Report Stock skill

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/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:

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

# 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.