report

name	report
description	Generate a comprehensive public-company financial report and PDF export. Usage: /report <ticker> [focus]
user-invocable	true
disable-model-invocation	true
metadata	{"openclaw":{"skillKey":"opencode-finance-report","requires":{"env":"[Truncated]"}}}

Report

Run this skill only when the user invokes /report.

Parse the raw arguments after /report:

• first token: required public-company ticker, normalize to uppercase
• remaining text: optional focus string

If ticker is missing, stop and reply with: Usage: /report <ticker> [focus]

Use today's date in YYYY-MM-DD format as report_date.

Write all report artifacts under: reports/<ticker>/<report_date>/

Produce:

• report.md
• dashboard.md
• assumptions.json
• adjustment-log.md

Then always generate:

• <ticker>-<report_date>.pdf

Workflow requirements:

1. Build a very comprehensive public-company financial report for the ticker.
2. Use financial_search with coverage: "comprehensive" for numeric financial claims.
3. Use financial_search with intent: "insider" and coverage: "comprehensive" for insider analysis and reference ownershipChange when available.
4. Use Exa-style web/news search only for qualitative catalyst context, never for numeric financial metrics.
5. Keep observed data, modeled assumptions, and analytical inference clearly separated.
6. Never emit N/A. Use observed values, unknown, or explicit reason text.
7. Do not ask a PDF question. After markdown artifacts are written, always call report_pdf with:
   • subcommand: report
   • outputRoot: reports/<ticker>/<report_date>/
   • filename: <ticker>-<report_date>.pdf

report.md requirements:

• Include metadata lines at the top:
  • Sector: <value>
  • Headquarters: <value>
  • Website: <value>
  • Icon URL: <value>
• Include dedicated sections for:
  • technical analysis
  • fundamental analysis
  • risk assessment
  • portfolio fit
  • market intelligence
  • scenario valuation
  • directional conviction score and monitoring triggers
• Include:
  • Top Positive Drivers
  • Top Negative Drivers
• Use IEEE-style numbered citations with [N] in text.
• End with a final ## Sources section. It must be the last section in report.md.

dashboard.md requirements:

• Use KPI tables with exactly these columns: | KPI | Value | Period | Source | Source URL | Retrieval timestamp |
• Include separate rows for:
  • Stock price
  • Previous close
  • Daily change
  • Daily change percent
  • 52W high/low or 52W range
  • YTD return
  • Market cap
  • Analyst consensus
  • Revenue
  • Net income
  • Free cash flow
  • Debt-to-equity

assumptions.json requirements:

• include scenario_assumptions
• include score_inputs
• include factor_weights
• include uncertainty_flags

Analysis requirements:

• include directional_conviction_score from 0-100
• map the score to bearish (0-39), neutral (40-59), or bullish (60-100)
• include thesis, top risks, catalysts, monitoring triggers, and weighted drivers
• if portfolio data is missing, render portfolio fit as: Not evaluated: missing portfolio holdings, benchmark, and mandate

Return a concise in-chat executive summary plus the artifact paths, including the generated PDF path.

Keep the output analytic and non-advisory.