MCPInstall

financereport

by aojdevstudioDocs & Writing

Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads financereport automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

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...
WorkflowTriggerFile
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, never overflows)
  • Column widths explicitly set to fit within 7.5" content area
  • Header row: Navy background, white text, bold
  • Data rows: Alternating white/light gray backgrounds

Market Research

  • Company overview and positioning
  • 2026 catalysts and risks
  • Analyst ratings and sentiment
  • Perplexity MCP integration

Portfolio Sizing (NEW)

Shows BOTH percentage AND dollar amount:

Recommended Allocation: 2-3%
For $250,000 portfolio:
  - Dollar amount: $5,000 - $7,500
  - Share count: ~25-38 shares at $200

Strategy Recommendations

  • Entry strategy with price targets
  • Risk management (stop-loss levels)
  • Position management approach

Sources & Disclaimer - UNIFORM STANDARD

CRITICAL: Every report MUST end with this EXACT format:

─────────────────────────────────────────────────────────────
DISCLAIMER: This analysis is provided for educational and
informational purposes only. [full disclaimer text]

                Powered by Finance Guru™
              Report Date: December 18, 2025
─────────────────────────────────────────────────────────────

"Powered by Finance Guru™" is REQUIRED on every report.

Tool Usage

ChartKit.py

uv run python .claude/skills/FinanceReport/tools/ChartKit.py \
  --ticker TSLA \
  --chart-type line \
  --data-source cli

ReportGenerator.py

uv run python .claude/skills/FinanceReport/tools/ReportGenerator.py \
  --ticker TSLA \
  --portfolio-value 250000 \
  --output-dir fin-guru-private/fin-guru/analysis/reports/

Integration Points

Perplexity MCP (Sentiment & Research)

# Search for market sentiment
mcp__perplexity__search(query=f"{ticker} stock analysis 2025 catalysts risks")

# Deep reasoning for thesis
mcp__perplexity__reason(query=f"Analyze {ticker} investment thesis for 2026")

Existing Finance Guru CLI Tools

  • src/analysis/risk_metrics_cli.py - VaR, CVaR, Sharpe, Sortino, Beta, Alpha
  • src/utils/momentum_cli.py - RSI, MACD, Stochastic, Williams %R
  • src/utils/volatility_cli.py - ATR, Bollinger Bands, Keltner Channels
  • src/analysis/correlation_cli.py - Portfolio correlation matrix

User Profile

Reads portfolio value from fin-guru/data/user-profile.yaml for sizing:

  • investment_portfolio.total_value = Current portfolio value
  • Calculates exact dollar amounts for recommendations

Reference Files

  • StyleGuide.md - Brand colors, typography, table styling
  • VisGuide.md - Chart selection dictionary, labeling standards

Skill Type: Domain Enforcement: Suggest Priority: High Line Count: < 200 lines

FAQ

What does the financereport skill do?

Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.

How do I install financereport?

Run npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/financereport/ (personal) or .claude/skills/financereport/ (project).

Which AI agents can use financereport?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is financereport safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains financereport?

It is published by aojdevstudio in aojdevstudio/finance-guru. It has 637 recorded installs.

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