Agent skill

Fin Guru Create Doc

by AojdevStudio in AojdevStudio/Finance-Guru

Write a Finance Guru document from a template in fin-guru/templates/, such as an analysis report, buy ticket, compliance memo, Excel model spec, presentation, or onboarding report.

Custom licenceAuto-check passedDocuments & Office

Install Fin Guru Create Doc

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

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install AojdevStudio/Finance-Guru fin-guru-create-doc --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/fin-guru-create-doc .claude/skills/fin-guru-create-doc && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
fin-guru-create-doc
GitHub stars
322
Token cost
~771 tokens
SKILL.md length
262 words
Files
1
Skills in repo
18
Repo updated
First seen
Licence
Custom licence

At a glance

Write a Finance Guru document from a template in fin-guru/templates/, such as an analysis report, buy ticket, compliance memo, Excel model spec, presentation, or onboarding report.

  • Works in 5 steps: Identify the appropriate template for… → Load the template from… → Gather required inputs (analysis data,… → …
  • Finished analysis must become a dated file in analysis/
  • SKILL.md covers Capability probe, Available Templates, Workflow and Buy Ticket Contract, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Fin Guru Create Doc is an agent skill from AojdevStudio/Finance-Guru. Write a Finance Guru document from a template in fin-guru/templates/, such as an analysis report, buy ticket, compliance memo, Excel model spec, presentation, or onboarding report. Use when finished analysis must become a dated file in analysis/ or tickets/. Not for the analysis itself (use fin-guru-quant-analysis or fin-guru-research) or a PDF ticker report (use finance-report).

Its SKILL.md is about 770 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Documents & Office, covering Excel spreadsheets. The repository describes itself as: Self-hosted family office engine: typed Python calculators, a private SQLite ledger, and specialist agents for Claude Code and Codex. Agents propose. Typed code computes.

When your agent uses it

  • Finished analysis must become a dated file in analysis/
  • Tasks that involve Excel spreadsheets

Example prompts

  • “/fin-guru-create-doc”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  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 analysis/ using naming conventions

What it can do on your machine

Read from SKILL.md and the folder at commit a81bcd7. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Fin Guru Create Doc loads about 771 tokens when it runs. Until then it costs about 101 tokens; SKILL.md has 262 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~101
When it runs · the whole SKILL.md, loaded when a task matches
~771

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 262 words (~771 tokens).

“Create professional financial documents using Finance Guru templates.”

— opening of SKILL.md by AojdevStudio, Custom licence
name
fin-guru-create-doc

Read the full SKILL.md on GitHub

Files

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

Open the folder on GitHubat commit a81bcd7

Compare with similar skills

Fin Guru Create Doc next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Fin Guru Create Doc compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Fin Guru Create Doc this skillAojdevStudio/Finance-Guru322—~771Automated safety check: PassCustom licence
MarkitdownImCa0/just-laws78114 repos~3.2kAutomated safety check: NotesMIT
Managing Google Workspacetaylorwilsdon/google_workspace_mcp3.3k—~2.9kAutomated safety check: PassMIT
Data Table Managern8n-io/n8n207k—~2.3kAutomated safety check: PassCustom licence
Docx4jplutext/docx4j2.4k—~2.5kAutomated safety check: PassNone
Instrument Data To Allotropeaws-samples/amazon-bedrock-agents-healthcare-lifesciences2742 repos~2.7kAutomated safety check: PassApache-2.0

Similar skills

  • Markitdown

    ImCa0/just-laws

    Convert files and office documents to Markdown. An agent skill from ImCa0/just-laws.

    781 GitHub starsUsed in 14 repos~3.2k tokens
    Documents & OfficeAuto-check: notes
  • Managing Google Workspace

    taylorwilsdon/google_workspace_mcp

    Manages Google Workspace operations across 12 services (Gmail, Drive, Calendar, Docs, Sheets, Slides, Forms, Tasks, Contacts, Chat, Apps Script, Custom Search).

    3.3k GitHub stars~2.9k tokensUpdated yesterday
    Documents & OfficeAuto-check passed
  • Official

    Load before calling data-tables or parse-file. An agent skill from n8n-io/n8n.

    207k GitHub stars~2.3k tokensUpdated today
    Documents & OfficeAuto-check passed
  • Docx4j

    plutext/docx4j

    A skill your agent uses when writing Java code that creates, reads or edits Word (.docx), PowerPoint (.pptx) or Excel (.xlsx) files with docx4j — including generating documents, editing existing…

    2.4k GitHub stars~2.5k tokensUpdated today
    Documents & OfficeAuto-check passed
  • Instrument Data To Allotrope

    aws-samples/amazon-bedrock-agents-healthcare-lifesciences

    Official

    Convert laboratory instrument output files (PDF, CSV, Excel, TXT) to Allotrope Simple Model (ASM) JSON format or flattened 2D CSV.

    274 GitHub starsUsed in 2 repos~2.7k tokens
    Documents & OfficeAuto-check passed
  • Cyber Ppt

    crazyykhllc-bit/CyberPPT

    当用户需要把 DOCX、PDF、TXT、XLSX、研究报告、业务材料或原始数据转成高密度、可编辑、咨询风格 PPTX 时使用;也适用于需要 SCR 论证、视觉风格探索、详细图表和渲染质检的 PPT。

    1.8k GitHub stars~10k tokensUpdated 2 mo ago
    Documents & OfficeAuto-check passed

More from AojdevStudio/Finance-Guru

All 18 skills in this repo
  • Compliance Scan

    AojdevStudio/Finance-Guru

    Privacy and security compliance scanner for the Finance Guru repo.

    322 GitHub stars~2.6k tokensUpdated today
    Auto-check: notes
  • Dividend Tracking

    AojdevStudio/Finance-Guru

    Refresh the local DB, then read and analyze DIVIDEND rows from familyoffice.db for Layer 2 income tracking.

    322 GitHub stars~1.2k tokensUpdated today
    Auto-check passed
  • Fin Guru Compliance Review

    AojdevStudio/Finance-Guru

    Compliance review of a Finance Guru deliverable or a proposed position.

    322 GitHub stars~801 tokensUpdated today
    Auto-check passed
  • Fin Guru Output Contract

    AojdevStudio/Finance-Guru

    The six-part shape of every Finance Guru analysis answer: bottom line, a numbers table that names the source command, assumptions and gaps, confidence, evidence, and the disclaimer.

    322 GitHub stars~529 tokensUpdated today
    Auto-check passed
  • Fin Guru Quant Analysis

    AojdevStudio/Finance-Guru

    Quantitative analysis of tickers or the portfolio through the engine's calculators.

    322 GitHub stars~838 tokensUpdated today
    Auto-check passed
  • Fin Guru Strategize

    AojdevStudio/Finance-Guru

    Turn research and quantitative results into a portfolio strategy with allocation changes, entry timing, position sizing, margin and dividend tactics, and an implementation plan with triggers.

    322 GitHub stars~825 tokensUpdated today
    Auto-check passed

Questions about Fin Guru Create Doc

What does Fin Guru Create Doc do?

Write a Finance Guru document from a template in fin-guru/templates/, such as an analysis report, buy ticket, compliance memo, Excel model spec, presentation, or onboarding report. Fin Guru Create Doc is an agent skill from AojdevStudio/Finance-Guru. Write a Finance Guru document from a template in fin-guru/templates/, such as an analysis report, buy ticket, compliance memo, Excel model spec, presentation, or onboarding report.

When should I use Fin Guru Create Doc?

Fin Guru Create Doc fits situations like: finished analysis must become a dated file in analysis/; tasks that involve Excel spreadsheets.

How do I install Fin Guru Create Doc in Claude Code?

Run `npx skills add AojdevStudio/Finance-Guru --skill fin-guru-create-doc -a claude-code`. Or copy the skill folder (.claude/skills/fin-guru-create-doc in AojdevStudio/Finance-Guru) into .claude/skills/fin-guru-create-doc in your project. Claude Code loads it when a task matches its description.

How do I install Fin Guru Create Doc in Codex?

Run `npx skills add AojdevStudio/Finance-Guru --skill fin-guru-create-doc -a codex`. Or copy the skill folder (.claude/skills/fin-guru-create-doc in AojdevStudio/Finance-Guru) into .agents/skills/fin-guru-create-doc in your project. Codex loads it when a task matches its description.

Can I use Fin Guru Create Doc in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add AojdevStudio/Finance-Guru --skill fin-guru-create-doc -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/fin-guru-create-doc, .gemini/skills/fin-guru-create-doc, .github/skills/fin-guru-create-doc and .opencode/skills/fin-guru-create-doc in your project.

What does Fin Guru Create Doc need to run?

SKILL.md names no scripts, command-line tools or credentials: Fin Guru Create Doc is instructions for the agent only.

Does Fin Guru Create Doc access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Fin Guru Create Doc safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Fin Guru Create Doc use?

Fin Guru Create Doc has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Fin Guru Create Doc use?

About 771 tokens (SKILL.md is roughly 3.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Fin Guru Create Doc?

Skills that share tags, products or a category with Fin Guru Create Doc: Markitdown (ImCa0/just-laws, 781 stars), Managing Google Workspace (taylorwilsdon/google_workspace_mcp, 3.3k stars), Data Table Manager (n8n-io/n8n, 207k stars) and Docx4j (plutext/docx4j, 2.4k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Fin Guru Create Doc?

AojdevStudio (a GitHub user) maintains it in AojdevStudio/Finance-Guru, which has 322 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on October 7, 2026.

Source: AojdevStudio/Finance-Guru on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.