fin-core

Built: 2025-11-03 Type: Session-start hook + skill Purpose: Automatically load Finance Guru system context at every session start

Overview

This system ensures Finance Guru has complete context availability from the moment a session begins, without requiring manual skill invocation or file reading.

Components

1. Skill File

Location: {project}/.claude/skills/fin-core/SKILL.md (project-specific)

Contains the core Finance Guru system overview:

• Core identity (plugin, specialist agents, typed calculators, private instance)
• Essential file references
• Production-ready tools (7 available)
• Multi-agent system overview
• Current strategic focus

2. Session Start Hook

Location: {project-root}/.claude/hooks/load-fin-core-config.ts

TypeScript hook that executes at session start and:

• Reads the fin-core skill content
• Reads config.yaml
• Reads user-profile.yaml
• Reads system-context.md
• Loads latest portfolio balances CSV (auto-detects newest)
• Loads latest portfolio positions CSV (auto-detects newest)
• Outputs all content as a formatted system-reminder

3. Settings Configuration

Location: {project-root}/.claude/settings.json

Registered in the SessionStart hooks array:

"SessionStart": [
  {
    "hooks": [
      {
        "type": "command",
        "command": "npx tsx $CLAUDE_PROJECT_DIR/.claude/hooks/load-fin-core-config.ts"
      }
    ]
  }
]

Auto-Loaded Content

At every session start, Claude receives:

1. System Configuration (config.yaml)

   • 13 specialist agents
   • 21 workflow tasks
   • 7 production tools
   • Temporal awareness config

2. User Profile (user-profile.yaml)

   • $500k portfolio structure
   • $13.3k/month W2 deployment
   • Aggressive growth strategy
   • Layer 2 Income plan

3. System Context (system-context.md)

   • Private family office positioning
   • Agent team structure
   • Privacy commitments

4. Latest Portfolio Data (CSV files)

   • Account balances (newest file)
   • Portfolio positions (newest file)

How It Works

Session Start
    ↓
settings.json triggers hook
    ↓
load-fin-core-config.ts executes
    ↓
Reads all essential files
    ↓
Outputs formatted system-reminder
    ↓
Claude receives full context
    ↓
Ready for financial operations

Testing

# Test the hook manually
echo '{"session_id":"test","event":"session_start"}' | \
  npx tsx .claude/hooks/load-fin-core-config.ts

# Verify skill content
cat ~/.claude/skills/fin-core/SKILL.md

# Check hook registration
cat .claude/settings.json | grep -A 10 SessionStart

Benefits

✅ Zero Manual Setup: Context loaded automatically ✅ Always Current: Auto-detects latest CSV files ✅ Complete Context: All essential files in one load ✅ Session Awareness: Context available from first interaction ✅ Type-Safe: TypeScript hook with proper ES module support

File Locations

Skill: {project}/.claude/skills/fin-core/SKILL.md (project-specific) Hook: {project}/.claude/hooks/load-fin-core-config.ts (project-specific) Config: {project}/.claude/settings.json (project-specific)

All files are project-specific - this setup only works in the family-office project.

Environment Variables

The hook uses:

• $CLAUDE_PROJECT_DIR - Set by Claude Code to project root

Next Session

When you start your next Claude Code session in this project, you'll see:

🏦 FINANCE GURU CORE CONTEXT LOADED
Session: {session_id}

📘 FIN-CORE SKILL
⚙️ SYSTEM CONFIGURATION
👤 USER PROFILE
🌐 SYSTEM CONTEXT
💰 LATEST PORTFOLIO BALANCES
📊 LATEST PORTFOLIO POSITIONS

✅ Finance Guru context fully loaded and ready

---

Status: ✅ Production Ready Last Updated: 2025-11-03