fin-guru-create-doc

Original：🇺🇸 English

Translated

Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.

1installs

Sourceaojdevstudio/finance-guru

Added on2026-02-22

NPX Install

npx skill4agent add aojdevstudio/finance-guru fin-guru-create-doc

SKILL.md Content

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Document Creation Skill

Create professional financial documents using Finance Guru templates.

Available Templates

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

Workflow

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:

Analysis reports:
```
{topic}-{YYYY-MM-DD}.md
```

Buy tickets:

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

Strategy docs:
```
{strategy-name}-master-strategy.md
```

Requirements

All documents MUST include educational-only disclaimer
All sources MUST be cited with timestamps
All documents MUST include YAML frontmatter with date stamp
Follow institutional-grade formatting standards