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Stock Analysis Report Generator

股票分析报告生成器

Generates professional reports with comprehensive stock analysis including trend analysis, PMCC viability, and fundamental metrics. Supports both PDF and markdown output formats.
生成包含趋势分析、PMCC可行性、基本面指标在内的全面股票分析专业报告,支持PDF和markdown两种输出格式。

Instructions

使用说明

Step 1: Gather Data

步骤1:收集数据

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)
为每个股票代码运行报告脚本:
bash
uv run python scripts/report.py SYMBOL
脚本会返回包含以下字段的详细JSON:
  • recommendation
    - 整体推荐意见及优势/风险说明
  • company
    - 公司信息(名称、板块、行业、市值)
  • trend_analysis
    - 看涨扫描结果(得分、RSI、MACD、ADX、SMA)
  • pmcc_analysis
    - PMCC可行性分析(得分、LEAPS/卖空详情、指标)
  • fundamentals
    - 估值、盈利能力、股息、资产负债表、盈利历史
  • piotroski
    - 完整9项标准的F-Score明细
  • spread_strategies
    - 期权价差分析(垂直价差、跨式策略、宽跨式策略、铁鹰策略)

Step 2: Generate Report

步骤2:生成报告

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
根据用户偏好选择输出格式:
PDF格式:使用
pdf
skill基于JSON数据生成格式专业的PDF报告。 阅读
templates/pdf-template.md
了解详细格式规范,包括配色方案、排版规则、表格布局和章节结构。
Markdown格式:阅读
templates/markdown-template.md
了解格式说明,生成markdown报告并保存到
sandbox/
目录。
文件名格式
  • PDF:
    {SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.pdf
  • Markdown:
    {SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md
输出位置:保存到
sandbox/
目录

Step 3: Report Results

步骤3:反馈报告结果

After generating the report, tell the user:
  1. The recommendation (BUY/HOLD/AVOID)
  2. Key strengths and risks
  3. The report file path
生成报告后,告知用户以下信息:
  1. 推荐意见(买入/持有/规避)
  2. 核心优势和风险
  3. 报告文件路径

Example

示例

bash
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bash
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Single symbol

单个股票代码

uv run python scripts/report.py AAPL
uv run python scripts/report.py AAPL

Multiple symbols - run separately

多个股票代码 - 分别运行

uv run python scripts/report.py AAPL uv run python scripts/report.py MSFT
undefined
uv run python scripts/report.py AAPL uv run python scripts/report.py MSFT
undefined

Report Contents

报告内容

Pages 1-2: Executive Summary & Trend Analysis

第1-2页:执行摘要与趋势分析

  • Color-coded recommendation box (green/yellow/red)
  • Company overview table
  • Bullish scanner metrics with signal interpretations
  • Trend signals list
  • 颜色编码的推荐框(绿/黄/红)
  • 公司概览表格
  • 看涨扫描指标及信号解读
  • 趋势信号列表

Pages 2-3: Fundamental Analysis & Piotroski

第2-3页:基本面分析与Piotroski得分

  • 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)
  • 估值指标(P/E、P/B、EPS)
  • 盈利能力(利润率、ROE、ROA、增长率)
  • 股息与资产负债表(收益率、派息率、债务)
  • 盈利历史(最多8个季度)
  • Piotroski F-Score明细(全部9项标准)

Pages 3-4: PMCC Viability Analysis

第3-4页:PMCC可行性分析

  • 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)
  • PMCC得分与评估
  • LEAPS期权详情(行权价、delta、价差、流动性)
  • 卖空看涨期权详情(行权价、delta、价差、流动性)
  • 交易指标(净借方、预估收益率、所需资金)

Pages 4-5: Option Spread Strategies

第4-5页:期权价差策略

  • 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
  • 看涨期权价差的盈亏平衡点与风险收益比
  • 看跌期权价差的盈亏平衡点与风险收益比
  • 买入跨式策略所需波动幅度分析
  • 买入宽跨式策略盈亏平衡点分析
  • 铁鹰策略的盈利区间与最大风险

Final Page: Investment Summary

最后一页:投资摘要

  • Strengths box
  • Risk factors box
  • Disclaimer footer
  • 优势说明框
  • 风险因素说明框
  • 免责声明页脚

Dependencies

依赖

This skill aggregates data from:
  • scanner-bullish
    for trend analysis
  • scanner-pmcc
    for PMCC viability
  • fundamentals
    for financial data and Piotroski score
本skill从以下工具聚合数据:
  • scanner-bullish
    用于趋势分析
  • scanner-pmcc
    用于PMCC可行性分析
  • fundamentals
    用于获取财务数据和Piotroski得分