Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.
Install
npx skills add AojdevStudio/Finance-Guru --skill margin-managementnpx skills add AojdevStudio/Finance-Guru --skill margin-management -a claude-code -gnpx skills add AojdevStudio/Finance-Guru --skill margin-management -a codex -ggemini skills install https://github.com/AojdevStudio/Finance-Guru.git --path .claude/skills/margin-managementgh skill install AojdevStudio/Finance-Guru margin-managementgit clone --depth 1 https://github.com/AojdevStudio/Finance-Guru /tmp/AojdevStudio__Finance-Guru
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/AojdevStudio__Finance-Guru/.claude/skills/margin-management ~/.claude/skills/margin-management # Claude Code
cp -R /tmp/AojdevStudio__Finance-Guru/.claude/skills/margin-management ~/.agents/skills/margin-management # Codex, Cursor, Gemini CLI, Copilot, OpenCode