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:
Markdown Report ({SYMBOL}analysis_report.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
JSON Data ({SYMBOL}analysis_report_data.json)
Structured data for programmatic access All metrics and analysis results
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