FinanceReport

This generates multi-page PDF investment reports with institutional formatting, complete with risk metrics, momentum indicators, and embedded charts. It's built for the Finance Guru system and pulls quantitative data from existing CLI tools while integrating Perplexity for market sentiment. The workflow system handles single reports or batch regeneration across watchlists. What's nice is the portfolio sizing feature that shows both percentage allocations and actual dollar amounts based on your profile. The strict formatting requirements for headers and disclaimers mean every report looks consistent, which matters if you're actually maintaining a watchlist. Best for anyone running systematic analysis on stocks and ETFs who wants repeatable, branded output.

skills.sh installs: 637
GitHub stars: 335
last updated: Aug 21, 2026

View on GitHub

Install

$ npx -y skills add aojdevstudio/finance-guru --skill FinanceReport --agent claude-code

Installs into .claude/skills of the current project.

Files

FinanceReport

Generate comprehensive 8-10 page PDF investment analysis reports with Finance Guru branding.

Capability probe

Before routing a report workflow, follow the shared paid MCP capability probe. Reports want perplexity for sourced sentiment synthesis and exa for deep catalyst/risk discovery. If either is absent, announce the WebSearch/WebFetch fallback and its coverage caveat, or stop if the requested research depth cannot be met.

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`