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report-stock
// Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis
// Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis
Scan stocks for Poor Man's Covered Call (PMCC) suitability. Analyzes LEAPS and short call options for delta, liquidity, spread, IV, yield, trend direction, and earnings proximity. Use when user asks about PMCC candidates, diagonal spreads, or LEAPS strategies.
Convert a markdown file to PDF using mistune + reportlab. Use when the user wants to convert a .md file to PDF, or when another skill needs to produce a PDF from markdown output.
Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB. Computes stop prices, detects alerts, and places conditional combo orders. Dry-run by default. Requires TWS or IB Gateway running locally.
Fetch trade executions from Interactive Brokers filtered by account, date range, or symbol. Supports live API (~7 days history) and FlexReport (full history). Use when user asks about their trades, executions, or transaction history. Requires TWS or IB Gateway running locally.
Analyze PMCC (Poor Man's Covered Call / diagonal spread) positions from IB portfolio. For each diagonal spread, reports short leg risk (delta, IV, assignment probability), daily P&L projections, top-3 roll candidates, and a side-by-side comparison table. Requires TWS or IB Gateway running locally.
Get upcoming earnings dates with timing (before/after market) and EPS estimates. Use when user asks about earnings dates, earnings calendar, when a company reports, or upcoming earnings.
| name | report-stock |
| description | Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis |
| user_invocable | true |
| arguments | [{"name":"symbols","description":"Stock ticker symbol(s) - single or space-separated list (e.g., AAPL or \"AAPL MSFT GOOGL\")","required":true}] |
| dependencies | ["trading-skills"] |
Generates professional reports with comprehensive stock analysis including trend analysis, PMCC viability, and fundamental metrics. Supports both PDF and markdown output formats.
Run the report script for each symbol:
uv run python scripts/report.py SYMBOL
The script returns detailed JSON with:
recommendation - Overall recommendation with strengths/riskscompany - Company info (name, sector, industry, market cap)trend_analysis - Bullish scanner results (score, RSI, MACD, ADX, SMAs)pmcc_analysis - PMCC viability (score, LEAPS/short details, metrics)fundamentals - Valuation, profitability, dividend, balance sheet, earnings historypiotroski - F-Score breakdown with all 9 criteriaspread_strategies - Option spread analysis (vertical spreads, straddle, strangle, iron condor)Step 2a — Write markdown
Read templates/markdown-template.md for formatting instructions. Generate a markdown report from the JSON data and save to sandbox/ as:
sandbox/{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md
Step 2b — Convert to PDF (if requested)
Invoke the markdown-to-pdf skill on the markdown file just created:
uv run python .claude/skills/markdown-to-pdf/scripts/markdown_to_pdf.py sandbox/{SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md
The PDF is written alongside the markdown file with the same basename.
After generating the report, tell the user:
# Single symbol
uv run python scripts/report.py AAPL
# Multiple symbols - run separately
uv run python scripts/report.py AAPL
uv run python scripts/report.py MSFT
All sections defined in templates/markdown-template.md:
This skill aggregates data from:
scanner-bullish for trend analysisscanner-pmcc for PMCC viabilityfundamentals for financial data and Piotroski scoreAll timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.