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:
uv run python scripts/report.py SYMBOL
The script returns detailed JSON with:
recommendation - Overall recommendation with strengths/riskscompany - 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 historypiotroski - F-Score breakdown with all 9 criteriaspread_strategies - Option spread analysis (vertical spreads, straddle, strangle, iron condor)
Step 2: Generate Report
Choose output format based on user preference:
For PDF: Use the pdf skill to create a professionally formatted PDF report from the JSON data.
Read templates/pdf-template.md for detailed formatting guidelines including color scheme, typography, table layouts, and section structure.
For Markdown: Read templates/markdown-template.md for formatting instructions. Generate a markdown report and save to sandbox/.
Filename format:
- PDF:
{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.pdf
- Markdown:
{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md
Output location: Save to sandbox/ directory
Step 3: Report Results
After generating the report, tell the user:
- The recommendation (BUY/HOLD/AVOID)
- Key strengths and risks
- The report file path
Example
# 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
Pages 1-2: Executive Summary & Trend Analysis
- Color-coded recommendation box (green/yellow/red)
- Company overview table
- Bullish scanner metrics with signal interpretations
- Trend signals list
Pages 2-3: Fundamental Analysis & Piotroski
- Valuation metrics (P/E, P/B, EPS)
- Profitability (margins, ROE, ROA, growth)
- Dividend & balance sheet (yield, payout ratio, debt)
- Earnings history (up to 8 quarters)
- Piotroski F-Score breakdown (all 9 criteria)
Pages 3-4: PMCC Viability Analysis
- PMCC score and assessment
- LEAPS option details (strike, delta, spread, liquidity)
- Short call details (strike, delta, spread, liquidity)
- Trade metrics (net debit, yield estimates, capital required)
Pages 4-5: Option Spread Strategies
- Bull call spread with breakeven and risk/reward
- Bear put spread with breakeven and risk/reward
- Long straddle analysis with move needed %
- Long strangle analysis with breakeven prices
- Iron condor with profit range and max risk
Final Page: Investment Summary
- Strengths box
- Risk factors box
- Disclaimer footer
Dependencies
This skill aggregates data from:
scanner-bullish for trend analysisscanner-pmcc for PMCC viabilityfundamentals for financial data and Piotroski score
1---2name: report-stock3description: Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis4---56# Stock Analysis Report Generator78Generates professional reports with comprehensive stock analysis including trend analysis, PMCC viability, and fundamental metrics. Supports both PDF and markdown output formats.910## Instructions1112### Step 1: Gather Data1314Run the report script for each symbol:1516```bash17uv run python scripts/report.py SYMBOL18```1920The script returns detailed JSON with:21- `recommendation` - Overall recommendation with strengths/risks22- `company` - Company info (name, sector, industry, market cap)23- `trend_analysis` - Bullish scanner results (score, RSI, MACD, ADX, SMAs)24- `pmcc_analysis` - PMCC viability (score, LEAPS/short details, metrics)25- `fundamentals` - Valuation, profitability, dividend, balance sheet, earnings history26- `piotroski` - F-Score breakdown with all 9 criteria27- `spread_strategies` - Option spread analysis (vertical spreads, straddle, strangle, iron condor)2829### Step 2: Generate Report3031Choose output format based on user preference:3233**For PDF**: Use the `pdf` skill to create a professionally formatted PDF report from the JSON data.34Read `templates/pdf-template.md` for detailed formatting guidelines including color scheme, typography, table layouts, and section structure.3536**For Markdown**: Read `templates/markdown-template.md` for formatting instructions. Generate a markdown report and save to `sandbox/`.3738**Filename format**:39- PDF: `{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.pdf`40- Markdown: `{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md`4142**Output location**: Save to `sandbox/` directory4344### Step 3: Report Results4546After generating the report, tell the user:471. The recommendation (BUY/HOLD/AVOID)482. Key strengths and risks493. The report file path5051## Example5253```bash54# Single symbol55uv run python scripts/report.py AAPL5657# Multiple symbols - run separately58uv run python scripts/report.py AAPL59uv run python scripts/report.py MSFT60```6162## Report Contents6364### Pages 1-2: Executive Summary & Trend Analysis65- Color-coded recommendation box (green/yellow/red)66- Company overview table67- Bullish scanner metrics with signal interpretations68- Trend signals list6970### Pages 2-3: Fundamental Analysis & Piotroski71- Valuation metrics (P/E, P/B, EPS)72- Profitability (margins, ROE, ROA, growth)73- Dividend & balance sheet (yield, payout ratio, debt)74- Earnings history (up to 8 quarters)75- Piotroski F-Score breakdown (all 9 criteria)7677### Pages 3-4: PMCC Viability Analysis78- PMCC score and assessment79- LEAPS option details (strike, delta, spread, liquidity)80- Short call details (strike, delta, spread, liquidity)81- Trade metrics (net debit, yield estimates, capital required)8283### Pages 4-5: Option Spread Strategies84- Bull call spread with breakeven and risk/reward85- Bear put spread with breakeven and risk/reward86- Long straddle analysis with move needed %87- Long strangle analysis with breakeven prices88- Iron condor with profit range and max risk8990### Final Page: Investment Summary91- Strengths box92- Risk factors box93- Disclaimer footer9495## Dependencies9697This skill aggregates data from:98- `scanner-bullish` for trend analysis99- `scanner-pmcc` for PMCC viability100- `fundamentals` for financial data and Piotroski score
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