financial-report

Financial Report

Overview

Use this skill to transform completed analysis into a polished financial report with a clear investment narrative, publication-ready structure, and supporting charts. Focus on editorial packaging, visual clarity, and analytical communication rather than file conversion alone.

Quick Start

• Start only after the core investment analysis or dataset already exists.
• Identify the asset or topic, target audience, report date, author or desk if provided, and the intended stance or key takeaway.
• Decide whether the report is recommendation-led, market-update-led, valuation-led, or data-dashboard-led before writing.
• Read references/financial-report-template.md for the canonical report skeleton.
• Read references/style-rules.md for tone and section ordering.
• Read references/chart-playbook.md when the report includes indicators, OHLCV, line, pie, bar, or comparison charts.
• Read references/chart-rendering-backends.md when the report must generate chart images for downstream documents.

Core Workflow

1. Build the report frame

• Create a title that combines the subject, the main hook, and the current stance or focus.
• Add a compact metadata block with date, coverage target, time horizon, and recommendation when available.
• Write an executive summary that makes the report's main conclusion clear immediately.

2. Lead with the investment view

• Surface the recommendation, thesis, valuation stance, or market view before background detail.
• Present the main reasons to own, avoid, monitor, or rotate into the asset in concise bullets.
• Keep the report directional, not merely descriptive.

3. Organize the body like professional finance research

• Use a consistent order: summary, thesis, subject overview, key drivers, valuation or metric context, charts and exhibits, catalysts, risks, and conclusion.
• Convert raw notes into claim-evidence form rather than source-dump prose.
• Keep tables and charts close to the argument they support.