Fin Guru Create Doc

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 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

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