Agent Skills › AojdevStudio/Finance-Guru › fin-guru-create-doc

fin-guru-create-doc

GitHub

基于金融模板生成机构级文档，包括分析报告、买入票据、合规备忘录等。自动填充元数据并遵循命名规范，确保包含免责声明和引用。

.claude/skills/fin-guru-create-doc/SKILL.md AojdevStudio/Finance-Guru

Trigger Scenarios

需要创建金融分析报告生成买入授权票据编写合规备忘录制作演示文稿或入职报告

Install

npx skills add AojdevStudio/Finance-Guru --skill fin-guru-create-doc -g -y

More Options

Non-standard path

npx skills add https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/fin-guru-create-doc -g -y

Use without installing

npx skills use AojdevStudio/Finance-Guru@fin-guru-create-doc

指定 Agent (Claude Code)

npx skills add AojdevStudio/Finance-Guru --skill fin-guru-create-doc -a claude-code -g -y

安装 repo 全部 skill

npx skills add AojdevStudio/Finance-Guru --all -g -y

预览 repo 内 skill

npx skills add AojdevStudio/Finance-Guru --list

SKILL.md

Frontmatter

{
    "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