// Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
| 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. |
Create professional financial documents using Finance Guru 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 |
{project-root}/fin-guru/templates/fin-guru-private/fin-guru/ using naming conventions:
analysis/{topic}-{YYYY-MM-DD}.mdtickets/buy-ticket-{YYYY-MM-DD}-{short-descriptor}.mdanalysis/{strategy-name}-master-strategy.mdBuy tickets use the canonical buy-ticket-template.md contract:
## Execution Summary sectionfin-guru-private/fin-guru/tickets/Finance Guru™ Core Context Loader Auto-loads essential Finance Guru system configuration and user profile at session start. Ensures complete context availability for all financial operations.
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