Fin Guru Create Doc
- 13 installs
- 316 repo stars
- Updated August 1, 2026
- aojdevstudio/finance-guru
fin-guru-create-doc is a skill that generates financial documents from Finance Guru templates, including analysis reports, buy tickets, compliance memos, Excel model specs, and presentations.
About
A skill that creates financial documents from Finance Guru templates such as analysis reports, buy tickets, compliance memos, Excel model specs, and presentations. It loads the correct template, gathers inputs, and outputs a document with YAML frontmatter, an educational-only disclaimer, and timestamped citations. A developer uses it to produce consistent, institutional-format financial deliverables.
- Generates financial documents from six Finance Guru templates
- Covers analysis reports, buy tickets, compliance memos, Excel specs, and presentations
- Enforces YAML frontmatter, disclaimers, timestamped citations, and naming conventions
Fin Guru Create Doc by the numbers
- 13 all-time installs (skills.sh)
- Ranked #759 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 2, 2026 (Skillselion catalog sync)
fin-guru-create-doc capabilities & compatibility
- Capabilities
- documentation
- Use cases
- documentation · trading
- Pricing
- Free
What fin-guru-create-doc says it does
Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
All documents MUST include educational-only disclaimer
npx skills add https://github.com/aojdevstudio/finance-guru --skill fin-guru-create-docAdd your badge
Show developers this skill is listed on Skillselion. Paste this into your README.
| Installs | 13 |
|---|---|
| repo stars | ★ 316 |
| Last updated | August 1, 2026 |
| Repository | aojdevstudio/finance-guru ↗ |
What it does
Generate institutional-format financial documents (reports, buy tickets, memos) from Finance Guru templates.
Who is it for?
Producing consistent, template-based financial documents with required disclaimers and citations.
Skip if: Free-form writing outside the Finance Guru template set.
When should I use this skill?
When creating a Finance Guru analysis report, buy ticket, compliance memo, Excel model spec, or presentation.
What you get
A formatted financial document with YAML frontmatter, educational-only disclaimer, and timestamped sources saved to conventional paths.
- Analysis report
- buy ticket
- compliance memo
By the numbers
- 6 document templates
Files
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 Summarysection - 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
Related skills
Wind Mcp SkillGive their AI coding agent instant access to comprehensive Chinese and global equity, fund, bond, and macroeconomic data from Wind.77.6k74
Upgrade StripeSafely upgrade their Stripe API version and SDKs without introducing breaking changes.55.6k1.7k
Recipe Create Expense TrackerInstantly create a ready-to-use Google Sheets expense tracker with headers, sample data, and sharing permissions.24.4k30.2k
Backtesting FrameworksCreate realistic event-driven backtesters that simulate order execution, slippage, commissions, and position tracking before committing capital to a trading strategy.13.5k38.5k
Grimoire PolymarketQuery live Polymarket odds, search events, and manage conditional order flow directly from Claude or Cursor without leaving the IDE.11.9k6
CoinglassGive their AI coding agents real-time access to crypto derivatives market data such as funding rates, open interest, long/short ratios, liquidations, and futures OHLC h11.4k21FAQ
Which document templates are available?
Analysis report, buy ticket, compliance memo, Excel model spec, presentation, and onboarding report.
What must every generated document include?
An educational-only disclaimer, sources cited with timestamps, and YAML frontmatter with a date stamp.