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Finance Guru Wiki

Finance Guru is a private, local-first family-office analysis environment. This Wiki is the canonical reader-facing documentation; repository documentation is the contributor and operational source reference.

Start with Getting Started, then use CLI Reference for supported commands. Before connecting data providers, read Privacy.

What is verified

• Private data lives in a local instance directory outside the repository.
• The engine resolves every private path from FIN_GURU_DATA_ROOT or the current working directory.
• The local SQLite database is family_office.db under the instance root.
• SnapTrade and SimpleFIN refreshes write configured data to that local store.
• The Python analysis suite and selected command help surfaces are checked in.

The evidence and source paths behind these claims live in the repository’s Wiki evidence ledger.

Important financial notice

Finance Guru provides educational analysis only. It is not investment, tax, or legal advice. Financial markets involve risk, including loss of principal; consult appropriately licensed professionals for decisions about your assets.

Explore

• Getting Started installs the engine and creates a private instance.
• CLI Reference lists supported analysis and data-refresh commands.
• Architecture and Data Flow explains local boundaries and integrations.
• Troubleshooting covers common local setup failures.
• Roadmap keeps planned work separate from shipped behavior.

See Wiki Maintenance for the publication and evidence rules for this Wiki.