finance-report-pdf

To generate a client-ready PDF financial report, the generator scans the current directory for FINANCE-*.md inputs, extracts financial metrics, and compiles them into a comprehensive PDF with cash flow, debt, retirement, and prioritized action sections.

Scattered FINANCE-*.md markdown files containing cash flow, debt, retirement, and net worth analyses can be consolidated into a single PDF report, producing a comprehensive document with score breakdowns and prioritized actions for advisors or clients.

A Python-based PDF generator is bundled with the skill to produce the FINANCE-PLAN.pdf output. If the Python generator is unavailable or errors, the skill falls back to creating a markdown summary named FINANCE-PLAN.md.

If the PDF generator is unavailable or errors during report generation, the skill falls back to producing a markdown summary named FINANCE-PLAN.md. This ensures scattered finance analyses are still consolidated into a usable client-ready output.

The generated PDF report includes a cover page, score breakdown, cash flow, debt, retirement, portfolio sections, and prioritized actions. These sections are populated by extracting key metrics and scores from the FINANCE-*.md input files.