Agent-Skills.md

Agent Skills: Document Creation Skill

Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.

UncategorizedID: aojdevstudio/finance-guru/fin-guru-create-doc

Repository

aojdevstudio/finance-guru
AojdevStudioLicense: NOASSERTION
29389

Install this agent skill to your local

pnpm dlx add-skill https://github.com/AojdevStudio/Finance-Guru/tree/HEAD/.claude/skills/fin-guru-create-doc

Skill Files

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.claude/skills/fin-guru-create-doc/SKILL.md

Skill Metadata

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:
    • 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