trading-analysis

SKILL.md

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:

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

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

Structured data for programmatic access

All metrics and analysis results

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