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:

• The recommendation (BUY/HOLD/AVOID)

• Key strengths and risks

• 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