fin-guru-create-doc
Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
Packaged view
This page reorganizes the original catalog entry around fit, installability, and workflow context first. The original raw source lives below.
Install command
npx @skill-hub/cli install aojdevstudio-finance-guru-fin-guru-create-doc
Repository
Skill path: .claude/skills/fin-guru-create-doc
Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
Open repositoryBest for
Primary workflow: Write Technical Docs.
Technical facets: Full Stack, Tech Writer.
Target audience: everyone.
License: Unknown.
Original source
Catalog source: SkillHub Club.
Repository owner: AojdevStudio.
This is still a mirrored public skill entry. Review the repository before installing into production workflows.
What it helps with
- Install fin-guru-create-doc into Claude Code, Codex CLI, Gemini CLI, or OpenCode workflows
- Review https://github.com/AojdevStudio/Finance-Guru before adding fin-guru-create-doc to shared team environments
- Use fin-guru-create-doc for development workflows
Works across
Favorites: 0.
Sub-skills: 0.
Aggregator: No.
Original source / Raw SKILL.md
---
name: fin-guru-create-doc
description: Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
---
# 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
1. Identify the appropriate template for the document type
2. Load the template from `{project-root}/fin-guru/templates/`
3. Gather required inputs (analysis data, recommendations, metrics)
4. Generate document with proper YAML frontmatter (date stamp, disclaimer, citations)
5. 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