FinanceReport

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

Capability probe

Before routing a report workflow, follow the shared [paid MCP capability probe](../_shared/PaidMcpCapabilityProbe.md). Reports want perplexity for sourced sentiment synthesis and exa for deep catalyst/risk discovery. If either is absent, announce the WebSearch/WebFetch fallback and its coverage caveat, or stop if the requested research depth cannot be met.

Workflow Routing

When executing a workflow, output this notification directly:

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

Examples

Example 1: Generate single ticker report

User: "Generate a report for NVDA"
-> Invokes GenerateSingleReport workflow
-> Runs quant tools (risk_metrics, momentum, volatility)
-> Fetches sentiment via Perplexity MCP
-> Builds 8-10 page PDF with VGT-style header
-> Saves to reports/NVDA-analysis-2025-12-18.pdf

Example 2: Regenerate all watchlist reports

User: "Regenerate batch 1 reports"
-> Invokes RegenerateBatch workflow
-> Launches 8 subagents in parallel
-> Each runs FullResearchWorkflow
-> Replaces existing PDFs with improved versions

Example 3: Deep research with full workflow

User: "Do a full analysis on AMZN for the 2026 watchlist"
-> Invokes FullResearchWorkflow
-> Phase 1: Market research (Perplexity/Exa for catalysts, risks)
-> Phase 2: Quant analysis (252-day risk metrics, 90-day momentum)
-> Phase 3: Strategy recommendation (buy/hold/sell, position sizing)
-> Phase 4: Generate comprehensive PDF report

Report Structure (8-10 Pages)

Cover Page (VGT-Style Header) - UNIFORM STANDARD

CRITICAL: Every report MUST follow this EXACT format:

┌─────────────────────────────────────────────────────────────┐
│                    FINANCE GURU™                            │
│             Family Office Investment Analysis               │
│  ─────────────────────────────────────────────────────────  │
│                                                             │
│              TICKER - Full Company/Fund Name                │
│           2026 Watchlist Analysis & Investment Report       │
│                                                             │
├─────────────────────────────────────────────────────────────┤
│  Report Date:      December 18, 2025                        │
│  Analyst Team:     Finance Guru Multi-Agent System          │
│                    • Market Researcher (Dr. Aleksandr Petrov)│
│                    • Quant Analyst                          │
│                    • Strategy Advisor                       │
│  Current Price:    $XXX.XX                                  │
│  YTD Performance:  +XX.XX%                                  │
│  Expense Ratio:    0.XX% (ETFs only)                        │
└─────────────────────────────────────────────────────────────┘

UNIFORMITY RULES:

• Analyst team names MUST be listed on EVERY report
• "Finance Guru Multi-Agent System" header REQUIRED
• Individual analyst names with personas (e.g., Dr. Aleksandr Petrov)
• Same format, same structure, every single time

Executive Summary

• Investment thesis (200+ words)
• Key findings with bold labels
• Final verdict box (rating, conviction, risk level)

Quantitative Analysis

• Risk metrics table (VaR, Sharpe, Beta, Alpha)
• Momentum indicators (RSI, MACD, Stochastic)
• Volatility assessment (ATR, Bollinger regime)
• Embedded charts where applicable

TABLE FORMATTING - CRITICAL:

• All table cells use Paragraph objects (text wraps, never overflows)
• Column widths explicitly set to fit within 7.5" content area
• Header row: Navy background, white text, bold
• Data rows: Alternating white/light gray backgrounds

Market Research

• Company overview and positioning
• 2026 catalysts and risks
• Analyst ratings and sentiment
• Perplexity MCP integration

Portfolio Sizing (NEW)

Shows BOTH percentage AND dollar amount:

Recommended Allocation: 2-3%
For $250,000 portfolio:
  - Dollar amount: 2-3% of the $250,000 example portfolio
  - Share count: ~25-38 shares at $200

Strategy Recommendations

• Entry strategy with price targets
• Risk management (stop-loss levels)
• Position management approach

Sources & Disclaimer - UNIFORM STANDARD

CRITICAL: Every report MUST end with this EXACT format:

─────────────────────────────────────────────────────────────
DISCLAIMER: This analysis is provided for educational and
informational purposes only. [full disclaimer text]

                Powered by Finance Guru™
              Report Date: December 18, 2025
─────────────────────────────────────────────────────────────

"Powered by Finance Guru™" is REQUIRED on every report.

Tool Usage

ChartKit.py

uv run python .claude/skills/FinanceReport/tools/ChartKit.py \
  --ticker TSLA \
  --chart-type line \
  --data-source cli

ReportGenerator.py

uv run python .claude/skills/FinanceReport/tools/ReportGenerator.py \
  --ticker TSLA \
  --portfolio-value 250000

Integration Points

Perplexity MCP (Sentiment & Research)

# Search for market sentiment
mcp__perplexity__search(query=f"{ticker} stock analysis 2025 catalysts risks")

# Deep reasoning for thesis
mcp__perplexity__reason(query=f"Analyze {ticker} investment thesis for 2026")

Existing Finance Guru CLI Tools

• src/analysis/riskmetricscli.py - VaR, CVaR, Sharpe, Sortino, Beta, Alpha
• src/utils/momentum_cli.py - RSI, MACD, Stochastic, Williams %R
• src/utils/volatility_cli.py - ATR, Bollinger Bands, Keltner Channels
• src/analysis/correlation_cli.py - Portfolio correlation matrix

User Profile

Reads portfolio value from user-profile.yaml for sizing:

• investmentportfolio.totalvalue = Current portfolio value
• Calculates exact dollar amounts for recommendations

Reference Files

• StyleGuide.md - Brand colors, typography, table styling
• VisGuide.md - Chart selection dictionary, labeling standards

Skill Type: Domain Enforcement: Suggest Priority: High Line Count: < 200 lines