# finance-report

Generates 8-10 page institutional-style PDF investment reports for stocks and ETFs, featuring quantitative metrics, charts, and position sizing.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 637 installs · ★ 329
- Author: AojdevStudio
- License: AGPL-3.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/AojdevStudio/Finance-Guru/tree/HEAD/.claude/skills/FinanceReport/SKILL.md
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/skills/finance-report

## What it 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.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add AojdevStudio/Finance-Guru --skill financereport -a claude-code
```
```bash
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/FinanceReport/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/FinanceReport/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/FinanceReport/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/FinanceReport/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install AojdevStudio/Finance-Guru FinanceReport
```

2. **Manually: put the files in place**
- File: `.github/skills/FinanceReport/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/AojdevStudio/Finance-Guru --path .claude/skills/FinanceReport
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/FinanceReport/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add AojdevStudio/Finance-Guru --skill FinanceReport -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/AojdevStudio/Finance-Guru/tree/HEAD/.claude/skills/FinanceReport/SKILL.md

## When to use it
- 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
- Generate a report for NVDA
- Regenerate batch 1 reports

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md