finance-report — Claude Code skill: what it does, how to install
Generates 8-10 page institutional-style PDF investment reports for stocks and ETFs, featuring quantitative metrics, charts, and position sizing.
npx skills add AojdevStudio/Finance-Guru --skill financereport -a claude-code
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a claude-codeWhat finance-report does
The skill structures an investment memo covering financial instruments, technical momentum, and risk indicators like VaR or Sharpe. Each generated document spans 8 to 10 pages with branded headers and formatted data tables. The layout confines tables to a 7.5-inch printable width to prevent text overflow.
Execution relies on Python tools executed through uv, specifically ChartKit.py and ReportGenerator.py. Market context and sentiment pull from perplexity and exa MCP servers. Without those MCP tools active, the workflow drops back to generic WebSearch and WebFetch calls, narrowing discovery depth.
Sizing calculations pull directly from user-profile.yaml to turn percentage allocations into exact cash values and share quantities. Batch workflows can also rerun analysis across an entire watchlist simultaneously.
What it helps with
- generate PDF investment dossiers for stocks or ETFs
- calculate quant metrics like VaR, Sharpe, and momentum
- convert target portfolio percentages into share counts
- rebuild batch reports across an entire watchlist
Example prompts for the agent
- Generate a report for NVDA
- Regenerate batch 1 reports
How to install finance-report
1Skills CLI (Vercel)
npx skills add AojdevStudio/Finance-Guru --skill financereport -a claude-codenpx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a claude-code2Manually: put the files in place
~/.claude/skills/FinanceReport/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/FinanceReport/
1Skills CLI (Vercel)
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a codex2Manually: put the files in place
.agents/skills/FinanceReport/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a cursor2Manually: put the files in place
.cursor/skills/FinanceReport/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install AojdevStudio/Finance-Guru FinanceReport2Manually: put the files in place
.github/skills/FinanceReport/SKILL.md1Skills CLI (Vercel)
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a gemini-cli2Platform CLI
gemini skills install https://github.com/AojdevStudio/Finance-Guru --path .claude/skills/FinanceReportManually: put the files in place
.devin/skills/FinanceReport/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about finance-report
How to install finance-report in Claude Code?
Run npx skills add AojdevStudio/Finance-Guru --skill financereport -a claude-code in your terminal. This downloads the skill definition directly into your agent setup.
What does the finance-report skill do?
It compiles an 8 to 10 page research document containing quant analysis, momentum charts, risk parameters, and position sizing recommendations for a specific ticker.
Are Perplexity and Exa MCP tools required?
They are preferred for sentiment analysis and catalyst tracking, but not mandatory. If absent, the workflow falls back to WebSearch and WebFetch tools with a warning.
