fin-guru-create-doc

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 under fin-guru-private/fin-guru/ using naming conventions: