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AojdevStudio
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FinanceReport

Generate investment reports for stocks and ETFs as publication-ready PDFs.

317|108|Updated Oct 18, 2025
Search Tags:#pdf#finance#investment-analysis#risk-metrics#report-generation#portfolio-sizing
One-click install
npx skills add https://github.com/AojdevStudio/Finance-Guru --skill financereport
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: FinanceReport
Source: https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/FinanceReport
Command: npx skills add https://github.com/AojdevStudio/Finance-Guru --skill financereport

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the creation of professional, publication-ready investment reports by consolidating data from multiple analysis tools and sources.

Core Features & Use Cases

  • Automated PDF Report Generation: Produces 8-10 page investment analysis reports with Finance Guru branding and a standardized structure.
  • Data Integration & Visualization: Aggregates risk metrics, momentum indicators, volatility data, and market sentiment to create cohesive, image-embedded PDFs.
  • Portfolio Sizing & Sentiment Context: Includes sizing calculations, watchlist capabilities, and sentiment-driven insights to support decision-making.

Quick Start

Use the FinanceReport skill to generate an 8-10 page investment analysis PDF for a specified ticker.

Frequently Asked Questions about FinanceReport

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a PDF investment report for a specific stock ticker?▼

To generate a PDF investment report, specify a stock or ETF ticker. The system consolidates risk metrics, momentum, volatility, and sentiment data, rendering a publication-ready 8-10 page PDF.

What financial data is included in an automated investment analysis report?▼

An automated investment analysis report includes risk metrics, momentum indicators, volatility data, market sentiment context, portfolio sizing calculations, and watchlist capabilities to support decision-making.

Can I use this tool to generate ETF analysis reports or is it limited to stocks?▼

You can generate ETF analysis reports as well as stock reports. The tool consolidates risk, momentum, volatility, and sentiment data to produce publication-ready PDFs for both investment types.

What is the best way to consolidate risk metrics and market sentiment into a single document?▼

The best way to consolidate risk metrics and market sentiment into a single document is using an automated report generation workflow that aggregates the data and embeds visualizations into a standardized PDF.

Does portfolio sizing calculation require manual input before generating the report?▼

Portfolio sizing calculations are integrated directly into the generated report. The automated workflow handles the sizing alongside sentiment context and risk metrics without requiring separate manual input.

What limitations exist when creating publication-ready PDFs for investment analysis?▼

A limitation of creating publication-ready PDFs is the standardized 8-10 page structure with fixed branding. This deterministic workflow restricts extensive custom layout modifications outside the predefined template.

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