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.

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.

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

/finance-orchestrator

```

Eight 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 |

| Tax Optimizer | Efficiency | Structures holdings for tax advantage |

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 c