report-generation

Étoiles12

Forks2

Mis à jour30 mars 2026 à 15:27

Generate formatted financial reports — weekly summaries, morning briefs, and equity research

Installation

Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.

Source

martinpmm

martinpmm/Finclaw

Ouvrir le dépôt GitHub Voir les dépôts du créateur

Téléchargement

Métiers associésSOC

Basé sur la classification professionnelle SOC

Spécialistes en gestion de projetsProfessions des affaires et des opérations financières·SOC 13-1082

SKILL.md

readonly

name	report-generation
description	Generate formatted financial reports — weekly summaries, morning briefs, and equity research
always	false

Report Generation

This skill enables Finclaw to produce polished, comprehensive financial reports.

Tools Available

report — Generate weekly reports, morning briefs, equity research, and custom reports in markdown/HTML/PDF

Report Types

Weekly Report

Comprehensive portfolio and market review. Generate every Sunday:

Gather data from all tools
Call report(action='weekly', format='markdown') — it returns a template
Fill in each section by running the suggested tools
Combine into a cohesive narrative
For PDF output: report(action='weekly', format='pdf')

Morning Brief

Enhanced daily brief with macro context:

Call report(action='morning_brief')
Execute the suggested tool calls for each section
Keep it concise — 1-2 paragraphs per section
Lead with the most important item

Equity Research Report

Institutional-grade analysis for a single stock:

Call report(action='equity_report', symbol='NVDA')
Work through each section systematically:
- Executive Summary (your thesis + rating + target)
- Business Overview (from fundamentals)
- Financial Analysis (income, balance sheet, cash flow)
- Valuation (DCF, peer comps from fundamentals)
- Technical Analysis (from technical_indicators)
- Risk Assessment (your assessment)
- Recommendation (synthesize everything)
Output as PDF for professional presentation

Custom Report

User-specified sections:

report(action='custom', sections='[{"title": "Section 1", "content": "..."}]', format='html')

Report Quality Guidelines

Lead with the verdict: Start each section with the conclusion, then the evidence
Use concrete numbers: "$242.50 (+2.3%)" not "up a bit"
Reference sources: "Based on the 10-Q filed March 15..." or "FinBERT sentiment score: +0.32"
Compare to benchmarks: "Outperformed SPY by 1.5%"
Flag changes: "Changed from Neutral to Bullish because..."
Be actionable: End with clear recommendations

Weekly Report Cron

The weekly report should be generated via cron every Sunday at 5 PM ET:

cron(action='add', schedule='0 17 * * 0', tz='America/New_York',
     message='Generate a comprehensive weekly report covering portfolio, macro, watchlist, sentiment, and events.')

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name	report-generation
description	Generate formatted financial reports — weekly summaries, morning briefs, and equity research
always	false

Report Generation

This skill enables Finclaw to produce polished, comprehensive financial reports.

Tools Available

report — Generate weekly reports, morning briefs, equity research, and custom reports in markdown/HTML/PDF

Report Types

Weekly Report

Comprehensive portfolio and market review. Generate every Sunday:

Gather data from all tools
Call report(action='weekly', format='markdown') — it returns a template
Fill in each section by running the suggested tools
Combine into a cohesive narrative
For PDF output: report(action='weekly', format='pdf')

Morning Brief

Enhanced daily brief with macro context:

Call report(action='morning_brief')
Execute the suggested tool calls for each section
Keep it concise — 1-2 paragraphs per section
Lead with the most important item

Equity Research Report

Institutional-grade analysis for a single stock:

Call report(action='equity_report', symbol='NVDA')
Work through each section systematically:
- Executive Summary (your thesis + rating + target)
- Business Overview (from fundamentals)
- Financial Analysis (income, balance sheet, cash flow)
- Valuation (DCF, peer comps from fundamentals)
- Technical Analysis (from technical_indicators)
- Risk Assessment (your assessment)
- Recommendation (synthesize everything)
Output as PDF for professional presentation

Custom Report

User-specified sections:

report(action='custom', sections='[{"title": "Section 1", "content": "..."}]', format='html')

Report Quality Guidelines

Lead with the verdict: Start each section with the conclusion, then the evidence
Use concrete numbers: "$242.50 (+2.3%)" not "up a bit"
Reference sources: "Based on the 10-Q filed March 15..." or "FinBERT sentiment score: +0.32"
Compare to benchmarks: "Outperformed SPY by 1.5%"
Flag changes: "Changed from Neutral to Bullish because..."
Be actionable: End with clear recommendations

Weekly Report Cron

The weekly report should be generated via cron every Sunday at 5 PM ET:

cron(action='add', schedule='0 17 * * 0', tz='America/New_York',
     message='Generate a comprehensive weekly report covering portfolio, macro, watchlist, sentiment, and events.')