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

fin-guru-create-doc

GitHub

基于专业模板生成机构级金融文档，包括分析报告、合规备忘录及买入指令等。支持通过MCP工具进行数据补充与深度研究，确保内容具备合规性、引用规范及标准格式。

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

Trigger Scenarios

需要生成金融分析报告创建合规备忘录或买入指令

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.

Capability probe

Before filling source gaps in a document, follow the shared paid MCP capability probe. This workflow wants perplexity for sourced synthesis and exa for deep discovery when upstream research is incomplete. If either is absent, announce the source-by-source WebSearch fallback and its coverage caveat; never omit a required source section silently.

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 analysis/ 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 tickets/
Treat ITC risk as advisory-only; include an ITC advisory only when upstream analysis provided it and the signal is materially elevated