report-generation

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:

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

Morning Brief

Enhanced daily brief with macro context:

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

Equity Research Report

Institutional-grade analysis for a single stock:

1. Call report(action='equity_report', symbol='NVDA')
2. 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)
3. 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.')