Finance Guru™ addresses the complexity of personal financial analysis by providing an AI-powered family office system. It targets individuals overwhelmed by juggling multiple financial tools and data sources, offering a unified, coordinated analysis driven by specialized AI agents. The primary benefit is increased confidence in investment decisions through comprehensive, multi-faceted insights.

How It Works

The system leverages Claude Code to orchestrate eight specialized AI agents, including a Market Researcher, Quant Analyst, and Compliance Officer. Core financial calculations and analysis are performed by eleven distinct Python CLI tools, built with Pydantic for type safety and structured logic. This approach separates heavy computation from the LLM context, enabling deep analysis and efficient token usage. The key advantage lies in the agents' coordinated workflow, providing synthesized judgments rather than isolated data points.

Quick Start & Requirements

• Installation: Requires Claude Code (claude.ai/install.sh), Python 3.12+ with uv (astral.sh/uv/install.sh), and Bun (bun.sh/install). Docker is optional.
• Setup: Clone the repository, navigate to the directory, and run the ./setup.sh script. This installs dependencies, configures agents, and initiates an onboarding wizard.
• Documentation: Refer to docs/SETUP.md for detailed setup instructions and docs/index.md for the main documentation hub.

Highlighted Details

• Features eight specialized AI agents for a comprehensive family office experience.
• Includes eleven production-ready analysis tools covering risk, technical indicators, portfolio optimization, and options pricing.
• Integrates with ITC Risk Models for external, real-time market-implied risk assessments.
• Employs a privacy-focused fork model where personal data (portfolio, API keys) is gitignored by default.

Maintenance & Community

The README does not detail specific community channels (e.g., Discord, Slack) or highlight notable contributors or sponsorships. The project emphasizes a private, forked usage model.

Licensing & Compatibility

Finance Guru is licensed under the GNU Affero General Public License v3.0 (AGPLv3). This license permits commercial use, modification, and distribution, provided that all derivatives are also licensed under AGPLv3 and source code is made available to network users. It is incompatible with proprietary, closed-source projects.

Limitations & Caveats

This system is intended for educational purposes only and does not constitute investment advice. Full functionality requires specific MCP servers (exa, bright-data, sequential-thinking). The AGPLv3's network copyleft clause has significant implications if the software is deployed as a service.