What formats can the report output?

PDF or Markdown, selected per user preference with the appropriate templates.

Where is the report saved?

In the sandbox/ directory with filenames like SYMBOL_Analysis_Report_YYYY-MM-DD_HHmm.ext

What data sources does the report pull in?

Trend analysis, PMCC viability, fundamentals, Piotroski score, and spread strategies, aggregated from scanner-bullish, scanner-pmcc, and fundamentals.

report-stock

npx machina-cli add skill staskh/trading_skills/report-stock --openclaw

Files (1)

SKILL.md

3.5 KB

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

Source

git clone https://github.com/staskh/trading_skills/blob/main/.claude/skills/report-stock/SKILL.mdView on GitHub

Overview

Generates professional stock analysis reports (PDF or Markdown) that combine trend scans, PMCC viability, and fundamental metrics. It consolidates data from scanners and fundamentals into a shareable, client-ready document.

How This Skill Works

Run the report script for each symbol (uv run python scripts/report.py SYMBOL). The script returns a structured JSON with fields like recommendation, company, trend_analysis, pmcc_analysis, fundamentals, piotroski, and spread_strategies. Then choose an output format (PDF or Markdown) based on templates and save the file to sandbox, using the standardized filename format.

When to Use It

When you need a formal, shareable stock analysis for a single symbol
Before a buy/hold/avoid decision to incorporate trend, PMCC, and fundamentals
For client-ready or compliance-grade research covering multiple tickers
During earnings season to summarize valuation, profitability, and earnings history
To archive or present a professional PDF/Markdown report saved in sandbox/

Quick Start

Step 1: Run the report for SYMBOL with uv run python scripts/report.py SYMBOL
Step 2: Choose PDF or Markdown and use the corresponding template to format the data
Step 3: Retrieve the generated file from sandbox/ and review the recommendation, strengths, and risks

Best Practices

Verify ticker symbols are correct (single or space-separated) before running
Run for each symbol separately to ensure accurate, isolated reports
Cross-check trend_analysis and pmcc_analysis against fundamentals before finalizing
Prefer PDF for formal presentations and Markdown for quick sharing
Follow the filename conventions and save reports to sandbox/

Example Use Cases

Generate AAPL report before a quarterly rebalance to compare trend and fundamentals
Produce MSFT and GOOGL reports for a client presentation
Create a Markdown brief after earnings to share with a team
Export a PDF investment research pack for an institutional review
Assess SPY PMCC viability with LEAPS and spreads using a multi-symbol report

Frequently Asked Questions

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