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, 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