FinanceReport

SKILL.md

Generate institutional-quality PDF investment reports for stocks and ETFs with embedded charts and portfolio sizing.

Produces 8–10 page reports with VGT-style branding, executive summary, quantitative analysis tables, and strategy recommendations

Integrates Perplexity MCP for market sentiment and catalyst research, plus built-in quant tools for risk metrics, momentum indicators, and volatility assessment

Supports three workflows: single ticker reports, batch regeneration across watchlists, and full deep-research analysis with market and strategy phases

Calculates position sizing in both percentage and dollar amounts based on user portfolio value from stored profile data

FinanceReport

Generate comprehensive 8-10 page PDF investment analysis reports with Finance Guru branding.

Workflow Routing

When executing a workflow, output this notification directly:

Running the **WorkflowName** workflow from the **FinanceReport** skill...

Workflow
Trigger
File

GenerateSingleReport
"generate report for TSLA", "create PDF"
workflows/GenerateSingleReport.md

RegenerateBatch
"regenerate batch", "redo all reports"
workflows/RegenerateBatch.md

FullResearchWorkflow
"full analysis", "thorough research"
workflows/FullResearchWorkflow.md

Examples