aojdevstudio/fin-guru-create-doc
.claude/skills/fin-guru-create-doc/SKILL.md
Create institutional-grade financial documents from templates. Handles analysis reports, buy tickets, compliance memos, Excel model specs, presentations, and onboarding reports.
$ install --global
skillsauthnpx skillsauth add aojdevstudio/finance-guru fin-guru-create-docInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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TrivyContainer and dependency vulnerability scanner
95%
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SemgrepStatic code analysis for vulnerabilities
95%
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mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
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Socket.devSupply chain security analysis
50%
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VirusTotalMulti-engine malware detection
50%
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CrowdStrikeAdvanced threat intelligence
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OSV-ScannerOpen Source Vulnerability database check
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OWASP Dep-Check
50%
Last scanned: Apr 4, 2026, 4:16 AM4.1s1 file scanned
SKILL.md
- 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 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
- Analysis reports:
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
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