Financereport
Generate branded 8–10 page PDF equity and ETF analysis reports with quant metrics and sentiment for tickers on your watchlist.
Overview
FinanceReport is an agent skill most often used in Validate (also Grow analytics) that generates 8–10 page PDF stock and ETF analysis reports with quant metrics and sentiment integration.
Install
npx skills add https://github.com/aojdevstudio/finance-guru --skill financereportWhat is this skill?
- Workflow routing for GenerateSingleReport, RegenerateBatch, and FullResearchWorkflow with explicit user triggers
- Eight-to-ten page PDF reports with VGT-style headers, embedded charts, and portfolio sizing sections
- Integrates quant tooling (risk metrics, momentum, volatility) plus Perplexity MCP sentiment
- Saves reports under a predictable fin-guru-private analysis/reports path with dated filenames
- Supports single-ticker, batch watchlist regeneration, and full deep-research flows
- 8–10 page PDF analysis reports
- Three named workflows: GenerateSingleReport, RegenerateBatch, FullResearchWorkflow
Adoption & trust: 619 installs on skills.sh; 305 GitHub stars; 1/3 security scanners passed (skills.sh audits).
What problem does it solve?
You need a consistent, printable investment memo for a ticker or watchlist but manual research and PDF layout eat your shipping time.
Who is it for?
Indie investors and builder-founders who already use Finance Guru quant tools and want one-command PDF reports for named tickers or batches.
Skip if: Users seeking regulated investment advice, live trading execution, or reports without Finance Guru tooling and Perplexity MCP configured.
When should I use this skill?
User mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, or regenerate reports.
What do I get? / Deliverables
You receive a dated, branded multi-page PDF per symbol with embedded charts and structured analysis saved to your Finance Guru reports folder.
- Dated PDF investment analysis per ticker
- Batch-regenerated watchlist report set
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Investment due diligence and sizing decisions sit in Validate/pricing before you commit capital or product bets tied to market themes. Pricing subphase covers evaluating instruments, scenarios, and narrative risk—not just SaaS price tags—so report generation fits here as analysis output.
Where it fits
Run GenerateSingleReport for a symbol before sizing a personal position.
RegenerateBatch to refresh PDFs after earnings season for your entire watchlist.
Use FullResearchWorkflow when exploring whether a theme ETF fits a product or content bet.
How it compares
A workflow-packaged report generator—not a generic markdown exporter or a brokerage MCP.
Common Questions / FAQ
Who is financereport for?
Solo builders running personal or side-project portfolios who want agent-driven, PDF-ready equity research inside the Finance Guru stack.
When should I use financereport?
Use it in Validate when pricing an investment thesis for a ticker; in Grow when refreshing watchlist analytics PDFs; and anytime you say generate report, create PDF, or regenerate batch reports.
Is financereport safe to install?
It may call external sentiment and market tools via MCP—review the Security Audits panel on this Prism page and treat report output as research, not fiduciary advice.
SKILL.md
READMESKILL.md - Financereport
# FinanceReport Generate comprehensive 8-10 page PDF investment analysis reports with Finance Guru branding. ## Workflow Routing **When executing a workflow, output this notification directly:** ``` Running the **WorkflowName** workflow from the **FinanceReport** skill... ``` | Workflow | Trigger | File | |----------|---------|------| | **GenerateSingleReport** | "generate report for TSLA", "create PDF" | `workflows/GenerateSingleReport.md` | | **RegenerateBatch** | "regenerate batch", "redo all reports" | `workflows/RegenerateBatch.md` | | **FullResearchWorkflow** | "full analysis", "thorough research" | `workflows/FullResearchWorkflow.md` | ## Examples **Example 1: Generate single ticker report** ``` User: "Generate a report for NVDA" -> Invokes GenerateSingleReport workflow -> Runs quant tools (risk_metrics, momentum, volatility) -> Fetches sentiment via Perplexity MCP -> Builds 8-10 page PDF with VGT-style header -> Saves to fin-guru-private/fin-guru/analysis/reports/NVDA-analysis-2025-12-18.pdf ``` **Example 2: Regenerate all watchlist reports** ``` User: "Regenerate batch 1 reports" -> Invokes RegenerateBatch workflow -> Launches 8 subagents in parallel -> Each runs FullResearchWorkflow -> Replaces existing PDFs with improved versions ``` **Example 3: Deep research with full workflow** ``` User: "Do a full analysis on AMZN for the 2026 watchlist" -> Invokes FullResearchWorkflow -> Phase 1: Market research (Perplexity/Exa for catalysts, risks) -> Phase 2: Quant analysis (252-day risk metrics, 90-day momentum) -> Phase 3: Strategy recommendation (buy/hold/sell, position sizing) -> Phase 4: Generate comprehensive PDF report ``` ## Report Structure (8-10 Pages) ### Cover Page (VGT-Style Header) - UNIFORM STANDARD **CRITICAL: Every report MUST follow this EXACT format:** ``` ┌─────────────────────────────────────────────────────────────┐ │ FINANCE GURU™ │ │ Family Office Investment Analysis │ │ ───────────────────────────────────────────────────────── │ │ │ │ TICKER - Full Company/Fund Name │ │ 2026 Watchlist Analysis & Investment Report │ │ │ ├─────────────────────────────────────────────────────────────┤ │ Report Date: December 18, 2025 │ │ Analyst Team: Finance Guru Multi-Agent System │ │ • Market Researcher (Dr. Aleksandr Petrov)│ │ • Quant Analyst │ │ • Strategy Advisor │ │ Current Price: $XXX.XX │ │ YTD Performance: +XX.XX% │ │ Expense Ratio: 0.XX% (ETFs only) │ └─────────────────────────────────────────────────────────────┘ ``` **UNIFORMITY RULES:** - Analyst team names MUST be listed on EVERY report - "Finance Guru Multi-Agent System" header REQUIRED - Individual analyst names with personas (e.g., Dr. Aleksandr Petrov) - Same format, same structure, every single time ### Executive Summary - Investment thesis (200+ words) - Key findings with bold labels - Final verdict box (rating, conviction, risk level) ### Quantitative Analysis - Risk metrics table (VaR, Sharpe, Beta, Alpha) - Momentum indicators (RSI, MACD, Stochastic) - Volatility assessment (ATR, Bollinger regime) - Embedded charts where applicable **TABLE FORMATTING - CRITICAL:** - All table cells use Paragraph objects (text wraps, neve