in a live session
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For maintainers: badge and embeds
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Markdown
[](https://grokstacks.com/p/finance-guru/)HTML
<a href="https://grokstacks.com/p/finance-guru/"><img src="https://grokstacks.com/badge.svg" alt="Listed on GrokStacks" width="164" height="28"></a>Embed card (static HTML and inline CSS, no JavaScript). Preview:
<a href="https://grokstacks.com/p/finance-guru/" style="display:block;max-width:380px;box-sizing:border-box;padding:14px 16px;border:1px solid #2a2e3c;border-radius:12px;background:#0a0b0f;color:#e8eaf0;font:14px/1.45 -apple-system,Segoe UI,Roboto,Helvetica,Arial,sans-serif;text-decoration:none"><span style="display:block;font-size:16px;font-weight:700;color:#e8eaf0">Finance Guru</span><span style="display:block;margin:2px 0 8px;font-size:12px;color:#9aa0b1">Community plugin for Grok Build · 18 skills, 1 hook</span><span style="display:block;margin:0 0 10px;color:#c9cdd8">Self-hosted family office engine: typed Python calculators, a private SQLite ledger, and specialist agents for Claude…</span><span style="font-size:12px;font-weight:600;color:#7c9cff">View on GrokStacks →</span></a>Markdown summary
**[Finance Guru on GrokStacks](https://grokstacks.com/p/finance-guru/)**: Community plugin for Grok Build with 18 skills, 1 hook. Install: `grok plugin install AojdevStudio/Finance-Guru --trust`More on badges, embeds and keeping your listing up to date: GrokStacks for plugin authors.
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