html-report

Generate styled HTML reports using the Terminal Dashboard theme. Use when the user needs to create an HTML report, dashboard, data visualization, or styled output document. Triggers include requests to "generate a report", "create an HTML file", "make a dashboard", "visualize data", "export to HTML", or any task requiring formatted HTML output with the project's visual identity.

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Repository: joemccann/radon
Last source activity: March 21, 2026 at 19:34
Detected SKILL.md language: English
Stars: 28
Forks: 4

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name	html-report
description	Generate styled HTML reports using the Terminal Dashboard theme. Use when the user needs to create an HTML report, dashboard, data visualization, or styled output document. Triggers include requests to "generate a report", "create an HTML file", "make a dashboard", "visualize data", "export to HTML", or any task requiring formatted HTML output with the project's visual identity.

HTML Report Generation

Generate professional HTML reports using the Terminal Dashboard theme — a precision-focused, monochromatic, high-density design supporting both dark and light modes.

Quick Start

Read the template: .pi/skills/html-report/template.html
Replace placeholders:
- {{TITLE}} → Report title (appears in browser tab)
- {{BODY}} → Your report content HTML
Write to: reports/[report-name].html

# Example generation pattern
template = read("/.pi/skills/html-report/template.html")
html = template.replace("{{TITLE}}", "LEAP IV Scan | 2026-03-03")
html = html.replace("{{BODY}}", body_content)
write("reports/leap-iv-scan.html", html)

Template Features

The template (template.html) includes:

✅ Full CSS with dark/light mode support
✅ System preference detection (prefers-color-scheme)
✅ Theme toggle button (just add the button HTML in your body)
✅ Inter (UI/titles) + IBM Plex Mono (numeric/telemetry) fonts loaded
✅ All component styles pre-defined
✅ Print-friendly styles
✅ Responsive grid utilities

You only write the <body> content — no <head> needed!

Body Structure Template

<!-- HEADER (always include) -->
<header class="header">
  <div>
    <h1 class="title">Report Title</h1>
    <p class="subtitle">Optional subtitle or description</p>
  </div>
  <div class="header-actions">
    <span class="timestamp">Generated: 2026-03-03 11:30 PST</span>
    <button class="theme-toggle" onclick="toggleTheme()">◐ THEME</button>
  </div>
</header>

<!-- METRICS (optional) -->
<div class="metrics">
  <div class="metric">
    <div class="metric-label">Label</div>
    <div class="metric-value">Value</div>
    <div class="metric-change">Change note</div>
  </div>
  <!-- more metrics... -->
</div>

<!-- CONTENT PANELS -->
<div class="panel">
  <div class="panel-header">Section Title</div>
  <div class="panel-body">
    Content here
  </div>
</div>

<!-- OR TABLES -->
<div class="panel">
  <div class="panel-header">Data Table</div>
  <table>
    <thead>
      <tr>
        <th>Column</th>
        <th class="text-right">Number</th>
      </tr>
    </thead>
    <tbody>
      <tr>
        <td>Value</td>
        <td class="text-right">123.45</td>
      </tr>
    </tbody>
  </table>
</div>

<!-- FOOTER (optional) -->
<div class="footer">
  <p>Footer text · Additional info</p>
</div>

Available CSS Classes

Layout

Class	Usage
`.container`	Auto-applied, max-width 1400px
`.header`	Report header with flex layout
`.grid-2`	Two-column grid (2fr 1fr)
`.grid-3`	Three equal columns
`.grid-4`	Four equal columns
`.divider`	Horizontal rule with margin

Panels & Cards

Class	Usage
`.panel`	Container with border
`.panel-header`	Section title bar
`.panel-body`	Padded content area
`.panel-accent`	Highlighted border
`.card`	Standalone card
`.card-accent`	Highlighted card

Metrics

Class	Usage
`.metrics`	Auto-fit grid container
`.metric`	Single metric block
`.metric-label`	Small uppercase label
`.metric-value`	Large value display
`.metric-value.large`	32px value
`.metric-value.small`	18px value
`.metric-change`	Secondary info with top border

Tables

Class	Usage
`table`	Full-width, collapsed borders
`th`	Sticky header, uppercase
`tr:hover`	Row highlight on hover
`tr.highlight`	Permanently highlighted row

Text

Class	Usage
`.text-right`	Right align
`.text-center`	Center align
`.text-muted`	Meta / supporting text (`#475569` dark)
`.text-positive`	Green
`.text-negative`	Red
`.text-warning`	Orange
`.text-small`	11px
`.text-uppercase`	Uppercase + letter-spacing
`.text-mono`	IBM Plex Mono (numeric/telemetry)
`.text-sans`	Inter (UI/titles)

Pills / Badges

Class	Usage
`.pill`	Default bordered badge
`.pill-accent`	Inverted (white/black)
`.pill-positive`	Green background
`.pill-negative`	Red background
`.pill-warning`	Orange background

Status Indicators

<span class="status">
  <span class="status-dot"></span>
  LIVE
</span>

<!-- Variants -->
<span class="status-dot positive"></span>
<span class="status-dot negative"></span>
<span class="status-dot warning"></span>
<span class="status-dot static"></span>  <!-- No animation -->

Buttons

Class	Usage
`.btn`	Default button
`.btn-accent`	Inverted button
`.theme-toggle`	Theme switch button

Special Components

<!-- Callout box -->
<div class="callout">
  <div class="callout-title">Note</div>
  <p>Content here</p>
</div>
<div class="callout positive">...</div>
<div class="callout negative">...</div>
<div class="callout warning">...</div>

<!-- Section header -->
<div class="section-header">Section Name</div>

<!-- Progress bar -->
<div class="bar-container">
  <div class="bar-fill" style="width: 75%"></div>
</div>
<div class="bar-container">
  <div class="bar-fill positive" style="width: 60%"></div>
</div>

Color Tokens

Use CSS variables for theme compatibility:

Token	Dark	Light	Usage
`--bg-base`	`#0a0f14`	`#FFFFFF`	Page background
`--bg-panel`	`#0f1519`	`#FFFFFF`	Panel background
`--bg-hover`	`#151c22`	`#f1f5f9`	Hover state
`--border-dim`	`#1e293b`	`#BBBFBF`	Default borders
`--border-focus`	`#05AD98`	`#05AD98`	Active borders
`--text-primary`	`#e2e8f0`	`#000000`	Main text
`--text-secondary`	`#94a3b8`	`#636363`	Secondary text
`--text-muted`	`#475569`	`#878787`	Meta / supporting text
`--accent-bg`	`#05AD98`	`#05AD98`	Inverted bg
`--accent-text`	`#0a0f14`	`#FFFFFF`	Inverted text
`--positive`	`#05AD98`	`#048A7A`	Positive / green
`--negative`	`#E85D6C`	`#D4183D`	Negative / red
`--warning`	`#F5A623`	`#D4910A`	Caution / orange
`--signal-core`

Example: Minimal Report

{{BODY}} content:

<header class="header">
  <div>
    <h1 class="title">Daily Summary</h1>
  </div>
  <div class="header-actions">
    <span class="timestamp">2026-03-03</span>
    <button class="theme-toggle" onclick="toggleTheme()">◐ THEME</button>
  </div>
</header>

<div class="metrics">
  <div class="metric">
    <div class="metric-label">Positions</div>
    <div class="metric-value">12</div>
  </div>
  <div class="metric">
    <div class="metric-label">P&L</div>
    <div class="metric-value text-positive">+$4,500</div>
  </div>
</div>

<div class="panel">
  <div class="panel-header">Open Positions</div>
  <table>
    <thead>
      <tr>
        <th>Ticker</th>
        <th class="text-right">Value</th>
        <th>Status</th>
      </tr>
    </thead>
    <tbody>
      <tr>
        <td>AAPL</td>
        <td class="text-right">$15,000</td>
        <td><span class="pill pill-positive">PROFIT</span></td>
      </tr>
    </tbody>
  </table>
</div>

File Naming Convention

reports/
├── portfolio-2026-03-03.html
├── leap-iv-scan-2026-03-03.html
├── flow-scan-AAPL.html
├── trade-journal-2026-03.html
└── pnl-EWY-2026-03-03.html

Portfolio Report Template ⭐

For the portfolio command, ALWAYS use the dedicated portfolio template.

Template: .pi/skills/html-report/portfolio-template.html Script: scripts/portfolio_report.py Output: reports/portfolio-{date}.html

When to Use

portfolio command (auto-generates and opens in browser)
Any request for portfolio status, P&L overview, position review
Startup portfolio health check

How It Works

The script (portfolio_report.py) is self-contained:

Connects to IB → fetches all positions + live prices
Groups legs into logical structures (spreads, risk reversals, etc.)
Fetches 5-day dark pool flow for every ticker including today (parallel, 8 workers)
Loads trade log for thesis comparisons
Fills the template placeholders → writes HTML → opens browser

You do NOT need to fetch data separately. Just run:

python3.13 scripts/portfolio_report.py

8 Required Sections

Every portfolio report MUST include these sections (in order):

#	Section	Template Placeholder	Data Source
1	Header	`{{STATUS_CLASS}}`, `{{STATUS_TEXT}}`, `{{TIMESTAMP}}`	Computed from attention counts
2	Data Freshness Banner	`{{FRESHNESS_CLASS}}`, `{{FRESHNESS_TEXT}}`	Market hours check
3	Summary Metrics (6 cards)	`{{METRICS_HTML}}`	IB account values
4	Quick-Stat Badges	`{{QUICK_STATS_HTML}}`	Position analysis
5	Attention Callouts	`{{ATTENTION_HTML}}`	Expiring, stops, winners, undefined risk
6	Thesis Check	`{{THESIS_SECTION_HTML}}`	Trade log + dark pool flow
7	All Positions Table	`{{POSITION_ROWS_HTML}}`	IB positions + live prices
8	Dark Pool Flow	`{{FLOW_ROWS_HTML}}`	UW dark pool API
—	Footer	`{{FOOTER_SUMMARY}}`	Computed summary

⚠️ Today-Highlighting (MANDATORY for Sections 6, 7, 8)

Any section that displays time-series flow data MUST visually highlight today's data point:

Sparkline bars use the .spark-bar.today CSS class:

Adds a white outline ring around today's bar
The today → label appears below the sparkline
Bars are colored: green (accumulation ≥70%), red (distribution ≤30%), grey (neutral)

Today column in the flow table shows the LIVE tag:

<span class="flow-dir accumulation">72%</span><span class="today-tag">LIVE</span>

Data freshness banner at the top of the report shows market status:

Market OPEN: green pulsing dot + "All prices and flow data include today (YYYY-MM-DD)"
Market CLOSED: amber static dot + "Using closing prices from last session"

Why this matters: A scan from yesterday may show ACCUMULATION but today's flow could be DISTRIBUTION. The today-highlight forces the reader to check whether the current day confirms or breaks the pattern.

Template Variables

Variable	Description	Example
`{{DATE}}`	Report date	2026-03-06
`{{TIMESTAMP}}`	Full timestamp	2026-03-06 09:20 PST
`{{STATUS_CLASS}}`	Header dot color	`positive` / `negative` / `warning`
`{{STATUS_TEXT}}`	Header status	`3 ACTIONS NEEDED` / `ALL POSITIONS ACTIVE`
`{{FRESHNESS_CLASS}}`	Banner class	`` (live) or `stale` (closed)
`{{FRESHNESS_TEXT}}`	Banner content	`📊 ... Market OPEN ... include today`
`{{METRICS_HTML}}`	6 metric cards	Net Liq, P&L, Deployed, Margin, Positions, Kelly
`{{QUICK_STATS_HTML}}`	3 badge panels	Expiring, At Stop, Winners
`{{ATTENTION_HTML}}`	Callout blocks	🔴 Expiring, 🟡 Stop, 🟢 Winners, ⛔ Undefined
`{{THESIS_SECTION_HTML}}`	Full thesis table	Entry flow vs current flow with sparklines
`{{POSITION_ROWS_HTML}}`	`<tr>` rows	All positions sorted by DTE
`{{FLOW_ROWS_HTML}}`	`<tr>` rows	All tickers with sparkline + today cell
`{{FOOTER_SUMMARY}}`	Summary line	`27 positions · $1.2M net liq · 134% deployed`

Portfolio-Specific CSS Components

These are defined in the template (not in the base template.html):

Component	CSS Class	Purpose
Freshness banner	`.freshness-banner`	Data recency indicator at top
Sparkline	`.spark` + `.spark-bar`	Mini bar chart for daily flow
Today highlight	`.spark-bar.today`	White outline ring on today's bar
Today label	`.spark-today-label`	"today →" text under sparkline
Flow direction	`.flow-dir.accumulation/.distribution/.neutral`	Colored direction text
Today tag	`.today-tag`	Black/white "LIVE" inline badge
Progress bar	`.progress-container` + `.progress-fill`	For free-trade % (extensible)
Count badge	`.count-badge` + `.alert/.success`	Quick-stat numbers

Room for Innovation

The 8 sections above are the required minimum. You can add additional sections between Section 7 (Flow) and Section 8 (Footer) for ad-hoc analysis. Ideas:

Free Trade Progress — Progress bars for multi-leg positions approaching free status
Sector Heatmap — Group positions by sector, show aggregate flow
Expiry Calendar — Visual timeline of upcoming expirations
Kelly Capacity — Detailed breakdown of capital allocation vs. Kelly optimal
Flow Divergence Alerts — Positions where flow reversed since entry
Correlation Matrix — Which positions move together

Add these by inserting HTML before the {{FOOTER_SUMMARY}} replacement, or by adding new placeholder variables to the template.

Reference Implementation

See: reports/portfolio-2026-03-06.html

P&L Report Template

For any trade P&L or reconciliation report, use the dedicated P&L template.

Template: .pi/skills/html-report/pnl-template.html

When to Use

Trade closed → generate P&L report
P&L reconciliation requested
Historical trade analysis
Spread P&L breakdown

P&L Template Features

Everything in the base template PLUS:

Timeline component for trade history
Subtotal/total row styles for tables
Panel accent variants (positive/negative border)
Optimized metric sizing (28px default, fits 6-digit amounts)

Required Sections

Every P&L report MUST include:

1. Header with Status Pill

<header class="header">
  <div>
    <h1 class="title">{{TICKER}} {{STRATEGY}} — P&L Reconciliation</h1>
    <p class="subtitle">{{DESCRIPTION}} · {{EXPIRY}}</p>
  </div>
  <div class="header-actions">
    <span class="pill pill-positive">CLOSED</span>  <!-- or pill-negative for loss -->
    <button class="theme-toggle" onclick="toggleTheme()">◐ THEME</button>
  </div>
</header>

2. Summary Metrics (4 required)

<div class="metrics">
  <div class="metric">
    <div class="metric-label">Realized P&L</div>
    <div class="metric-value text-positive">+$17,651</div>  <!-- or text-negative -->
    <div class="metric-change">Net of all commissions</div>
  </div>
  <div class="metric">
    <div class="metric-label">Total Commissions</div>
    <div class="metric-value">$168.60</div>
    <div class="metric-change">{{NUM_ROUNDTRIPS}} round-trips</div>
  </div>
  <div class="metric">
    <div class="metric-label">Hold Period</div>
    <div class="metric-value">{{DAYS}} days</div>
    <div class="metric-change">{{OPEN_DATE}} → {{CLOSE_DATE}}</div>
  </div>
  <div class="metric">
    <div class="metric-label">Return on Risk</div>
    <div class="metric-value text-positive">+106.8%</div>  <!-- P&L / Capital at Risk -->
    <div class="metric-change">On ${{CAPITAL_AT_RISK}} {{DEBIT_OR_CREDIT}}</div>
  </div>
</div>

3. Trade Summary Callout

<div class="callout positive">  <!-- or "callout negative" for losses -->
  <div class="callout-title">Trade Summary</div>
  <p><strong>Strategy:</strong> {{STRATEGY_DESCRIPTION}}</p>
  <p><strong>Thesis:</strong> {{THESIS}}</p>
  <p><strong>Outcome:</strong> {{OUTCOME_DESCRIPTION}}</p>
</div>

4. Execution Table (per leg for spreads)

<div class="panel">
  <div class="panel-header">{{LEG_DESCRIPTION}}</div>
  <table>
    <thead>
      <tr>
        <th>Date</th>
        <th>Action</th>
        <th class="text-right">Qty</th>
        <th class="text-right">Price</th>
        <th class="text-right">Cash Flow</th>
      </tr>
    </thead>
    <tbody>
      <tr>
        <td>{{DATE}}</td>
        <td><span class="text-positive">● BUY TO OPEN</span></td>
        <td class="text-right">{{QTY}}</td>
        <td class="text-right">${{PRICE}}</td>
        <td class="text-right text-negative">-${{AMOUNT}}</td>
      </tr>
      <!-- More rows... -->
      <tr class="subtotal">
        <td colspan="3"><strong>{{LEG}} Subtotal</strong></td>
        <td class="text-right"><strong>CLOSED</strong></td>
        <td class="text-right text-positive"><strong>+${{LEG_PNL}}</strong></td>
      </tr>
    </tbody>
  </table>
</div>

5. Combined P&L Panel (for spreads)

<div class="panel panel-accent">  <!-- or panel-accent negative -->
  <div class="panel-header">Combined Spread P&L</div>
  <table>
    <tbody>
      <tr>
        <td>{{LEG_1}} P&L</td>
        <td class="text-right text-positive">+${{LEG_1_PNL}}</td>
      </tr>
      <tr>
        <td>{{LEG_2}} P&L</td>
        <td class="text-right text-negative">-${{LEG_2_PNL}}</td>
      </tr>
      <tr>
        <td>Total Commissions</td>
        <td class="text-right text-muted">(${{TOTAL_COMM}})</td>
      </tr>
      <tr class="total">
        <td><strong>NET REALIZED P&L</strong></td>
        <td class="text-right text-positive"><strong>+${{NET_PNL}}</strong></td>
      </tr>
    </tbody>
  </table>
</div>

6. Trade Timeline

<div class="panel">
  <div class="panel-header">Trade Timeline</div>
  <div class="panel-body">
    <div class="timeline">
      <div class="timeline-item buy">
        <div class="timeline-date">{{OPEN_DATE_FORMATTED}}</div>
        <div class="timeline-action">OPENED {{STRATEGY}}</div>
        <div class="timeline-detail">
          {{OPEN_DETAILS}}<br>
          <strong>Net {{DEBIT_OR_CREDIT}}: ${{OPEN_AMOUNT}}</strong>
        </div>
      </div>
      <div class="timeline-item sell">
        <div class="timeline-date">{{CLOSE_DATE_FORMATTED}}</div>
        <div class="timeline-action">CLOSED {{STRATEGY}}</div>
        <div class="timeline-detail">
          {{CLOSE_DETAILS}}<br>
          <strong>Net {{CREDIT_OR_DEBIT}}: ${{CLOSE_AMOUNT}}</strong>
        </div>
      </div>
    </div>
  </div>
</div>

7. Footer

<div class="footer">
  <p>Generated by Trade Blotter · Data from IB Flex Query + Real-time API · {{DATE}}</p>
</div>

Return on Risk Calculation

Always calculate Return on Risk as:

Return on Risk = Realized P&L / Capital at Risk

Where Capital at Risk =
  - For DEBIT spreads: Net debit paid to open
  - For CREDIT spreads: Max loss (spread width - credit received)
  - For long options: Premium paid
  - For stock: Total cost basis

Example P&L Report Reference

See: reports/ewy-pnl-reconciliation-2026-03-03.html

Trade Specification Template ⭐ PRIMARY

For ANY trade recommendation, ALWAYS use this template.

Template: .pi/skills/html-report/trade-specification-template.html

When to Use

ALWAYS when recommending a trade after evaluation
ALWAYS when presenting a trade for execution confirmation
Ticker evaluation results (whether TRADE or NO_TRADE)
Full milestone-based evaluation output

Template Structure

The trade specification template includes ALL sections needed for a complete evaluation:

Header — Ticker, company, price, gate status
Summary Metrics — 6 key metrics (signal score, buy ratio, flow strength, convexity, position size, max gain)
Milestone Summary — All 7 milestones with pass/fail status
Dark Pool Flow Section — Daily breakdown + aggregate analysis
Options Flow Section — Chain bias, institutional flow, combined signal
Context Section — Seasonality + analyst ratings
Structure & Kelly — Position structure and Kelly sizing
Trade Specification — Exact order details ready for execution
Thesis & Risk Factors — Callouts with reasoning
Four Gates Summary — Final gate check table

Template Variables

Replace these placeholders with actual values:

Variable	Description	Example
`{{TICKER}}`	Stock symbol	GOOG
`{{COMPANY_NAME}}`	Full company name	Alphabet Inc. (Class C)
`{{SECTOR}}`	Industry sector	Communication Services
`{{CURRENT_PRICE}}`	Current stock price	302.38
`{{DATE}}`	Evaluation date	2026-03-04
`{{TIMESTAMP}}`	Full timestamp	2026-03-04 06:43 PST
`{{STATUS_TEXT}}`	Gate status	ALL GATES PASSED
`{{STATUS_CLASS}}`	CSS class	positive / negative / warning
`{{SIGNAL_SCORE}}`	Combined signal score	129.7
`{{BUY_RATIO}}`	Dark pool buy ratio %	94.87
`{{FLOW_STRENGTH}}`	Flow strength 0-100	89.7
`{{RR_RATIO}}`	Risk:reward ratio	3.0
`{{POSITION_SIZE}}`	Total position cost	27,544
`{{POSITION_PCT}}`	% of bankroll	2.46
`{{MAX_GAIN}}`	Maximum profit	82,456
`{{NUM_CONTRACTS}}`	Number of contracts	44
`{{DTE}}`	Days to expiration	43
`{{NET_DEBIT}}`	Net debit per spread	6.26
`{{THESIS}}`	Trade thesis	Extraordinary institutional...

Milestone Variables

For each milestone (M1, M1B, M1C, M1D, M2, M3, M3B, M4, M5, M6):

Variable Pattern	Values
`{{MX_CLASS}}`	`complete` or `failed` or empty
`{{MX_DESCRIPTION}}`	Description text
`{{MX_GATE_CLASS}}`	`gate-pass` or `gate-fail`
`{{MX_RESULT}}`	`✓ PASS` or `✗ FAIL` or result text

Gate Summary Variables

Variable	Description
`{{GATE1_ACTUAL}}`	e.g., "3.0:1"
`{{GATE1_PILL}}`	`pill-positive` or `pill-negative`
`{{GATE1_STATUS}}`	`PASS` or `FAIL`
`{{GATE2_ACTUAL}}`	e.g., "89.7, 5 days"
`{{GATE3_ACTUAL}}`	e.g., "2.46%"

NO_TRADE Reports

When evaluation fails a gate, still generate the report but:

Set {{STATUS_TEXT}} to failing gate (e.g., "EDGE FAILED")
Set {{STATUS_CLASS}} to negative
Mark failed milestone with failed class
Omit Structure & Kelly sections (not reached)
Omit Trade Specification section
Include callout explaining why trade was rejected

Output Location

reports/{ticker}-evaluation-{date}.html

Examples:
  reports/goog-evaluation-2026-03-04.html
  reports/amd-evaluation-2026-03-04.html

Reference Implementation

See: reports/goog-evaluation-2026-03-04.html

Risk Reversal Report Template ⭐

For the risk-reversal command, ALWAYS use the dedicated risk reversal template.

Template: .pi/skills/html-report/risk-reversal-template.html Script: scripts/risk_reversal.py Output: reports/{ticker}-risk-reversal-{date}.html

When to Use

risk-reversal [TICKER] command (auto-generates and opens in browser)
Any request involving selling puts + buying calls (or inverse) as a directional bet
IV skew analysis for a specific ticker's options chain

How It Works

The script (risk_reversal.py) is self-contained:

Fetches dark pool flow and options flow for context (via subprocess to fetch_flow.py / fetch_options.py)
Connects to IB → fetches spot price, option chains, live greeks (25-50Δ puts and calls)
Builds the full risk reversal matrix across 2-5 expirations (14-60 DTE)
Computes IV skew per delta bucket per expiry
Selects 3 recommendations: Primary (costless), Alternative (different expiry), Aggressive (credit)
Fills the template → writes HTML → opens browser

You do NOT need to fetch data separately. Just run:

python3.13 scripts/risk_reversal.py IWM

8 Required Sections

Every risk reversal report MUST include these sections (in order):

#	Section	Template Placeholder	Data Source
1	Header	`{{TICKER}}`, `{{DIRECTION}}`, `{{TIMESTAMP}}`	Script args + clock
2	Summary Metrics (6 cards)	`{{METRICS_HTML}}`	Spot, skew, DP, options flow, bankroll, net cost
3	Thesis Callout	`{{THESIS_HTML}}`	DP flow + skew rationale
4	Dark Pool Flow	`{{FLOW_HTML}}`	UW dark pool API (today-highlighted)
5	IV Skew Analysis	`{{SKEW_HTML}}`	IB greeks — put IV vs call IV per delta
6	Recommended Trades (3)	`{{PRIMARY_HTML}}`, `{{ALTERNATIVE_HTML}}`, `{{AGGRESSIVE_HTML}}`	Matrix analysis
7	Full Combos Matrix	`{{MATRIX_HTML}}`	All near-costless combos per expiry
8	Risk & Compliance + Execution	`{{RISK_HTML}}`, `{{EXECUTION_HTML}}`	Sizing + commands

Template Variables

Variable	Description	Example
`{{TICKER}}`	Stock/ETF symbol	IWM
`{{COMPANY_NAME}}`	Name or symbol	iShares Russell 2000 ETF
`{{DATE}}`	Report date	2026-03-06
`{{TIMESTAMP}}`	Full timestamp	2026-03-06 10:32 AM PT
`{{DIRECTION}}`	BULLISH or BEARISH	BULLISH
`{{DIRECTION_LABEL}}`	Bullish or Bearish	Bullish
`{{DIRECTION_DETAIL}}`	Leg description	Sell Put / Buy Call
`{{STATUS_CLASS}}`	CSS class for status dot	positive
`{{METRICS_HTML}}`	6 metric card divs	Spot, Skew, DP, P/C, Bankroll, Net
`{{THESIS_HTML}}`	Callout with thesis	Dark pool + skew reasoning
`{{FLOW_HTML}}`	Flow panel with table	Daily DP breakdown + sparklines
`{{SKEW_HTML}}`	Skew panel with tables	Put vs Call IV per delta per expiry
`{{PRIMARY_HTML}}`	Primary trade panel	Costless, balanced Δ, longer DTE
`{{ALTERNATIVE_HTML}}`	Alt trade panel	Different expiry
`{{AGGRESSIVE_HTML}}`	Aggressive trade panel	Credit-generating
`{{MATRIX_HTML}}`	Full combos table panel	All near-costless combos
`{{RISK_HTML}}`	Risk + compliance panels	Grid-2 with risk table + warning
`{{EXECUTION_HTML}}`	Execution commands panel	Copy-paste ib_execute.py commands

⚠️ Manager Override Badge (MANDATORY)

Every risk reversal report MUST include the MANAGER OVERRIDE warning pill in the header:

<span class="pill pill-warning">MANAGER OVERRIDE</span>

And the compliance panel MUST include the undefined risk callout explaining this is an explicit override.

Reference Implementation

See: reports/iwm-risk-reversal-2026-03-06.html

CRI Report Template

For the cri-scan command, ALWAYS use the dedicated CRI template.

Template: .pi/skills/html-report/cri-template.html Script: scripts/cri_scan.py Output: reports/cri-scan-{date}.html

When to Use

cri-scan command (auto-generates and opens in browser)
Any request for crash risk assessment, CTA deleveraging analysis, systematic risk monitoring
Market-wide stress analysis

How It Works

The script (cri_scan.py) is self-contained:

Fetches 1Y daily bars for VIX, VVIX, SPY, and Cboe COR1M implied correlation (IB primary, official Cboe COR1M dashboard history fallback before Yahoo last resort)
Reads the latest COR1M level and 5-session change as the CRI correlation input
Computes 20-day realized volatility, 100-day SPX moving average
Scores four CRI components (VIX, VVIX, Correlation, Momentum) — each 0-25, total 0-100
Models CTA exposure (vol-targeting) and estimates forced selling pressure
Evaluates crash trigger conditions (SPX < 100d MA + RVol > 25% + COR1M > 60)
Fills the template → writes HTML → opens browser

You do NOT need to fetch data separately. Just run:

python3.13 scripts/cri_scan.py

7 Required Sections

Every CRI report MUST include these sections (in order):

#	Section	Description
1	Header	Title, date, market status, CRI level pill
2	CRI Score Display	Large score number with progress bar and level labels
3	Metric Cards (6)	VIX, VVIX, COR1M Implied Correlation, SPY vs 100d MA, Realized Vol, Crash Trigger status
4	Component Breakdown	Bar chart showing each component's contribution (VIX, VVIX, Correlation, Momentum) out of 25
5	CTA Exposure Model	Realized vol, implied exposure, forced reduction %, estimated selling pressure
6	Crash Trigger Conditions	Pass/fail table for all 3 conditions with actual values
7	Rolling 10-Day History	Daily VIX, VVIX, SPY, vs MA%, VIX RoC

Template Variables

Variable	Description	Example
`{{TITLE}}`	Report title	CRI Scan — 2026-03-06
`{{BODY}}`	Full report body HTML	(generated by script)

CRI-Specific CSS Components

These are defined in the CRI template (not in the base template.html):

Component	CSS Class	Purpose
Score display	`.cri-score-display`	Centered large score with level
Score number	`.cri-score-number`	72px score value
Score bar	`.cri-bar` + `.cri-bar-fill`	Full-width score progress bar
Bar labels	`.cri-bar-labels`	LOW / ELEVATED / HIGH / CRITICAL labels
Component row	`.component-row`	Flex row for component bars
Component bar	`.component-bar` + `.component-bar-fill`	Individual component progress
Gauge	`.gauge-container` + `.gauge-fill`	CTA exposure gauge

Signal Level Colors

Level	Score	Pill Class	Bar Color
LOW	0-24	`pill-positive`	`var(--positive)`
ELEVATED	25-49	`pill-warning`	`var(--warning)`
HIGH	50-74	`pill-warning`	`var(--warning)`
CRITICAL	75-100	`pill-negative`	`var(--negative)`

Reference Implementation

See: reports/cri-scan-2026-03-06.html

Stress Test Report Template ⭐

For the stress-test command, ALWAYS use the dedicated stress test template.

Template: .pi/skills/html-report/stress-test-template.html Analysis Engine: scripts/scenario_analysis.py Report Generator: scripts/scenario_report.py (reference implementation) Output: reports/stress-test-{date}.html

When to Use

stress-test command (interactive — prompts user for scenario, then generates)
Any request for portfolio stress testing, scenario analysis, "what if" modeling
Market crash simulations, sector shock analysis

How It Works

Two-phase interaction:

Agent asks: "What is the change in the overall market?"
User describes scenario (e.g., "Oil up 25%, VIX at 40, SPX down 3%")
Agent parses scenario → updates scenario_analysis.py parameters → runs model → generates HTML

The model (scenario_analysis.py) computes:

Per-ticker stock moves via: β_SPX × ΔSPX + OilSens × ΔOil + VIX_crash_beta
Options repricing via Black-Scholes with IV expansion proportional to VIX change
Three scenarios: Bear (amplified), Base (as described), Bull (dampened)

10 Required Sections

Every stress test report MUST include:

#	Section	Description
1	Header	Title, scenario description, timestamp
2	Scenario Assumptions	Callout with bear/base/bull definitions + model description
3	Summary Metrics (6)	Net Liq, Bear P&L, Base P&L, Bull P&L, VIX shock, Position count
4	Winners/Losers	Side-by-side callouts: 5 biggest losers + 5 biggest winners
5	Natural Hedges	Analysis of which positions offset losses
6	Full Position Matrix	Table with expandable ▶ detail rows per position
7	Factor Attribution	3-column grid: Bear/Base/Bull breakdown by SPX/Oil/VIX/Vega
8	P&L Waterfall	Visual bar chart sorted by impact
9	Key Takeaways	Numbered action items
10	Methodology	Model description, limitations

Expandable Detail Rows (▶ Chevron)

This is the key differentiator. Every position row has a ▶ chevron that expands to show:

<tr class="detail-row" id="detail-{N}" style="display:none;">
  <td colspan="16">
    <div style="padding:20px 24px; background:var(--bg-hover);">
      <!-- 4-panel grid -->
      <div style="display:grid; grid-template-columns: 1fr 1fr; gap:16px;">
        <div>🛢️ Oil Impact (sensitivity coefficient)</div>
        <div>📉 S&P 500 Beta (beta × SPX move)</div>
        <div>📊 VIX Stress (crash-beta multiplier)</div>
        <div>📋 Position Structure & P&L (options mechanics)</div>
      </div>
      <!-- Net Assessment bar -->
      <div>Net Assessment: [BENEFITS/HURT/NEUTRAL] + explanation</div>
      <!-- Price scenarios -->
      <div>Bear/Base/Bull prices + current + IV data if options</div>
    </div>
  </td>
</tr>

The narrative MUST explain:

WHY oil/commodity prices help or hurt this specific name
HOW SPX beta translates to this ticker's expected move
WHAT VIX stress multiplier does (crash-beta, momentum unwind, safe haven)
HOW the options structure converts the stock move to P&L (vega vs delta, spread caps, assignment risk)

Modeling Rules (HARD CONSTRAINTS)

Rule	Why
Single per-ticker IV	Never estimate IV per-leg (causes impossible spread states)
Spread P&L clamped	Debit spread: `[-debit, +max_width]`. Credit spread: `[-max_width, +credit]`
Long option P&L floored	Can't lose more than premium paid
LEAP IV dampening	>180 DTE: 50% of VIX expansion. 60-180: 75%. <60: 100%
VIX crash-beta threshold	Only activates when scenario VIX > 30
Oil sensitivity is additive	Added on top of beta, not multiplicative

Template Variables

Variable	Description
`{{TITLE}}`	Report title with scenario summary
`{{BODY}}`	Full report body (all 10 sections)

Reference Implementation

See: reports/scenario-stress-test-2026-03-08.html See: scripts/scenario_report.py (full report generation with narratives)

Generation Checklist

General Reports

Read template from .pi/skills/html-report/template.html
Replace {{TITLE}} with report title
Create body HTML with header (include theme toggle!)
Replace {{BODY}} with your content
Save to reports/ with descriptive filename
Open in browser to verify

P&L Reports

Read template from .pi/skills/html-report/pnl-template.html
Replace {{TITLE}} with "{TICKER} P&L | {DATE}"
Build body with ALL 7 required sections (see above)
Calculate Return on Risk correctly (P&L / Capital at Risk)
Use text-positive for profits, text-negative for losses
Save to reports/pnl-{TICKER}-{DATE}.html
Open in browser to verify formatting fits

html-report

Source facts

Install options

Review the source files

More from this repository

More from this repository

HTML Report Generation

Quick Start

Template Features

Body Structure Template

Available CSS Classes

Layout

Panels & Cards

Metrics

Tables

Text

Pills / Badges

Status Indicators

Buttons

Special Components

Color Tokens

Example: Minimal Report

File Naming Convention

Portfolio Report Template ⭐

When to Use

How It Works

8 Required Sections

⚠️ Today-Highlighting (MANDATORY for Sections 6, 7, 8)

Template Variables

Portfolio-Specific CSS Components

Room for Innovation

Reference Implementation

P&L Report Template

When to Use

P&L Template Features

Required Sections

1. Header with Status Pill

2. Summary Metrics (4 required)

3. Trade Summary Callout

4. Execution Table (per leg for spreads)

5. Combined P&L Panel (for spreads)

6. Trade Timeline

7. Footer

Return on Risk Calculation

Example P&L Report Reference

Trade Specification Template ⭐ PRIMARY

When to Use

Template Structure

Template Variables

Milestone Variables

Gate Summary Variables

NO_TRADE Reports

Output Location

Reference Implementation

Risk Reversal Report Template ⭐

When to Use

How It Works

8 Required Sections

Template Variables

⚠️ Manager Override Badge (MANDATORY)

Reference Implementation

CRI Report Template

When to Use

How It Works

7 Required Sections

Template Variables

CRI-Specific CSS Components

Signal Level Colors

Reference Implementation

Stress Test Report Template ⭐

When to Use

How It Works

10 Required Sections

Expandable Detail Rows (▶ Chevron)

Modeling Rules (HARD CONSTRAINTS)

Template Variables

Reference Implementation

Generation Checklist

General Reports

P&L Reports