report-stock

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

Step 2a — Write markdown

Read templates/markdown-template.md for formatting instructions. Generate a markdown report from the JSON data and save to sandbox/ as:

sandbox/{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md

Step 2b — Convert to PDF (if requested)

Invoke the markdown-to-pdf skill on the markdown file just created:

uv run python .claude/skills/markdown-to-pdf/scripts/markdown_to_pdf.py sandbox/{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md

The PDF is written alongside the markdown file with the same basename.

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

All sections defined in templates/markdown-template.md:

1. Header — symbol, company name, generated timestamp
2. Recommendation — BUY/HOLD/AVOID with strengths and risks
3. Company Overview — sector, industry, market cap, beta
4. Trend Analysis — bullish score, RSI, MACD, ADX, SMA distances, earnings date, signals list
5. Fundamental Analysis — valuation (P/E, P/B, EPS), profitability (margins, ROE, ROA, growth), dividend & balance sheet, earnings history (up to 8 quarters)
6. Piotroski F-Score — all 9 criteria with PASS/FAIL
7. Insider Trading — net sentiment, buy/sell counts, recent transactions (omitted if no data)
8. PMCC Viability — score, IV, LEAPS/short leg details, trade metrics (yield, capital required)
9. Option Spread Strategies — bull call, bear put, straddle, strangle, iron condor
10. Investment Summary — strengths and risk factors
11. 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

Timezone

All timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.