FinanceReport
Generate institutional-quality PDF investment reports for stocks and ETFs with embedded charts and portfolio sizing.
- Produces 8–10 page reports with VGT-style branding, executive summary, quantitative analysis tables, and strategy recommendations
- Integrates Perplexity MCP for market sentiment and catalyst research, plus built-in quant tools for risk metrics, momentum indicators, and volatility assessment
- Supports three workflows: single ticker reports, batch regeneration across watchlists, and full deep-research analysis with market and strategy phases
- Calculates position sizing in both percentage and dollar amounts based on user portfolio value from stored profile data
FinanceReport
Generate comprehensive 8-10 page PDF investment analysis reports with Finance Guru branding.
Workflow Routing
When executing a workflow, output this notification directly:
Running the **WorkflowName** workflow from the **FinanceReport** skill...
| Workflow | Trigger | File |
|---|---|---|
| GenerateSingleReport | "generate report for TSLA", "create PDF" | workflows/GenerateSingleReport.md |
| RegenerateBatch | "regenerate batch", "redo all reports" | workflows/RegenerateBatch.md |
| FullResearchWorkflow | "full analysis", "thorough research" | workflows/FullResearchWorkflow.md |
Examples
More from aojdevstudio/finance-guru
montecarlo
Run Monte Carlo simulations for Finance Guru portfolio strategy. USE WHEN user mentions monte carlo OR run simulation OR stress test portfolio OR probability analysis OR income projections OR margin safety analysis. Supports 4-layer portfolio (Growth, Income, Hedge, GOOGL) with auto-detection of current values from Fidelity CSV.
40retirement-syncing
Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files.
31dividend-tracking
Sync dividend data from Fidelity CSV to Dividends sheet. Reads dividend.csv from notebooks/updates/, calculates actual dividends received (shares × amount per share), writes to input area (rows 2-46), then clicks Add Dividend button to process. Triggers on sync dividends, update dividends, dividend tracker, layer 2 income, or monthly dividend analysis.
28portfoliosyncing
Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports Fidelity (automated) with multi-broker planned. USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR ingest positions OR bring in positions OR downloaded from Fidelity OR working with Portfolio_Positions CSVs. Handles file ingestion from Downloads, position updates, SPAXX/margin validation, safety checks, and formula protection.
28fin-core
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27margin-management
Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.
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