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.
This skill does not declare a tool allowlist. The agent host applies whatever default tools are available at runtime.
SKILL.md / Manifest
https://raw.githubusercontent.com/aojdevstudio/finance-guru/main/.claude/skills/margin-management/SKILL.mdRegistry
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