fin-guru-create-doc

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

Source Transparency