report-generate

Generate structured financial research reports in Markdown with ratings and risk warnings.

Updated Apr 10, 2026
One-click install
npx skills add https://github.com/ebrahim-sani/trading-automation --skill report-generate-ebrahim-sani
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: report-generate
Source: https://github.com/ebrahim-sani/trading-automation/tree/main/vibe-trading/agent/src/skills/report-generate
Command: npx skills add https://github.com/ebrahim-sani/trading-automation --skill report-generate-ebrahim-sani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generate structured, publication-ready financial research reports in Markdown that follow institutional conventions, ensuring clear conclusions, consistent numeric formatting, and explicit risk disclosures so analysts and portfolio managers can make informed decisions faster.

Core Features & Use Cases

  • Structured Templates: Supports deep-dive stock reports, industry research, strategy notes, backtest summaries, and flash comments with explicit sectioning (summary, core views, main analysis, data appendix, risks, recommendation).
  • Quantitative & Formatting Rules: Enforces numeric formats, forecast labeling (A/E), table standards, rating definitions, and at least three risk warnings per report to maintain consistency across publications.
  • Use Case: Turn backtest outputs (metrics.csv, equity.csv) and fundamental data into a 1500–4000 word report with performance tables, a clear rating, actionable recommendations, and a mandatory disclaimer.

Quick Start

Generate a deep-dive stock report on Company ABC with summary, three core views, valuation tables, at least three risk warnings, a clear rating, and a final disclaimer.

Frequently Asked Questions about report-generate

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

FAQPage Schema
How do I generate a professional financial research report in Markdown?

This Skill generates professional financial research reports in Markdown by applying institutional conventions to your raw data, ensuring clear conclusions, consistent numeric formatting, and explicit risk disclosures for faster investment decision-making.

What is the required structure for an investment deep-dive report?

An investment deep-dive report requires explicit sectioning including a summary, core views, main analysis, data appendix, risks, and a recommendation, while enforcing at least three risk warnings and a final disclaimer.

Can I use backtest outputs like metrics.csv and equity.csv to create a strategy report?

Yes, you can use backtest outputs such as metrics.csv and equity.csv as inputs to generate a 1500–4000 word strategy report complete with performance tables, a clear rating, actionable recommendations, and a mandatory disclaimer.

Does financial report generation enforce specific quantitative and formatting rules?

Financial report generation enforces quantitative and formatting rules by requiring consistent numeric formats, forecast labeling (A/E), table standards, rating definitions, and a minimum of three risk warnings per report to maintain publication consistency.

What types of financial research documents can I produce for portfolio managers?

You can produce structured, publication-ready documents for portfolio managers including stock deep-dives, industry studies, strategy notes, backtest summaries, and flash market notes requiring structured summaries and actionable views.