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.

Ir a la instalación

Repositorio: AojdevStudio/Finance-Guru
Última actividad en el origen: 20 de abril de 2026 a las 02:49
Idioma detectado de SKILL.md: inglés
Estrellas: 316
Forks: 109

Opciones de instalación

De forma predeterminada está seleccionado el prompt que primero revisa el origen. Puedes cambiar a un comando directo o descargar una copia local.

Instalar con Codex o Claude Copia este prompt, pégalo en Codex, Claude u otro asistente, y deja que revise la página de la skill y la instale por ti.

Un comando directo omite el prompt de revisión. Revisa el origen antes de ejecutarlo.

npx skills add https://github.com/AojdevStudio/Finance-Guru --skill fin-guru-create-doc

El comando permanece en una sola línea. Desplázate horizontalmente para revisarlo antes de copiarlo.

¿Prefieres una copia local? Descarga los archivos que SkillsMP tiene disponibles ahora.

Revisa los archivos de origen

Lee SKILL.md y los archivos complementarios que muestra SkillsMP antes de decidir si quieres instalarlo.

SKILL.md

Instrucciones de origen · Vista previa de solo lectura

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compliance-scan

Privacy and security compliance scanner for the Finance Guru repo. Catches API tokens, account numbers, dispatcher URLs, owner-name leaks, untracked sensitive files, and gitignore gaps before they reach GitHub. Use this skill whenever the user says "compliance scan", "is this safe to push", "scan for PII", "secrets check", "pre-commit security", "pre-push security", "check for leaks", "PRIVACY.md compliance", "audit privacy", "any leaks", "check before push", or wants a sanity check before `git push`. Also run it proactively after editing PRIVACY.md, after creating any new file under `.claude/skills/`, `notebooks/`, `fin-guru-private/`, or `scripts/qa/`, and any time the user adds a new credential, deploy URL, or webhook. Privacy and security are non-negotiable in this repo — when in doubt, run it.

2026-08-11

transaction-syncing

Refresh investment activities and card/bank expenses into family_office.db, then review spending. Investment activities come from the DB transactions table (SnapTrade); debit-card and bank spending comes from the DB bank_transactions table (SimpleFIN), auto-categorized. Sync-first so nothing is stale. USE WHEN user mentions "sync transactions", "transaction history", "expense tracker", "categorize spending", OR "update expenses".

2026-08-11

dividend-tracking

Refresh the local DB, then read and analyze DIVIDEND rows from family_office.db for Layer 2 income tracking. Sync-first so dividend income is never stale; symbol resolution for null tickers is handled in the activities sync. Triggers on sync dividends, update dividends, dividend tracker, layer 2 income, or monthly dividend analysis.

2026-07-31

Ver todos los de este repositorio

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

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

fin-guru-create-doc

Datos de origen

Opciones de instalación

Revisa los archivos de origen

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