report-stock

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Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis

3installs

Sourcestaskh/trading_skills

Added on2026-03-04

NPX Install

npx skill4agent add staskh/trading_skills report-stock

SKILL.md Content

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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.

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/

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

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

Final Page: Investment Summary

Strengths box
Risk factors box
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