---
id: staskh/trading_skills/report-stock
version: "4d0e1d06"
license: MIT
install: manual
updated: 2026-07-20
---

# report-stock — report-stock produces detailed stock analysis reports covering technical trends, fundamental valuations, Piotroski F-Score breakdowns, and option spread strategies. Output formats include both markdown and PDF, with support for single or multiple ticker symbols. The skill aggregates data from trend scanners, PMCC viability checks, and financial metrics to deliver actionable investment insights.

Publisher: staskh · Stars: 299 · Updated: 2026-07-20

Install (manual): `git clone https://github.com/staskh/trading_skills`

## SKILL.md

# Stock Analysis Report Generator

Generates professional reports with comprehensive stock analysis including trend analysis, PMCC viability, and fundamental metrics. Supports both PDF and markdown output formats.

## Instructions

### Step 1: Gather Data

Run the report script for each symbol:

```bash
uv run python scripts/report.py SYMBOL
```

The script returns detailed JSON with:
- `recommendation` - Overall recommendation with strengths/risks
- `company` - Company info (name, sector, industry, market cap)
- `trend_analysis` - Bullish scanner results (score, RSI, MACD, ADX, SMAs)
- `pmcc_analysis` - PMCC viability (score, LEAPS/short details, metrics)
- `fundamentals` - Valuation, profitability, dividend, balance sheet, earnings history
- `piotroski` - F-Score breakdown with all 9 criteria
- `spread_strategies` - Option spread analysis (vertical spreads, straddle, strangle, iron condor)

### Step 2: Generate Report

**Step 2a — Write markdown**

Read `templates/markdown-template.md` for formatting instructions. Generate a markdown report from the JSON data and save to `sandbox/` as:
```
sandbox/{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md
```

**Step 2b — Convert to PDF (if requested)**

Invoke the `markdown-to-pdf` skill on the markdown file just created:
```bash
uv run python .claude/skills/markdown-to-pdf/scripts/markdown_to_pdf.py sandbox/{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md
```
The PDF is written alongside the markdown file with the same basename.

### Step 3: Report Results

After generating the report, tell the user:
1. The recommendation (BUY/HOLD/AVOID)
2. Key strengths and risks
3. The report file path

## Example

```bash
# Single symbol
uv run python scripts/report.py AAPL

# Multiple symbols - run separately
uv run python scripts/report.py AAPL
uv run python scripts/report.py MSFT
```

## Report Contents

All sections defined in `templates/markdown-template.md`:

1. **Header** — symbol, company name, generated timestamp
2. **Recommendation** — BUY/HOLD/AVOID with strengths and risks
3. **Company Overview** — sector, industry, market cap, beta
4. **Trend Analysis** — bullish score, RSI, MACD, ADX, SMA distances, earnings date, signals list
5. **Fundamental Analysis** — valuation (P/E, P/B, EPS), profitability (margins, ROE, ROA, growth), dividend & balance sheet, earnings history (up to 8 quarters)
6. **Piotroski F-Score** — all 9 criteria with PASS/FAIL
7. **Insider Trading** — net sentiment, buy/sell counts, recent transactions (omitted if no data)
8. **PMCC Viability** — score, IV, LEAPS/short leg details, trade metrics (yield, capital required)
9. **Option Spread Strategies** — bull call, bear put, straddle, strangle, iron condor
10. **Investment Summary** — strengths and risk factors
11. **Disclaimer footer**

## Dependencies

This skill aggregates data from:
- `scanner-bullish` for trend analysis
- `scanner-pmcc` for PMCC viability
- `fundamentals` for financial data and Piotroski score


## Timezone

All timestamps and time-based calculations must use the `America/New_York` timezone. All JSON output must include `generated_at` (NY time string) and `data_delay` fields.

[View on SkillFed](https://skillfed.io/staskh/trading_skills/report-stock) · [View on GitHub](https://github.com/staskh/trading_skills)