Generate Report

generate_report

Generate a comprehensive investment-analysis report for one or more tickers and save it as a Markdown file under Summarization/output/.

When to use

Trigger this skill when the user asks for any of:

• "give me a report on AAPL"
• "deep analysis of MSFT"
• "show me NVDA's fundamentals"
• Any request for a standalone, written analysis of a single ticker (multi-ticker comparisons go to compare_tickers, not this one).

Note: the router LLM handles both English and Chinese inputs naturally; non-English phrasings asking for a ticker report route here too.

Do not use when:

• The user just wants a quick price/news lookup → answer from RAG instead.
• The user wants to compare 2+ tickers → use compare_tickers.
• The user asks about a specific SEC filing → use explain_filing (future).

Inputs

• ticker (string, required): single ticker symbol, e.g. "AAPL".
• dry_run (bool, optional, default false): fetch and assemble context but skip the LLM call. Useful for testing.

Output

• content: the full Markdown report.
• artifacts: [Path(Summarization/output/{TICKER}_{YYYY-MM-DD}.md)].
• meta: {doc_counts, total_chars, cache_hit, input_hash}.