AojdevStudio / Finance-Guru

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.

Why this job: works in the areas we cover, but does not say which job it does

Open on GitHub Website

Finance Guru architecture: providers sync through refresh_all into a private SQLite instance, typed calculators read the store and market data, skills and specialists drive the calculators from Claude Code or Codex, and artifacts land back in the instance.

Buy-ticket guardrail flowchart: a settled deposit triggers a model proposal, trusted context is assembled from equity NAV, the margin rate, and Layer 3 ITC risk, and the guardrail either blocks with a typed reason or persists a draft and notifies, with retries reusing the draft.

Terminal recording of the risk metrics CLI printing VaR, CVaR, Sharpe, Sortino, drawdown, volatility, beta, and alpha for TSLA against SPY

1 of 3

What it does

TODO: Replace docs/images/demo-risk-metrics.gif with a 20-30s demo clip. The clip should show Claude Code asking whether a position is too big, a calculator running, and a guardrail blocking. Keep this GIF until that clip exists.

Get started

git clone https://github.com/AojdevStudio/Finance-Guru.git
cd Finance-Guru
uv run python -m src.cli.instance_init ~/finance-guru-data --repo .

Maintenance: Active; Last commit 2 days ago
Stars: 336; +3 this week
Licence: AGPL-3.0; Share-alike, even hosted
Downloads for: None listed; No release files
Latest version: v2.4.1; Released 47 days ago
Built with: Python; 80% of the code

Is it looked after?

Contributors: 4; Last 90 days
Issues: 73% closed; 32 still open
Pull requests: 168 merged; 2 waiting
Releases: 8; 8 in the last year

Similar repos

Repos similar to this one
Repo	Stars	Last commit	Licence	Downloads for
shangguanyunji663 / Aegis-agent	100	32 days ago	MIT	No downloads

More: languages, topics and project record

Languages

Python 80%
TypeScript 16%
Shell 2%
HTML 1%

Topics

ai-agents
claude-code
codex
family-office
open-core
personal-finance
portfolio-analysis
pydantic
python
sqlite

Project record

JobOther AI tools
StatusListed
Commits480
Forks108
Watching2
Stars in 28 days+10
CreatedOct 18, 2025
First seen by usNov 7, 2026
CheckedNov 12, 2026