Generate professional investment reports for stocks and ETFs. Use when user requests market analysis, investment reports, stock analysis, or trading recommendations for financial instruments (SPY, AAPL, TSLA, etc.). Creates institutional-grade reports with technical indicators, AI-powered insights,

Trading Analysis & Investment Report Generator This skill generates comprehensive investment reports combining real time market data, technical analysis, Claude AI insights, and professional visualizations. What This Skill Does Downloads real time market data from Yahoo Finance Calculates 10+ technical indicators (RSI, MACD, Moving Averages, Bollinger Bands, etc.) Analyzes market conditions using Claude AI Generates 4 types of professional charts (price, indicators, volatility, dashboard) Creates institutional grade investment reports in Markdown format Exports structured data in JSON format When to Use This Skill Use this skill when the user requests: Investment reports or analysis for specific stocks/ETFs Market analysis with technical indicators Trading recommendations based on current market conditions Professional reports for clients or portfolio review Comparative analysis across multiple symbols Input Requirements Required: symbol : Stock ticker (e.g., SPY, AAPL, TSLA, QQQ) Optional: client name : Name of the client/investor (default: "Institutional Investors") report title : Custom report title (auto generated if not provided) period : Historical data period (default: "6mo") Output Files The skill generates the following files in the reports/ directory: 1. Markdown Report ( {SYMBOL} analysis report {timestamp}.md ) Executive summary with sentiment and recommendation Market overview with price tables Technical analysis with indicators AI powered market intelligence Investment recommendations with entry/exit criteria Risk assessment Chart references 2. JSON Data ( {SYMBOL} analysis report {timestamp} data.json ) Structured data for programmatic access All metrics and analysis results 3. Charts (PNG format, 300 DPI): {SYMBOL} price chart.png : Price with moving averages {SYMBOL} indicators chart.png : RSI and MACD {SYMBOL} volatility chart.png : Historical volatility {SYMBOL} summary dashboard.png : Performance dashboard Example Usage Simple request: "Generate an investment report for SPY" Detailed request: "Create a market analysis report for AAPL for Acme Capital with the title 'Q4 2025 AAPL Investment Strategy'" Multiple symbols: "Generate investment reports for SPY, QQQ, and DIA" Report Quality Format : Institutional grade, suitable for client presentations Data Accuracy : Real time market data with verified calculations Visual Quality : High resolution charts (300 DPI, print ready) AI Analysis : Claude powered market sentiment and risk assessment Completeness : Executive summary, technical analysis, recommendations, disclaimers Technical Details Data Source : Yahoo Finance API AI Model : Claude 3.7 Sonnet (configurable) Chart Resolution : 300 DPI (print quality) Report Format : GitHub flavored Markdown Processing Time : ~15 30 seconds per symbol Safety & Disclaimers All reports automatically include: Investment disclaimer Risk warnings Clarification that this is informational, not financial advice Recommendation to consult qualified financial advisors Notes Requires valid Anthropic API key in .env file Requires internet connection for market data Historical data limited by Yahoo Finance availability AI analysis is based on technical data, not fundamental analysis

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