Dual report generation - executive summary (2 pages) and detailed research (40-60 pages) in HTML and Word formats
Dual report generation - executive summary (2 pages) and detailed research (40-60 pages) in HTML and Word formats
npx skills add https://github.com/igorder-dev/market_research_oc --skill report-compiler-v2이 명령을 Claude Code에 복사하여 붙여넣어 스킬을 설치하세요
Template for specialized industry research agents - customize for each sector
Orchestrates parallel industry research for speculative growth investments with 6 specialized agents
Компилирует финальный инвестиционный отчет из данных всех агентов в HTML/Word формате на русском языке
Phase 1 macro analysis for industry sectors - produces verbose MD reports with chart data
Selects top 3-4 industries from Phase 1 macro research for deep ticker analysis
Two-phase orchestrator for speculative growth research with industry selection and deep ticker analysis
| name | report-compiler-v2 |
| description | Dual report generation - executive summary (2 pages) and detailed research (40-60 pages) in HTML and Word formats |
| version | 2.0.0 |
| tags | ["investing","report","html","word","dual-output","executive","detailed"] |
Ты — специалист по визуализации данных и подготовке профессиональных инвестиционных отчетов. Твоя задача — получить структурированные данные от всех фаз исследования и скомпилировать их в два типа отчетов:
dual_output_requirement:
executive_report:
pages: 2
formats: [HTML, DOCX]
purpose: "Quick actionable recommendations"
audience: "Decision makers, portfolio managers"
content_style: "Dry, concise, tables, bullet points"
detailed_report:
pages: "40-60"
formats: [HTML, DOCX]
purpose: "Full research trail for transparency"
audience: "Analysts, compliance, audit"
content_style: "Comprehensive, verbatim agent reports"
language: Russian
include_charts: true
include_tables: true
verbatim_agent_reports: true # CRITICAL: Include full agent reports
┌─────────────────────────────────────────────────────────────────────┐
│ EXECUTIVE SUMMARY │
│ Investment Recommendations │
├─────────────────────────────────────────────────────────────────────┤
│ │
│ 📊 MARKET SNAPSHOT │
│ ├── Market: US │
│ ├── Horizon: 3-6 months │
│ ├── Strategy: BUY-GROWTH-SELL │
│ └── Analysis Date: February 3, 2026 │
│ │
│ 🎯 TOP RECOMMENDATIONS │
│ ┌──────────┬────────┬──────────┬──────────┬────────┐ │
│ │ Ticker │ Sector │ Confid. │ Upside │ Entry │ │
│ ├──────────┼────────┼──────────┼──────────┼────────┤ │
│ │ PLTR │ Tech │ 85% │ +35% │ $38.50 │ │
│ │ NVDA │ Tech │ 88% │ +28% │ $125 │ │
│ │ UNH │ Health │ 82% │ +22% │ $520 │ │
│ │ SQ │ Fintech│ 80% │ +30% │ $72 │ │
│ │ CRWD │ Tech │ 83% │ +25% │ $340 │ │
│ └──────────┴────────┴──────────┴──────────┴────────┘ │
│ │
│ ⚡ KEY CATALYSTS (Next 60 Days) │
│ • PLTR: Q4 Earnings (Feb 12) — Expected 30%+ growth │
│ • NVDA: GTC Conference (Mar 17) — New AI chips launch │
│ • UNH: Analyst Day (Feb 28) — 2026 guidance │
│ │
└─────────────────────────────────────────────────────────────────────┘
┌─────────────────────────────────────────────────────────────────────┐
│ RISK MATRIX & POSITIONING │
├─────────────────────────────────────────────────────────────────────┤
│ │
│ ⚠️ QUICK RISK MATRIX │
│ ┌──────────────────────┬─────────────┬─────────────┐ │
│ │ Risk Factor │ Level │ Mitigation │ │
│ ├──────────────────────┼─────────────┼─────────────┤ │
│ │ Market Correction │ Medium │ Stop-losses │ │
│ │ Rate Hike Risk │ Medium │ Quality bias│ │
│ │ Sector Rotation │ Low │ Diversified │ │
│ │ Earnings Miss │ Low-Med | Position sz │ │
│ └──────────────────────┴─────────────┴─────────────┘ │
│ │
│ 📈 ENTRY/EXIT POINTS │
│ ┌──────────┬────────┬─────────┬──────────┬──────────┐ │
│ │ Ticker │ Entry │ Target │ Stop-Loss│ R/R │ │
│ ├──────────┼────────┼─────────┼──────────┼──────────┤ │
│ │ PLTR │ $37-39 │ $52 │ $32.75 │ 1:2.3 │ │
│ │ NVDA │ $120-128 $160 │ $108 │ 1:2.1 │ │
│ │ UNH │ $515-525 $635 │ $442 │ 1:1.8 │ │
│ │ SQ │ $70-74 │ $94 │ $61 │ 1:2.0 │ │
│ │ CRWD │ $335-345 $425 │ $289 │ 1:1.9 │ │
│ └──────────┴────────┴─────────┴──────────┴──────────┘ │
│ │
│ 💡 PORTFOLIO CONSTRUCTION │
│ • Position Size: 2-3% per ticker (max 5%) │
│ • Total Exposure: 10-15% of portfolio │
│ • Rebalance: After earnings or +20% move │
│ │
└─────────────────────────────────────────────────────────────────────┘
DETAILED INVESTMENT RESEARCH REPORT
1. Executive Summary ............................................... 3
2. Methodology Overview ............................................ 4
2.1 Two-Phase Research Approach ................................. 4
2.2 Confidence Scoring Framework ................................ 5
2.3 Risk Assessment Protocol .................................... 6
3. Phase 1: Industry Macro Analysis ................................ 7
3.1 Technology / AI Sector ...................................... 7
(VERBATIM: Full macro report from tech-ai-macro-researcher)
3.2 Healthcare Sector ........................................... 15
(VERBATIM: Full macro report from healthcare-macro-researcher)
3.3 Fintech Sector .............................................. 23
(VERBATIM: Full macro report from fintech-macro-researcher)
[3.4-3.6 Other sectors if selected]
4. Industry Selection Rationale .................................... 31
4.1 Selection Methodology ....................................... 31
4.2 Scoring Matrix .............................................. 32
4.3 Selection Decision Tree ..................................... 33
4.4 Rationale for Each Selection ................................ 34
5. Phase 2: Deep Ticker Analysis ................................... 37
5.1 Technology / AI Deep Dive ................................... 37
5.1.1 PLTR — Palantir Technologies .......................... 37
(VERBATIM: Full ticker report)
5.1.2 NVDA — NVIDIA Corporation ............................. 47
(VERBATIM: Full ticker report)
[Additional tickers...]
5.2 Healthcare Deep Dive ........................................ 57
5.2.1 UNH — UnitedHealth Group .............................. 57
(VERBATIM: Full ticker report)
[Additional tickers...]
5.3 Fintech Deep Dive ........................................... 67
5.3.1 SQ — Block Inc. ....................................... 67
(VERBATIM: Full ticker report)
[Additional tickers...]
6. Aggregated Risk Analysis ........................................ 77
6.1 Systematic Risks ............................................ 77
6.2 Sector-Specific Risks ....................................... 78
6.3 Ticker-Level Risk Matrix .................................... 79
6.4 Correlation Analysis ........................................ 80
7. Appendix A: Data Tables ......................................... 81
7.1 Complete Screening Results .................................. 81
7.2 Valuation Comparables ....................................... 83
7.3 Technical Indicators Summary ................................ 84
8. Appendix B: Source Citations .................................... 85
8.1 Data Sources by Ticker ...................................... 85
8.2 Research Methodology Compliance ............................. 87
9. Disclaimer ...................................................... 88
<!DOCTYPE html>
<html lang="ru">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Executive Summary — Investment Recommendations</title>
<style>
/* Executive Report Styles - Compact, Professional */
:root {
--primary: #1a1a2e;
--accent: #0f3460;
--success: #00d26a;
--warning: #ffc107;
--danger: #dc3545;
--text: #333;
--bg: #fff;
}
* { margin: 0; padding: 0; box-sizing: border-box; }
body {
font-family: 'Segoe UI', Arial, sans-serif;
font-size: 11pt;
line-height: 1.4;
color: var(--text);
max-width: 210mm; /* A4 width */
margin: 0 auto;
padding: 15mm;
}
.header {
background: var(--primary);
color: white;
padding: 20px;
text-align: center;
margin-bottom: 20px;
}
.header h1 {
font-size: 18pt;
margin-bottom: 8px;
}
.header .subtitle {
font-size: 11pt;
opacity: 0.9;
}
.section {
margin-bottom: 20px;
}
.section-title {
font-size: 13pt;
font-weight: bold;
color: var(--primary);
border-bottom: 2px solid var(--accent);
padding-bottom: 5px;
margin-bottom: 10px;
}
table {
width: 100%;
border-collapse: collapse;
font-size: 10pt;
}
th, td {
padding: 8px 10px;
text-align: left;
border-bottom: 1px solid #ddd;
}
th {
background: var(--accent);
color: white;
font-weight: 600;
}
tr:nth-child(even) { background: #f8f9fa; }
.metric-box {
display: inline-block;
background: #f0f0f0;
padding: 8px 15px;
margin: 5px;
border-radius: 4px;
font-size: 10pt;
}
.highlight { background: #fff3cd; padding: 2px 5px; }
.page-break { page-break-after: always; }
</style>
</head>
<body>
<!-- PAGE 1 -->
<header class="header">
<h1>📊 Executive Summary</h1>
<p class="subtitle">Investment Recommendations | {{DATE}} | {{MARKET}}</p>
</header>
<div class="section">
<div class="section-title">📊 Market Snapshot</div>
<div class="metric-box"><strong>Market:</strong> {{MARKET}}</div>
<div class="metric-box"><strong>Horizon:</strong> {{HORIZON}}</div>
<div class="metric-box"><strong>Strategy:</strong> {{STRATEGY}}</div>
<div class="metric-box"><strong>Industries:</strong> {{INDUSTRY_COUNT}}</div>
<div class="metric-box"><strong>Tickers:</strong> {{TICKER_COUNT}}</div>
</div>
<div class="section">
<div class="section-title">🎯 Top Recommendations</div>
<table>
<thead>
<tr>
<th>Ticker</th>
<th>Company</th>
<th>Sector</th>
<th>Conf.</th>
<th>Entry</th>
<th>Target</th>
<th>Upside</th>
<th>Stop</th>
</tr>
</thead>
<tbody>
{{TOP_TICKERS_ROWS}}
</tbody>
</table>
</div>
<div class="section">
<div class="section-title">⚡ Key Catalysts (Next 60 Days)</div>
<ul>
{{CATALYST_LIST}}
</ul>
</div>
<div class="page-break"></div>
<!-- PAGE 2 -->
<div class="section">
<div class="section-title">⚠️ Quick Risk Matrix</div>
<table>
<thead>
<tr>
<th>Risk Factor</th>
<th>Level</th>
<th>Mitigation</th>
</tr>
</thead>
<tbody>
{{RISK_MATRIX_ROWS}}
</tbody>
</table>
</div>
<div class="section">
<div class="section-title">📈 Entry/Exit Points</div>
<table>
<thead>
<tr>
<th>Ticker</th>
<th>Entry Range</th>
<th>Target</th>
<th>Stop-Loss</th>
<th>R/R</th>
</tr>
</thead>
<tbody>
{{ENTRY_EXIT_ROWS}}
</tbody>
</table>
</div>
<div class="section">
<div class="section-title">💡 Portfolio Construction</div>
<ul>
<li><strong>Position Size:</strong> 2-3% per ticker (max 5%)</li>
<li><strong>Total Exposure:</strong> 10-15% of portfolio</li>
<li><strong>Rebalance:</strong> After earnings or +20% move</li>
<li><strong>Stop-Loss Discipline:</strong> Mandatory -15% (or technical)</li>
</ul>
</div>
</body>
</html>
<!DOCTYPE html>
<html lang="ru">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Detailed Investment Research Report</title>
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
<style>
/* Detailed Report Styles - Comprehensive */
:root {
--primary: #1a1a2e;
--secondary: #16213e;
--accent: #0f3460;
--highlight: #e94560;
--success: #00d26a;
--warning: #ffc107;
--danger: #dc3545;
--text-light: #f1f1f1;
--text-dark: #333;
--bg-light: #f8f9fa;
}
* { margin: 0; padding: 0; box-sizing: border-box; }
body {
font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
line-height: 1.6;
color: var(--text-dark);
background: var(--bg-light);
}
/* Header */
.header {
background: linear-gradient(135deg, var(--primary), var(--accent));
color: var(--text-light);
padding: 50px 20px;
text-align: center;
}
.header h1 {
font-size: 2.5rem;
margin-bottom: 15px;
}
.header .meta {
margin-top: 20px;
display: flex;
justify-content: center;
gap: 30px;
flex-wrap: wrap;
}
.header .meta-item {
background: rgba(255,255,255,0.1);
padding: 8px 20px;
border-radius: 20px;
}
/* Container */
.container {
max-width: 1200px;
margin: 0 auto;
padding: 30px 20px;
}
/* Sections */
.section {
background: white;
border-radius: 12px;
box-shadow: 0 4px 6px rgba(0,0,0,0.1);
margin-bottom: 30px;
overflow: hidden;
}
.section-header {
background: var(--secondary);
color: var(--text-light);
padding: 18px 25px;
font-size: 1.3rem;
font-weight: 600;
}
.section-content {
padding: 25px;
}
/* Agent Report Box (Verbatim) */
.agent-report {
background: #f8f9fa;
border-left: 4px solid var(--accent);
padding: 20px;
margin: 20px 0;
font-family: 'Courier New', monospace;
font-size: 0.9rem;
white-space: pre-wrap;
max-height: 800px;
overflow-y: auto;
}
.agent-report-header {
background: var(--accent);
color: white;
padding: 10px 15px;
font-weight: 600;
margin: -20px -20px 15px -20px;
}
/* Tables */
table {
width: 100%;
border-collapse: collapse;
margin: 15px 0;
}
th, td {
padding: 14px 18px;
text-align: left;
border-bottom: 1px solid #e0e0e0;
}
th {
background: var(--accent);
color: var(--text-light);
font-weight: 600;
}
tr:nth-child(even) { background: #f8f9fa; }
/* Charts */
.chart-container {
padding: 20px;
background: white;
border-radius: 12px;
margin: 20px 0;
}
/* TOC */
.toc {
background: white;
padding: 30px;
border-radius: 12px;
margin-bottom: 30px;
}
.toc h2 {
color: var(--primary);
margin-bottom: 20px;
}
.toc ul {
list-style: none;
}
.toc li {
padding: 8px 0;
border-bottom: 1px dotted #ddd;
}
.toc .page-num {
float: right;
color: #666;
}
/* Print styles */
@media print {
.section { break-inside: avoid; }
.agent-report { break-inside: avoid; }
}
</style>
</head>
<body>
<!-- HEADER -->
<header class="header">
<h1>📊 Detailed Investment Research Report</h1>
<p>Comprehensive Analysis with Full Research Trail</p>
<div class="meta">
<span class="meta-item">📅 {{ANALYSIS_DATE}}</span>
<span class="meta-item">🌍 {{MARKET}}</span>
<span class="meta-item">⏱️ {{HORIZON}}</span>
<span class="meta-item">📄 {{PAGE_COUNT}} pages</span>
</div>
</header>
<div class="container">
<!-- TABLE OF CONTENTS -->
<div class="toc">
<h2>Table of Contents</h2>
<ul>
<li>1. Executive Summary <span class="page-num">3</span></li>
<li>2. Methodology Overview <span class="page-num">4</span></li>
<li>3. Phase 1: Industry Macro Analysis <span class="page-num">7</span></li>
<li>4. Industry Selection Rationale <span class="page-num">31</span></li>
<li>5. Phase 2: Deep Ticker Analysis <span class="page-num">37</span></li>
<li>6. Aggregated Risk Analysis <span class="page-num">77</span></li>
<li>7. Appendix A: Data Tables <span class="page-num">81</span></li>
<li>8. Appendix B: Source Citations <span class="page-num">85</span></li>
</ul>
</div>
<!-- SECTION 1: EXECUTIVE SUMMARY -->
<section class="section">
<div class="section-header">1. Executive Summary</div>
<div class="section-content">
{{EXECUTIVE_SUMMARY_CONTENT}}
</div>
</section>
<!-- SECTION 2: METHODOLOGY -->
<section class="section">
<div class="section-header">2. Methodology Overview</div>
<div class="section-content">
<h3>2.1 Two-Phase Research Approach</h3>
<p>This report utilizes a two-phase research methodology:</p>
<ul>
<li><strong>Phase 1:</strong> Macro analysis of all 6 industry sectors</li>
<li><strong>Phase 1.5:</strong> Selection of top 3-4 industries based on weighted scoring</li>
<li><strong>Phase 2:</strong> Deep ticker analysis for selected industries only</li>
</ul>
<h3>2.2 Confidence Scoring Framework</h3>
<p>Multi-factor weighted scoring with minimum thresholds:</p>
<ul>
<li>Phase 1 (Macro): Minimum 70/100, 5+ sources</li>
<li>Phase 2 (Ticker): Minimum 80/100, 8+ sources</li>
<li>Devil's Advocate validation mandatory</li>
</ul>
</div>
</section>
<!-- SECTION 3: PHASE 1 REPORTS (VERBATIM) -->
<section class="section">
<div class="section-header">3. Phase 1: Industry Macro Analysis</div>
<div class="section-content">
<p>The following reports are included verbatim from Phase 1 agents for complete transparency:</p>
{{PHASE_1_VERBATIM_REPORTS}}
</div>
</section>
<!-- SECTION 4: SELECTION RATIONALE -->
<section class="section">
<div class="section-header">4. Industry Selection Rationale</div>
<div class="section-content">
{{SELECTION_RATIONALE_VERBATIM}}
</div>
</section>
<!-- SECTION 5: PHASE 2 REPORTS (VERBATIM) -->
<section class="section">
<div class="section-header">5. Phase 2: Deep Ticker Analysis</div>
<div class="section-content">
<p>The following ticker reports are included verbatim from Phase 2 agents:</p>
{{PHASE_2_VERBATIM_REPORTS}}
</div>
</section>
<!-- SECTION 6: AGGREGATED RISK -->
<section class="section">
<div class="section-header">6. Aggregated Risk Analysis</div>
<div class="section-content">
{{AGGREGATED_RISK_CONTENT}}
</div>
</section>
<!-- SECTION 7: APPENDIX A -->
<section class="section">
<div class="section-header">7. Appendix A: Data Tables</div>
<div class="section-content">
{{DATA_TABLES}}
</div>
</section>
<!-- SECTION 8: APPENDIX B -->
<section class="section">
<div class="section-header">8. Appendix B: Source Citations</div>
<div class="section-content">
{{SOURCE_CITATIONS}}
</div>
</section>
<!-- DISCLAIMER -->
<div style="background: #fff8e1; border: 2px solid #ffc107; border-radius: 12px; padding: 25px; margin-top: 40px;">
<div style="color: #856404; font-weight: 700; font-size: 1.1rem; margin-bottom: 12px;">⚠️ ВАЖНОЕ ПРЕДУПРЕЖДЕНИЕ</div>
<p style="color: #6c5700;">Данный отчет носит исключительно информационный характер и не является индивидуальной инвестиционной рекомендацией. Инвестиции в ценные бумаги связаны с риском потери капитала. Прошлые результаты не гарантируют будущую доходность. Все представленные оценки и прогнозы основаны на текущей рыночной информации и могут существенно измениться.</p>
</div>
</div>
</body>
</html>
# Convert Executive Report
pandoc executive-report.html -o executive-report.docx \
--reference-doc=template.docx \
--toc \
--toc-depth=1
# Convert Detailed Report
pandoc detailed-report.html -o detailed-report.docx \
--reference-doc=template.docx \
--toc \
--toc-depth=2
# Headless conversion
libreoffice --headless --convert-to docx executive-report.html
libreoffice --headless --convert-to docx detailed-report.html
from docx import Document
from docx.shared import Inches, Pt
from docx.enum.text import WD_ALIGN_PARAGRAPH
def html_to_docx(html_content, output_path):
doc = Document()
# Add header
header = doc.add_heading('Investment Research Report', 0)
header.alignment = WD_ALIGN_PARAGRAPH.CENTER
# Convert HTML sections to DOCX
# ... conversion logic ...
doc.save(output_path)
charts:
executive_report:
- confidence_distribution_bar
- sector_allocation_pie
detailed_report:
- confidence_distribution_bar
- sector_allocation_pie
- risk_return_scatter
- price_history_lines (per ticker)
- catalyst_timeline
- score_breakdown_radar (per ticker)
// Confidence Distribution Chart
const confidenceCtx = document.getElementById('confidenceChart').getContext('2d');
new Chart(confidenceCtx, {
type: 'bar',
data: {
labels: {{TICKER_SYMBOLS}},
datasets: [{
label: 'Confidence Score',
data: {{CONFIDENCE_SCORES}},
backgroundColor: {{CONFIDENCE_COLORS}},
borderRadius: 6
}]
},
options: {
responsive: true,
plugins: { legend: { display: false } },
scales: {
y: { beginAtZero: true, max: 100 }
}
}
});
// Sector Allocation Chart
const sectorCtx = document.getElementById('sectorChart').getContext('2d');
new Chart(sectorCtx, {
type: 'doughnut',
data: {
labels: {{SECTOR_NAMES}},
datasets: [{
data: {{SECTOR_TICKER_COUNTS}},
backgroundColor: ['#1a1a2e', '#16213e', '#0f3460', '#e94560', '#00d26a']
}]
}
});
pre_output_validation:
executive_report:
structure:
- header_present: true
- top_recommendations_table: true
- catalysts_listed: true
- risk_matrix: true
- entry_exit_table: true
- page_count: "<= 2 pages"
detailed_report:
structure:
- toc_present: true
- methodology_section: true
- phase_1_reports_verbatim: true
- selection_rationale: true
- phase_2_reports_verbatim: true
- aggregated_risk: true
- data_tables_appendix: true
- sources_appendix: true
- disclaimer: true
content:
- all_text_in_russian: true
- no_placeholder_text: true
- all_numbers_formatted: true
- all_confidence_scores_80_plus: true
- all_tickers_have_stop_loss: true
- verbatim_reports_unmodified: true
formats:
- html_valid: true
- docx_generated: true
- charts_rendered: true
- tables_readable: true
- print_friendly: true
hard_constraints:
- MUST generate BOTH executive and detailed reports
- MUST include BOTH HTML and DOCX formats
- MUST include Phase 1 reports VERBATIM (no summarization)
- MUST include Phase 2 reports VERBATIM (no summarization)
- MUST include selection rationale VERBATIM
- MUST preserve all agent calculations and formulas
- MUST include all source citations
- Executive report MUST be 2 pages max
- Detailed report MUST be 40-60 pages
soft_constraints:
- Use professional color scheme
- Include charts for key metrics
- Make tables sortable (HTML)
- Add print-friendly CSS
- Include page numbers (DOCX)
errors:
html_render_failure:
action: retry_with_simplified_template
fallback: markdown_output
docx_conversion_failure:
action: try_alternative_method
methods: [pandoc, libreoffice, python-docx]
max_attempts: 3
chart_render_failure:
action: fallback_to_table
note: "Chart data available in tables"
missing_agent_report:
action: flag_in_report
note: "[Report unavailable - see JSON data]"
report_too_long:
action: truncate_appendix
priority: "Keep main content, truncate tables"