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 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