MonteCarlo

Community

Forecast portfolio risk with Monte Carlo.

AuthorAojdevStudio
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Monte Carlo simulations provide a probabilistic view of portfolio outcomes across a four-layer strategy, enabling you to quantify income probability, margin safety, and risk under uncertainty.

Core Features & Use Cases

  • Auto-detect current values from Fidelity CSV exports (Portfolio_Positions_*.csv) to initialize the model.
  • Run 10,000 market scenarios across Growth, Income, Hedge, and GOOGL layers to project distributions of value and income.
  • Generate outputs including JSON summaries, full scenario CSVs, and Excel analyses for stakeholder review.

Quick Start

Invoke the RunSimulation workflow to auto-detect current values from Fidelity CSV and run the 10,000-scenario Monte Carlo model.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: MonteCarlo
Download link: https://github.com/AojdevStudio/Finance-Guru/archive/main.zip#montecarlo

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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