By name: fin-guru-checklist description: Execute quality and compliance checklists for Finance Guru deliverables. Supports margin strategy, dividend framework, and general quality checklists.
Checklist Execution Skill
Apply structured quality checklists to Finance Guru deliverables and workflows.
Available Checklists
| Checklist | Path | Used By |
|---|---|---|
| Margin Strategy | {project-root}/fin-guru/checklists/margin-strategy.md |
Margin Specialist |
| Dividend Framework | {project-root}/fin-guru/checklists/dividend-framework.md |
Dividend Specialist |
| General Quality | {project-root}/fin-guru/checklists/ |
QA Advisor, Compliance Officer |
Workflow
- Load the appropriate checklist from
{project-root}/fin-guru/checklists/ - Apply each checklist item to the target deliverable
- Document pass/fail status for each item
- Generate summary with remediation requirements for failed items
- Provide final verdict: PASS, CONDITIONAL PASS, or FAIL
Requirements
- Every checklist item must be explicitly evaluated
- Failed items must include specific remediation steps
- Timestamp all checklist executions with
{current_date} - Document reviewer identity in checklist output