FinanceReport

---
name: finance-report
description: Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.
---

# FinanceReport

Generate comprehensive 8-10 page PDF investment analysis reports with Finance Guru branding.

## Capability probe

Before routing a report workflow, follow the shared **[paid MCP capability probe](../_shared/PaidMcpCapabilityProbe.md)**. Reports want `perplexity` for sourced sentiment synthesis and `exa` for deep catalyst/risk discovery. If either is absent, announce the `WebSearch`/`WebFetch` fallback and its coverage caveat, or stop if the requested research depth cannot be met.

## Workflow Routing

**When executing a workflow, output this notification directly:**

```
Running the **WorkflowName** workflow from the **FinanceReport** skill...
```

| Workflow | Trigger | File |
|----------|---------|------|
| **GenerateSingleReport** | "generate report for TSLA", "create PDF" | `workflows/GenerateSingleReport.md` |
| **RegenerateBatch** | "regenerate batch", "redo all reports" | `workflows/RegenerateBatch.md` |
| **FullResearchWorkflow** | "full analysis", "thorough research" | `workflows/FullResearchWorkflow.md` |

## Examples

**Example 1: Generate single ticker report**
```
User: "Generate a report for NVDA"
-> Invokes GenerateSingleReport workflow
-> Runs quant tools (risk_metrics, momentum, volatility)
-> Fetches sentiment via Perplexity MCP
-> Builds 8-10 page PDF with VGT-style header
-> Saves to reports/NVDA-analysis-2025-12-18.pdf
```

**Example 2: Regenerate all watchlist reports**
```
User: "Regenerate batch 1 reports"
-> Invokes RegenerateBatch workflow
-> Launches 8 subagents in parallel
-> Each runs FullResearchWorkflow
-> Replaces existing PDFs with improved versions
```

**Example 3: Deep research with full workflow**
```
User: "Do a full analysis on AMZN for the 2026 watchlist"
-> Invokes FullResearchWorkflow
-> Phase 1: Market research (Perplexity/Exa for catalysts, risks)
-> Phase 2: Quant analysis (252-day risk metrics, 90-day momentum)
-> Phase 3: Strategy recommendation (buy/hold/sell, position sizing)
-> Phase 4: Generate comprehensive PDF report
```

## Report Structure (8-10 Pages)

### Cover Page (VGT-Style Header) - UNIFORM STANDARD
**CRITICAL: Every report MUST follow this EXACT format:**

```
┌─────────────────────────────────────────────────────────────┐
│                    FINANCE GURU™                            │
│             Family Office Investment Analysis               │
│  ─────────────────────────────────────────────────────────  │
│                                                             │
│              TICKER - Full Company/Fund Name                │
│           2026 Watchlist Analysis & Investment Report       │
│                                                             │
├─────────────────────────────────────────────────────────────┤
│  Report Date:      December 18, 2025                        │
│  Analyst Team:     Finance Guru Multi-Agent System          │
│                    • Market Researcher (Dr. Aleksandr Petrov)│
│                    • Quant Analyst                          │
│                    • Strategy Advisor                       │
│  Current Price:    $XXX.XX                                  │
│  YTD Performance:  +XX.XX%                                  │
│  Expense Ratio:    0.XX% (ETFs only)                        │
└─────────────────────────────────────────────────────────────┘
```

**UNIFORMITY RULES:**
- Analyst team names MUST be listed on EVERY report
- "Finance Guru Multi-Agent System" header REQUIRED
- Individual analyst names with personas (e.g., Dr. Aleksandr Petrov)
- Same format, same structure, every single time

### Executive Summary
- Investment thesis (200+ words)
- Key findings with bold labels
- Final verdict box (rating, conviction, risk level)

### Quantitative Analysis
- Risk metrics table (VaR, Sharpe, Beta, Alpha)
- Momentum indicators (RSI, MACD, Stochastic)
- Volatility assessment (ATR, Bollinger regime)
- Embedded charts where applicable

**TABLE FORMATTING - CRITICAL:**
- All table cells use Paragraph objects (text wraps, never overflows)
- Column widths explicitly set to fit within 7.5" content area
- Header row: Navy background, white text, bold
- Data rows: Alternating white/light gray backgrounds

### Market Research
- Company overview and positioning
- 2026 catalysts and risks
- Analyst ratings and sentiment
- Perplexity MCP integration

### Portfolio Sizing (NEW)
Shows BOTH percentage AND dollar amount:
```
Recommended Allocation: 2-3%
For $250,000 portfolio:
  - Dollar amount: 2-3% of the $250,000 example portfolio
  - Share count: ~25-38 shares at $200
```

### Strategy Recommendations
- Entry strategy with price targets
- Risk management (stop-loss levels)
- Position management approach

### Sources & Disclaimer - UNIFORM STANDARD
**CRITICAL: Every report MUST end with this EXACT format:**

```
─────────────────────────────────────────────────────────────
DISCLAIMER: This analysis is provided for educational and
informational purposes only. [full disclaimer text]

                Powered by Finance Guru™
              Report Date: December 18, 2025
─────────────────────────────────────────────────────────────
```

**"Powered by Finance Guru™" is REQUIRED on every report.**

## Tool Usage

### ChartKit.py
```bash
uv run python .claude/skills/FinanceReport/tools/ChartKit.py \
  --ticker TSLA \
  --chart-type line \
  --data-source cli
```

### ReportGenerator.py
```bash
uv run python .claude/skills/FinanceReport/tools/ReportGenerator.py \
  --ticker TSLA \
  --portfolio-value 250000
```

## Integration Points

### Perplexity MCP (Sentiment & Research)
```python
# Search for market sentiment
mcp__perplexity__search(query=f"{ticker} stock analysis 2025 catalysts risks")

# Deep reasoning for thesis
mcp__perplexity__reason(query=f"Analyze {ticker} investment thesis for 2026")
```

### Existing Finance Guru CLI Tools
- `src/analysis/risk_metrics_cli.py` - VaR, CVaR, Sharpe, Sortino, Beta, Alpha
- `src/utils/momentum_cli.py` - RSI, MACD, Stochastic, Williams %R
- `src/utils/volatility_cli.py` - ATR, Bollinger Bands, Keltner Channels
- `src/analysis/correlation_cli.py` - Portfolio correlation matrix

### User Profile
Reads portfolio value from `user-profile.yaml` for sizing:
- `investment_portfolio.total_value` = Current portfolio value
- Calculates exact dollar amounts for recommendations

## Reference Files

- **StyleGuide.md** - Brand colors, typography, table styling
- **VisGuide.md** - Chart selection dictionary, labeling standards

---

**Skill Type**: Domain
**Enforcement**: Suggest
**Priority**: High
**Line Count**: < 200 lines