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:

1. •

   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
2. •

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

   • •Structured data for programmatic access
   • •All metrics and analysis results
3. •

   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