fin-guru-create-doc

Documents

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

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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 under fin-guru-private/fin-guru/ using naming conventions:
- Analysis reports: analysis/{topic}-{YYYY-MM-DD}.md
- Buy tickets: tickets/buy-ticket-{YYYY-MM-DD}-{short-descriptor}.md
- Strategy docs: analysis/{strategy-name}-master-strategy.md

Buy Ticket Contract

Buy tickets use the canonical buy-ticket-template.md contract:

Builder is not a direct buy-ticket entrypoint; buy-ticket creation should begin from Strategy Advisor or Dividend Specialist
YAML frontmatter plus a structured ## Execution Summary section
Portfolio context must already be loaded
Require deployment amount, allocation table, price snapshot, strategy rationale, risk notes, and sources/assumptions
Save tickets to fin-guru-private/fin-guru/tickets/
Treat ITC risk as advisory-only; include an ITC advisory only when upstream analysis provided it and the signal is materially elevated

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