report-stock · diff
git:20260430.ef6e1c4 to git:20260521.3cb2db2
23 added, 38 removed. Audit A to A.
---
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
- 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.
+ **Step 2a — Write markdown**
- **For Markdown**: Read `templates/markdown-template.md` for formatting instructions. Generate a markdown report and save to `sandbox/`.
+ 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
+ ```
- **Filename format**:
- - PDF: `{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.pdf`
- - Markdown: `{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md`
+ **Step 2b — Convert to PDF (if requested)**
- **Output location**: Save to `sandbox/` directory
+ 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
- ### 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
+ All sections defined in `templates/markdown-template.md`:
- ### Final Page: Investment Summary
- - Strengths box
- - Risk factors box
- - Disclaimer footer
+ 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.