finance-report-analyzer

name

finance-report-analyzer

description

Analyze financial data from uploaded Excel/PDF files and generate interactive reports with sparkline trend charts. Supports output to PDF, DOCX, Markdown, and HTML. Use when: (1) User uploads Excel/CSV/PDF with financial data, (2) User asks for financial analysis or company report, (3) User wants visual reports from financial statements, (4) User mentions stock ticker + financial analysis, (5) User shares a Feishu sheet/doc link with financial data.

Finance Report Analyzer

Generate financial analysis reports from uploaded Excel/PDF files with inline SVG sparkline trend charts and multi-format output.

Quick Start

python3 scripts/generate_report.py input.xlsx -o pdf --company "公司名" --ticker "000001.SZ"

Output Formats

-o flag controls output. HTML is always generated as the base; other formats convert from HTML.

Flag	Output	Requires
-o html	HTML only	(built-in)
-o pdf	HTML + PDF (default)	wkhtmltopdf or chromium
-o doc	HTML + DOCX	pandoc
-o md	HTML + Markdown	pandoc or markdownify

Workflow

Step 1: Acquire Data File

Try in order:

1. Feishu chat file attachment — Download via API:

   # Get token
   TOKEN=$(curl -s -X POST 'https://open.feishu.cn/open-apis/auth/v3/tenant_access_token/internal' \
     -H 'Content-Type: application/json' \
     -d '{"app_id":"APP_ID","app_secret":"APP_SECRET"}' | python3 -c "import json,sys; print(json.load(sys.stdin)['tenant_access_token'])")
   # Get file_key from message
   curl -s "https://open.feishu.cn/open-apis/im/v1/messages/{message_id}" -H "Authorization: Bearer $TOKEN"
   # Download
   curl -s "https://open.feishu.cn/open-apis/im/v1/messages/{message_id}/resources/{file_key}?type=file" \
     -H "Authorization: Bearer $TOKEN" -o /tmp/data.xlsx
   

   Get app credentials: read channels.feishu.appId/appSecret from openclaw.json.

2. Feishu Doc/Bitable link — Use feishu_doc/feishu_bitable tools

3. Local file — Use directly

4. Pasted text — Parse and save as xlsx

Step 2: Generate Report

python3 scripts/generate_report.py /tmp/data.xlsx -o pdf \
  --company "百济神州-U" --ticker "688235.SH" --output-dir /tmp/reports

Step 3: Web Search Enhancement (Optional)

Search for industry benchmarks:

web_search("{company} 行业对比 市场份额 {year}")

Step 4: Deliver File via Feishu API

The message tool may send paths as text. Use direct Feishu API to send real file messages:

# 1. Upload file to get file_key
UPLOAD=$(curl -s -X POST 'https://open.feishu.cn/open-apis/im/v1/files' \
  -H "Authorization: Bearer $TOKEN" \
  -F 'file_type=stream' \
  -F "file_name=report.html" \
  -F "file=@/path/to/report.html")
FILE_KEY=$(echo "$UPLOAD" | python3 -c "import json,sys; print(json.load(sys.stdin)['data']['file_key'])")

# 2. Send file message to chat
curl -s -X POST 'https://open.feishu.cn/open-apis/im/v1/messages?receive_id_type=chat_id' \
  -H "Authorization: Bearer $TOKEN" \
  -H 'Content-Type: application/json' \
  -d "{\"receive_id\":\"CHAT_ID\",\"msg_type\":\"file\",\"content\":\"{\\\"file_key\\\":\\\"$FILE_KEY\\\"}\"}"

Report Features

• Sparkline trend charts: Each metric row has an inline SVG showing the trend (solid=actual, dashed=forecast)
• Forecast markers: Predicted values marked with ⟡ symbol and yellow background
• Color coding: Green=positive, Red=negative
• Responsive: Works on mobile and desktop
• Print-ready: CSS print styles included

Metric Definitions

See references/metrics.md for financial metric calculations.