Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis
Install via CLI
openskills install staskh/trading_skills---
name: report-stock
description: Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis
user_invocable: true
arguments:
- name: symbols
description: Stock ticker symbol(s) - single or space-separated list (e.g., AAPL or "AAPL MSFT GOOGL")
required: true
dependencies: ["trading-skills"]
---
# Stock Analysis Report Generator
Generates professional reports with comprehensive stock analysis including trend analysis, PMCC viability, and fundamental metrics. Supports both PDF and markdown output formats.
## Instructions
### Step 1: Gather Data
Run the report script for each symbol:
```bash
uv run python scripts/report.py SYMBOL
```
The script returns detailed JSON with:
- `recommendation` - Overall recommendation with strengths/risks
- `company` - Company info (name, sector, industry, market cap)
- `trend_analysis` - Bullish scanner results (score, RSI, MACD, ADX, SMAs)
- `pmcc_analysis` - PMCC viability (score, LEAPS/short details, metrics)
- `fundamentals` - Valuation, profitability, dividend, balance sheet, earnings history
- `piotroski` - F-Score breakdown with all 9 criteria
- `spread_strategies` - Option spread analysis (vertical spreads, straddle, strangle, iron condor)
### Step 2: Generate Report
**Step 2a — Write markdown**
Read `templates/markdown-template.md` for formatting instructions. Generate a markdown report from the JSON data and save to `sandbox/` as:
```
sandbox/{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md
```
**Step 2b — Convert to PDF (if requested)**
Invoke the `markdown-to-pdf` skill on the markdown file just created:
```bash
uv run python .claude/skills/markdown-to-pdf/scripts/markdown_to_pdf.py sandbox/{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md
```
The PDF is written alongside the markdown file with the same basename.
### Step 3: Report Results
After generating the report, tell the user:
1. The recommendation (BUY/HOLD/AVOID)
2. Key strengths and risks
3. The report file path
## Example
```bash
# Single symbol
uv run python scripts/report.py AAPL
# Multiple symbols - run separately
uv run python scripts/report.py AAPL
uv run python scripts/report.py MSFT
```
## Report Contents
All sections defined in `templates/markdown-template.md`:
1. **Header** — symbol, company name, generated timestamp
2. **Recommendation** — BUY/HOLD/AVOID with strengths and risks
3. **Company Overview** — sector, industry, market cap, beta
4. **Trend Analysis** — bullish score, RSI, MACD, ADX, SMA distances, earnings date, signals list
5. **Fundamental Analysis** — valuation (P/E, P/B, EPS), profitability (margins, ROE, ROA, growth), dividend & balance sheet, earnings history (up to 8 quarters)
6. **Piotroski F-Score** — all 9 criteria with PASS/FAIL
7. **Insider Trading** — net sentiment, buy/sell counts, recent transactions (omitted if no data)
8. **PMCC Viability** — score, IV, LEAPS/short leg details, trade metrics (yield, capital required)
9. **Option Spread Strategies** — bull call, bear put, straddle, strangle, iron condor
10. **Investment Summary** — strengths and risk factors
11. **Disclaimer footer**
## Dependencies
This skill aggregates data from:
- `scanner-bullish` for trend analysis
- `scanner-pmcc` for PMCC viability
- `fundamentals` for financial data and Piotroski score
## Timezone
All timestamps and time-based calculations must use the `America/New_York` timezone. All JSON output must include `generated_at` (NY time string) and `data_delay` fields.No comments yet. Be the first to comment!