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