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-bullishfor trend analysis - •
scanner-pmccfor PMCC viability - •
fundamentalsfor financial data and Piotroski score