Agent Skillsstaskh/trading_skills › report-stock

report-stock

GitHub

生成包含趋势、PMCC及基本面的专业股票分析报告。支持PDF和Markdown格式,整合多头扫描、财务指标、Piotroski评分及期权策略数据,输出推荐意见与详细分析。

.claude/skills/report-stock/SKILL.md staskh/trading_skills

触发场景

用户请求生成股票分析报告 需要评估特定股票代码的投资价值 要求获取包含技术面和基本面的综合研报

安装

npx skills add staskh/trading_skills --skill report-stock -g -y
更多选项

非标准路径

npx skills add https://github.com/staskh/trading_skills/tree/main/.claude/skills/report-stock -g -y

不安装直接使用

npx skills use staskh/trading_skills@report-stock

指定 Agent (Claude Code)

npx skills add staskh/trading_skills --skill report-stock -a claude-code -g -y

安装 repo 全部 skill

npx skills add staskh/trading_skills --all -g -y

预览 repo 内 skill

npx skills add staskh/trading_skills --list

SKILL.md

Frontmatter
{
    "name": "report-stock",
    "arguments": [
        {
            "name": "symbols",
            "required": true,
            "description": "Stock ticker symbol(s) - single or space-separated list (e.g., AAPL or \"AAPL MSFT GOOGL\")"
        }
    ],
    "description": "Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis",
    "dependencies": [
        "trading-skills"
    ],
    "user_invocable": true
}

Stock Analysis Report Generator

Generates professional reports with comprehensive stock analysis including trend analysis, PMCC viability, and fundamental metrics. Supports both PDF and markdown output formats.

Instructions

Step 1: Gather Data

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/risks
  • company - 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 history
  • piotroski - F-Score breakdown with all 9 criteria
  • spread_strategies - Option spread analysis (vertical spreads, straddle, strangle, iron condor)

Step 2: Generate Report

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.

Step 3: Report Results

After generating the report, tell the user:

  1. The recommendation (BUY/HOLD/AVOID)
  2. Key strengths and risks
  3. The report file path

Example

# 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

Report Contents

All sections defined in templates/markdown-template.md:

  1. Header — symbol, company name, generated timestamp
  2. Recommendation — BUY/HOLD/AVOID with strengths and risks
  3. Company Overview — sector, industry, market cap, beta
  4. Trend Analysis — bullish score, RSI, MACD, ADX, SMA distances, earnings date, signals list
  5. Fundamental Analysis — valuation (P/E, P/B, EPS), profitability (margins, ROE, ROA, growth), dividend & balance sheet, earnings history (up to 8 quarters)
  6. Piotroski F-Score — all 9 criteria with PASS/FAIL
  7. Insider Trading — net sentiment, buy/sell counts, recent transactions (omitted if no data)
  8. PMCC Viability — score, IV, LEAPS/short leg details, trade metrics (yield, capital required)
  9. Option Spread Strategies — bull call, bear put, straddle, strangle, iron condor
  10. Investment Summary — strengths and risk factors
  11. Disclaimer footer

Dependencies

This skill aggregates data from:

  • scanner-bullish for trend analysis
  • scanner-pmcc for PMCC viability
  • fundamentals for financial data and Piotroski score

Timezone

All 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.

版本历史

  • cc30858 当前 2026-07-05 11:04

依赖关系

  • required trading-skills

同 Skill 集合

.claude/skills/earnings-calendar/SKILL.md
.claude/skills/fundamentals/SKILL.md
.claude/skills/greeks/SKILL.md
.claude/skills/ib-account/SKILL.md
.claude/skills/ib-collar/SKILL.md
.claude/skills/ib-create-consolidated-report/SKILL.md
.claude/skills/ib-find-short-roll/SKILL.md
.claude/skills/ib-option-chain/SKILL.md
.claude/skills/ib-pmcc-advisor/SKILL.md
.claude/skills/ib-portfolio-action-report/SKILL.md
.claude/skills/ib-portfolio/SKILL.md
.claude/skills/ib-report-delta-adjusted-notional-exposure/SKILL.md
.claude/skills/ib-stop-loss/SKILL.md
.claude/skills/ib-trades-history/SKILL.md
.claude/skills/ib-trailing-stop/SKILL.md
.claude/skills/insider-trading/SKILL.md
.claude/skills/markdown-to-pdf/SKILL.md
.claude/skills/news-sentiment/SKILL.md
.claude/skills/option-chain/SKILL.md
.claude/skills/price-history/SKILL.md
.claude/skills/risk-assessment/SKILL.md
.claude/skills/scanner-bullish/SKILL.md
.claude/skills/scanner-pmcc/SKILL.md
.claude/skills/spread-analysis/SKILL.md
.claude/skills/stock-quote/SKILL.md
.claude/skills/technical-analysis/SKILL.md
.claude/skills/whale-hunting/SKILL.md

元信息

文件数
0
版本
cc30858
Hash
5d06ead0
收录时间
2026-07-05 11:04

首页 - Wiki
Copyright © 2011-2026 iteam. Current version is 2.155.2. UTC+08:00, 2026-07-14 00:27
浙ICP备14020137号-1 $访客地图$