financereport

$2a

Example 1: Generate single ticker report

User: "Generate a report for NVDA"

-> Invokes GenerateSingleReport workflow

-> Runs quant tools (risk_metrics, momentum, volatility)

-> Fetches sentiment via Perplexity MCP

-> Builds 8-10 page PDF with VGT-style header

-> Saves to fin-guru-private/fin-guru/analysis/reports/NVDA-analysis-2025-12-18.pdf

Example 2: Regenerate all watchlist reports

User: "Regenerate batch 1 reports"

-> Invokes RegenerateBatch workflow

-> Launches 8 subagents in parallel

-> Each runs FullResearchWorkflow

-> Replaces existing PDFs with improved versions

Example 3: Deep research with full workflow

User: "Do a full analysis on AMZN for the 2026 watchlist"

-> Invokes FullResearchWorkflow

-> Phase 1: Market research (Perplexity/Exa for catalysts, risks)

-> Phase 2: Quant analysis (252-day risk metrics, 90-day momentum)

-> Phase 3: Strategy recommendation (buy/hold/sell, position sizing)

-> Phase 4: Generate comprehensive PDF report

Report Structure (8-10 Pages)

Cover Page (VGT-Style Header) - UNIFORM STANDARD

CRITICAL: Every report MUST follow this EXACT format:

┌─────────────────────────────────────────────────────────────┐

│                    FINANCE GURU™                            │

│             Family Office Investment Analysis               │

│  ─────────────────────────────────────────────────────────  │

│                                                             │

│              TICKER - Full Company/Fund Name                │

│           2026 Watchlist Analysis & Investment Report       │

│                                                             │

├─────────────────────────────────────────────────────────────┤

│  Report Date:      December 18, 2025                        │

│  Analyst Team:     Finance Guru Multi-Agent System          │

│                    • Market Researcher (Dr. Aleksandr Petrov)│

│                    • Quant Analyst                          │

│                    • Strategy Advisor                       │

│  Current Price:    $XXX.XX                                  │

│  YTD Performance:  +XX.XX%                                  │

│  Expense Ratio:    0.XX% (ETFs only)                        │

└─────────────────────────────────────────────────────────────┘

UNIFORMITY RULES:

• Analyst team names MUST be listed on EVERY report

• "Finance Guru Multi-Agent System" header REQUIRED

• Individual analyst names with personas (e.g., Dr. Aleksandr Petrov)

• Same format, same structure, every single time

Executive Summary

• Investment thesis (200+ words)

• Key findings with bold labels

• Final verdict box (rating, conviction, risk level)

Quantitative Analysis

• Risk metrics table (VaR, Sharpe, Beta, Alpha)

• Momentum indicators (RSI, MACD, Stochastic)

• Volatility assessment (ATR, Bollinger regime)

• Embedded charts where applicable

TABLE FORMATTING - CRITICAL:

• All table cells use Paragraph objects (text wraps, never overflows)

• Column widths explicitly set to fit within 7.5" content area

• Header row: Navy background, white text, bold

• Data rows: Alternating white/light gray backgrounds

Market Research

• Company overview and positioning

• 2026 catalysts and risks

• Analyst ratings and sentiment

• Perplexity MCP integration

Portfolio Sizing (NEW)

Shows BOTH percentage AND dollar amount:

Recommended Allocation: 2-3%

For $250,000 portfolio:

  - Dollar amount: $5,000 - $7,500

  - Share count: ~25-38 shares at $200

Strategy Recommendations

• Entry strategy with price targets

• Risk management (stop-loss levels)

• Position management approach

Sources & Disclaimer - UNIFORM STANDARD

CRITICAL: Every report MUST end with this EXACT format:

─────────────────────────────────────────────────────────────

DISCLAIMER: This analysis is provided for educational and

informational purposes only. [full disclaimer text]

                Powered by Finance Guru™

              Report Date: December 18, 2025

─────────────────────────────────────────────────────────────

"Powered by Finance Guru™" is REQUIRED on every report.

Tool Usage

ChartKit.py

uv run python .claude/skills/FinanceReport/tools/ChartKit.py \

  --ticker TSLA \

  --chart-type line \

  --data-source cli

ReportGenerator.py

uv run python .claude/skills/FinanceReport/tools/ReportGenerator.py \

  --ticker TSLA \

  --portfolio-value 250000 \

  --output-dir fin-guru-private/fin-guru/analysis/reports/

Integration Points

Perplexity MCP (Sentiment & Research)

# Search for market sentiment

mcp__perplexity__search(query=f"{ticker} stock analysis 2025 catalysts risks")

# Deep reasoning for thesis

mcp__perplexity__reason(query=f"Analyze {ticker} investment thesis for 2026")

Existing Finance Guru CLI Tools

• src/analysis/risk_metrics_cli.py - VaR, CVaR, Sharpe, Sortino, Beta, Alpha

• src/utils/momentum_cli.py - RSI, MACD, Stochastic, Williams %R

• src/utils/volatility_cli.py - ATR, Bollinger Bands, Keltner Channels

• src/analysis/correlation_cli.py - Portfolio correlation matrix

User Profile

Reads portfolio value from fin-guru/data/user-profile.yaml for sizing:

• investment_portfolio.total_value = Current portfolio value

• Calculates exact dollar amounts for recommendations

Reference Files

• StyleGuide.md - Brand colors, typography, table styling

• VisGuide.md - Chart selection dictionary, labeling standards

Skill Type: Domain

Enforcement: Suggest

Priority: High

Line Count: < 200 lines