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finance-report-pdf

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Generate client-ready PDF financial reports.

Finance & Accounting#automation#pdf#reporting#finance#advisor#financial-analysis#report-generation
Authorzubair-trabzada
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Consolidates scattered FINANCE-*.md analyses into a single, professional PDF client report, streamlining advisor workflows and client communications.

Core Features & Use Cases

  • Scans the current directory for FINANCE-*.md inputs and extracts key financial metrics and scores
  • Runs the bundled Python generator to produce a client-ready PDF report with cover page, score breakdown, cash flow, debt, retirement, portfolio sections, and prioritized actions
  • Falls back to a markdown summary (FINANCE-PLAN.md) if the PDF generator is unavailable or errors

Quick Start

Run the report generator in a directory containing FINANCE-*.md inputs to produce FINANCE-PLAN.pdf.

Dependency Matrix

Required Modules

None required

Components

scripts

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: finance-report-pdf
Download link: https://github.com/zubair-trabzada/ai-finance-claude/archive/main.zip#finance-report-pdf

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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