fin-guru-create-doc

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Create professional financial documents using Finance Guru templates.

使用Finance Guru模板创建专业金融文档。

Template	Path	Purpose
Analysis Report	`{project-root}/fin-guru/templates/analysis-report.md`	Research and analysis reports
Buy Ticket	`{project-root}/fin-guru/templates/buy-ticket-template.md`	Capital deployment authorization
Compliance Memo	`{project-root}/fin-guru/templates/compliance-memo.md`	Regulatory compliance documentation
Excel Model Spec	`{project-root}/fin-guru/templates/excel-model-spec.md`	Financial model specifications
Presentation	`{project-root}/fin-guru/templates/presentation-format.md`	Stakeholder presentations
Onboarding Report	`{project-root}/fin-guru/templates/onboarding-report.md`	Client onboarding summaries

模板	路径	用途
分析报告	`{project-root}/fin-guru/templates/analysis-report.md`	研究与分析报告
买入指令	`{project-root}/fin-guru/templates/buy-ticket-template.md`	资本部署授权
合规备忘录	`{project-root}/fin-guru/templates/compliance-memo.md`	监管合规文档
Excel模型规范	`{project-root}/fin-guru/templates/excel-model-spec.md`	金融模型规范
演示文稿	`{project-root}/fin-guru/templates/presentation-format.md`	利益相关方演示文稿
客户入职报告	`{project-root}/fin-guru/templates/onboarding-report.md`	客户入职总结

Identify the appropriate template for the document type
Load the template from
```
{project-root}/fin-guru/templates/
```
Gather required inputs (analysis data, recommendations, metrics)
Generate document with proper YAML frontmatter (date stamp, disclaimer, citations)

Save to

fin-guru-private/fin-guru/analysis/

using naming conventions:

Buy tickets:

buy-ticket-{YYYY-MM-DD}-{short-descriptor}.md

使用命名规则保存至

fin-guru-private/fin-guru/analysis/

：

买入指令：

buy-ticket-{YYYY-MM-DD}-{short-descriptor}.md