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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.
// Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
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.
Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.
Run Monte Carlo simulations for Finance Guru portfolio strategy. USE WHEN user mentions monte carlo OR run simulation OR stress test portfolio OR probability analysis OR income projections OR margin safety analysis. Supports 4-layer portfolio (Growth, Income, Hedge, GOOGL) with auto-detection of current values from Fidelity CSV.
Build applications where agents are first-class citizens. Use this skill when designing autonomous agents, creating MCP tools, implementing self-modifying systems, or building apps where features are outcomes achieved by agents operating in a loop.
Personalized coding tutorials that build on your existing knowledge and use your actual codebase for examples. Creates a persistent learning trail that compounds over time using the power of AI, spaced repetition and quizes.
This skill should be used when generating and editing images using the Gemini API (Nano Banana Pro). It applies when creating images from text prompts, editing existing images, applying style transfers, generating logos with text, creating stickers, product mockups, or any image generation/manipulation task. Supports text-to-image, image editing, multi-turn refinement, and composition from multiple reference images.
| 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/