financial-report

Package completed investment analysis into a publishable financial report.

296|57|Updated Apr 13, 2026

Search Tags:#charts #portfolio analysis #valuation #investment research #financial reporting #report drafting

Ready to run

npx skills add https://github.com/monarchjuno/vibe-investing --skill financial-report-monarchjuno

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: financial-report
Source: https://github.com/monarchjuno/vibe-investing/tree/main/skills/output-formats/financial-report
Command: npx skills add https://github.com/monarchjuno/vibe-investing --skill financial-report-monarchjuno

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill turns completed investing analysis into a polished, publication-ready financial report, reducing the effort needed to organize thesis, evidence, charts, and risks into a professional narrative.

Core Features & Use Cases

Report Structuring: Organizes research into a standard finance-research flow with summary, thesis, valuation context, catalysts, risks, and conclusion.
Chart Guidance: Helps choose and present the right exhibits for price action, indicators, peer comparisons, composition views, and other finance visuals.
Downstream Rendering Support: Produces clean markdown that can be passed into document, PDF, or spreadsheet formatting tools.
Use Case: Convert an equity research memo into a broker-style report with an executive summary, valuation discussion, charts, and a clear investment stance.

Quick Start

Use this skill to turn the completed analysis into a polished financial report with title, thesis, exhibits, risks, and conclusion.

Frequently Asked Questions about financial-report

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

FAQPage Schema

How do I format investment analysis into a publishable financial report?▼

To format investment analysis into a publishable financial report, you structure completed research into a standard flow featuring an executive summary, thesis, valuation context, catalysts, risks, and a conclusion. This process packages raw analysis into a professional investor-facing narrative.

What sections are needed for a broker-style equity research report?▼

A broker-style equity research report requires structured thesis framing, valuation or metric context, catalyst and risk sections, and chart-ready output. These components ensure the narrative meets professional investor-facing standards for equities, credit, or macro research.

Can I generate chart-ready finance visuals for portfolio analysis reports?▼

Yes, you can generate chart-ready finance visuals for portfolio analysis reports. The process provides chart guidance to help choose and present exhibits for price action, indicators, peer comparisons, and composition views that downstream document tools can render.

Does this financial reporting approach support crypto and commodity research?▼

Yes, this financial reporting approach supports crypto and commodity research. It applies to equities, credit, commodities, portfolios, and macro research whenever a professional investor-facing narrative or broker-style report is needed.

How do I convert completed research memos into clean markdown for PDF rendering?▼

You convert completed research memos into clean markdown for PDF rendering by packaging the analysis into a structured report. This produces clean markdown output that can be directly passed into downstream document, PDF, or spreadsheet formatting tools.