Skill: Report Generation

Purpose

Generate comprehensive trading reports in multiple formats (Markdown, CSV, HTML). Combines data from analysis, portfolio, and journal skills to create professional trading reports.

When to Use

•Creating daily/weekly/monthly performance reports
•Generating tax documentation
•Preparing investor updates
•Documenting trading activity
•Compliance and record-keeping

Workflow

Step 1: Generate Report

typescript

import { generateReport } from './skills/report-generation';

const report = await generateReport({
  type: 'performance',
  period: 'monthly',
  format: 'markdown',
  includeCharts: true,
  includeTransactions: true,
});

console.log(report.content);
console.log('Saved to:', report.filePath);

Step 2: Customize Content

typescript

const customReport = await generateReport({
  type: 'custom',
  sections: ['summary', 'holdings', 'trades', 'lessons'],
  title: 'Q4 Trading Review',
  author: 'Trading Team',
});

Report Types

Type	Description	Contents
performance	Overall trading performance	P&L, win rate, metrics
portfolio	Portfolio holdings report	Assets, allocation, value
transactions	Transaction history	All trades with details
tax	Tax-ready export	Gains, losses, cost basis
journal	Trading journal summary	Trades, lessons, patterns
daily	Daily recap	Today's activity
weekly	Weekly summary	Week's performance
monthly	Monthly report	Full month analysis
custom	Custom sections	User-selected sections

Configuration

typescript

interface ReportConfig {
  type: ReportType;
  period?: 'daily' | 'weekly' | 'monthly' | 'quarterly' | 'yearly' | 'all';
  format?: 'markdown' | 'csv' | 'html' | 'json';
  outputPath?: string;
  title?: string;
  author?: string;
  sections?: string[];
  includeCharts?: boolean;
  includeTransactions?: boolean;
  symbols?: string[];
}

Output Formats

Markdown

Professional document with headers, tables, and formatting.

CSV

Spreadsheet-compatible data export for analysis.

HTML

Styled web page with interactive elements.

JSON

Structured data for programmatic use.

Example: Monthly Performance Report

typescript

const report = await generateReport({
  type: 'monthly',
  format: 'markdown',
  title: 'December 2024 Trading Report',
  author: 'Trading Bot',
  includeCharts: true,
});

/* Output:
# December 2024 Trading Report

Generated: 2024-12-31T00:00:00Z
Author: Trading Bot

## Executive Summary
- Total P&L: $2,450.00 (+12.3%)
- Win Rate: 68%
- Total Trades: 45

## Performance Metrics
| Metric | Value |
|--------|-------|
| Sharpe Ratio | 1.8 |
| Max Drawdown | 8.2% |
...
*/

Best Practices

•Consistent scheduling - Generate reports on regular schedule
•Archive old reports - Keep historical records
•Include context - Add market conditions and notes
•Use appropriate format - Markdown for reading, CSV for analysis
•Verify accuracy - Cross-check key figures

Related Skills

•data-analysis - Data for reports
•portfolio-analysis - Portfolio metrics
•trading-journal - Trade documentation