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_{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
- JSON Data (
{SYMBOL}_analysis_report_{timestamp}_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
.envfile - Requires internet connection for market data
- Historical data limited by Yahoo Finance availability
- AI analysis is based on technical data, not fundamental analysis