Trading Analysis & Investment Report Generator

This skill generates comprehensive investment reports combining real-time market data, technical analysis, Claude AI insights, and professional visualizations.

What This Skill Does

• Downloads real-time market data from Yahoo Finance

• Calculates 10+ technical indicators (RSI, MACD, Moving Averages, Bollinger Bands, etc.)

• Analyzes market conditions using Claude AI

• Generates 4 types of professional charts (price, indicators, volatility, dashboard)

• Creates institutional-grade investment reports in Markdown format

• Exports structured data in JSON format

When to Use This Skill

Use this skill when the user requests:

• Investment reports or analysis for specific stocks/ETFs

• Market analysis with technical indicators

• Trading recommendations based on current market conditions

• Professional reports for clients or portfolio review

• Comparative analysis across multiple symbols

Input Requirements

Required:

• symbol : Stock ticker (e.g., SPY, AAPL, TSLA, QQQ)

Optional:

• client_name : Name of the client/investor (default: "Institutional Investors")

• report_title : Custom report title (auto-generated if not provided)

• period : Historical data period (default: "6mo")

Output Files

The skill generates the following files in the reports/ directory:

Markdown Report ({SYMBOL}analysis_report{timestamp}.md )

• Executive summary with sentiment and recommendation

• Market overview with price tables

• Technical analysis with indicators

• AI-powered market intelligence

• Investment recommendations with entry/exit criteria

• Risk assessment

• Chart references

JSON Data ({SYMBOL}analysis_report{timestamp}_data.json )

• Structured data for programmatic access

• All metrics and analysis results

Charts (PNG format, 300 DPI):

• {SYMBOL}_price_chart.png : Price with moving averages

• {SYMBOL}_indicators_chart.png : RSI and MACD

• {SYMBOL}_volatility_chart.png : Historical volatility

• {SYMBOL}_summary_dashboard.png : Performance dashboard

Example Usage

Simple request: "Generate an investment report for SPY"

Detailed request: "Create a market analysis report for AAPL for Acme Capital with the title 'Q4 2025 AAPL Investment Strategy'"

Multiple symbols: "Generate investment reports for SPY, QQQ, and DIA"

Report Quality

• Format: Institutional-grade, suitable for client presentations

• Data Accuracy: Real-time market data with verified calculations

• Visual Quality: High-resolution charts (300 DPI, print-ready)

• AI Analysis: Claude-powered market sentiment and risk assessment

• Completeness: Executive summary, technical analysis, recommendations, disclaimers

Technical Details

• Data Source: Yahoo Finance API

• AI Model: Claude 3.7 Sonnet (configurable)

• Chart Resolution: 300 DPI (print quality)

• Report Format: GitHub-flavored Markdown

• Processing Time: ~15-30 seconds per symbol

Safety & Disclaimers

All reports automatically include:

• Investment disclaimer

• Risk warnings

• Clarification that this is informational, not financial advice

• Recommendation to consult qualified financial advisors

Notes

• Requires valid Anthropic API key in .env file

• Requires internet connection for market data

• Historical data limited by Yahoo Finance availability

• AI analysis is based on technical data, not fundamental analysis