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

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

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

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