report-generator

report-generator is a skill for Claude Code from yennanliu/InvestSkill. It costs 11 tokens per session (8,130 once invoked), scanned A, original, MIT.

A tool for turning investment analysis into downloadable HTML or PDF reports with charts and interactive visualizations.

In plain words
What is it for?
Use it for executive summaries, detailed stock analyses, portfolio reviews, financial charts, valuation comparisons, and scenario tables.
Why use it?
It packages financial findings into a structured report, making trends, comparisons, valuation assumptions, portfolio allocation, and risk information easier to review or present.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the us-stock-analysis plugin — 27 skills shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/yennanliu/investskill/report-generator
Any agent
npx skills add yennanliu/InvestSkill --skill report-generator
Clone the repo
git clone --depth 1 https://github.com/yennanliu/InvestSkill

Made for: Claude Code.

Or install us-stock-analysis, the plugin that ships this one along with the rest of its 27 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for report-generator

README.md
[![agentmods](https://agentmods.dev/badge/skills/yennanliu/investskill/report-generator.svg)](https://agentmods.dev/skills/yennanliu/investskill/report-generator)
Your own site
<a href="https://agentmods.dev/skills/yennanliu/investskill/report-generator"><img src="https://agentmods.dev/badge/skills/yennanliu/investskill/report-generator.svg" alt="Measured on agentmods" height="20"></a>
Per session 11 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 8,130 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00011 $0.08130
Opus 5 $0.00005 $0.04065
Sonnet 5 $0.00002 $0.01626
Haiku 4.5 $0.00001 $0.00813

Measured 6d ago against content hash f97f49563da1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-05, from the pricing page.

Security

Grade A, and why

report-generator scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/us-stock-analysis/skills/report-generator/SKILL.md · 834 lines

How it starts

The opening of the file, as written. The whole thing — 834 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Report Generator

Generate exportable HTML/PDF reports with interactive charts and visualizations from investment analysis data.

Report Templates

  1. Executive Summary Report

    • High-level overview (1-2 pages)
    • Key metrics and investment thesis
    • Critical charts only
    • Ideal for stakeholder presentations
  2. Comprehensive Analysis Report

    • Full detailed analysis (5-10 pages)
    • All data sections and visualizations
    • Methodology and assumptions
    • Complete investment case
  3. Portfolio Review Report

    • Multi-stock comparison
    • Portfolio allocation charts
    • Risk metrics and diversification analysis
    • Performance attribution

Visualization Components

Financial Charts

  • Line Charts: Revenue/earnings trends, price history
  • Bar Charts: Quarterly comparisons, segment breakdowns
  • Stacked Area: Balance sheet composition, revenue mix
  • Waterfall Charts: Cash flow analysis, earnings bridges
  • Pie Charts: Geographic/product segment revenue split

Valuation Charts

  • Comparison Charts: P/E, P/B, EV/EBITDA vs. peers and historical averages
  • DCF Sensitivity Tables: Value ranges under different scenarios
  • Multiple Expansion/Contraction: Historical valuation bands

Technical Charts

  • Price Charts: Candlesticks with moving averages overlay
  • Volume Bars: Trading volume patterns
  • Indicator Panels: RSI, MACD, Bollinger Bands
  • Support/Resistance: Key price levels annotated

HTML Report Structure

Generate standalone HTML file with the following structure:

<!DOCTYPE html>
<html lang="en">
<head>
    <meta charset="UTF-8">
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <title>Investment Analysis Report - [TICKER] - [DATE]</title>

    <script src="https://cdn.jsdelivr.net/npm/[email protected]/dist/chart.umd.min.js"></script>

    <style>
        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&family=JetBrains+Mono:wght@400;600&display=swap');

        :root {
            --navy:          #0F172A;
            --navy-mid:      #1E293B;
            --sky:           #0284C7;
            --sky-light:     #E0F2FE;
            --teal:          #0D9488;
            --teal-light:    #CCFBF1;
            --emerald:       #059669;
            --emerald-light: #D1FAE5;
            --red:           #DC2626;
            --red-light:     #FEE2E2;
            --amber:         #D97706;
            --amber-light:   #FEF3C7;
            --slate:         #64748B;
            --slate-light:   #F1F5F9;
            --border:        #E2E8F0;
            --text-primary:  #0F172A;
            --text-secondary:#475569;
            --text-muted:    #94A3B8;
            --grad-hero:     linear-gradient(135deg, #0F172A 0%, #1E3A5F 55%, #0284C7 100%);
            --grad-accent:   linear-gradient(90deg, #0284C7, #0D9488);
            --shadow-sm:     0 1px 3px rgba(0,0,0,.08), 0 1px 2px rgba(0,0,0,.05);
            --shadow-md:     0 4px 16px rgba(0,0,0,.08), 0 2px 8px rgba(0,0,0,.04);
        }

        * { margin: 0; padding: 0; box-sizing: border-box; }

        body {
            font-family: 'Inter', -apple-system, BlinkMacSystemFont, sans-serif;
            line-height: 1.6;
            color: var(--text-primary);
            background: #F8FAFC;
        }

        /* ── HERO ── */
        .report-hero {
            background: var(--grad-hero);
            padding: 56px 48px 48px;
            position: relative;
            overflow: hidden;
        }
        .report-hero::before {
            content: '';
            position: absolute; top: -80px; right: -80px;
            width: 420px; height: 420px; border-radius: 50%;
            background: rgba(2,132,199,.12);
        }
        .report-hero::after {
            content: '';
            position: absolute; bottom: -60px; left: -40px;
            width: 300px; height: 300px; border-radius: 50%;
            background: rgba(13,148,136,.10);
        }
        .hero-inner { position: relative; z-index: 1; max-width: 1100px; margin: 0 auto; }
        .hero-badge {
            display: inline-flex; align-items: center; gap: 6px;
            background: rgba(2,132,199,.18);
            border: 1px solid rgba(2,132,199,.35);
            color: #7DD3FC;
            font-size: 11px; font-weight: 600; letter-spacing: 1.2px; text-transform: uppercase;
            padding: 4px 14px; border-radius: 20px; margin-bottom: 22px;
        }
        .hero-ticker {
            font-size: 72px; font-weight: 800; color: #fff;
            letter-spacing: -2px; line-height: 1;
            font-family: 'JetBrains Mono', monospace;
        }
        .hero-company { font-size: 19px; font-weight: 400; color: rgba(255,255,255,.65); margin-top: 8px; }
        .hero-rule {
            width: 48px; height: 3px;
            background: var(--grad-accent); border-radius: 2px;
            margin: 24px 0;
        }
        .hero-meta { display: flex; flex-wrap: wrap; gap: 28px; }
        .hero-meta-item { display: flex; flex-direction: column; gap: 3px; }
        .hero-meta-label {
            font-size: 9px; font-weight: 700; letter-spacing: 1.2px;
            text-transform: uppercase; color: rgba(255,255,255,.38);
        }
        .hero-meta-value { font-size: 13px; font-weight: 500; color: rgba(255,255,255,.82); }

        /* ── BODY ── */
        .report-body { max-width: 1100px; margin: 0 auto; padding: 40px 24px 80px; }

        /* ── TABLE OF CONTENTS ── */
        .toc {
            background: #fff; border: 1px solid var(--border);
            border-radius: 12px; padding: 28px 32px;
            margin-bottom: 32px; box-shadow: var(--shadow-sm);
        }
        .toc-label {
            font-size: 10px; font-weight: 700; letter-spacing: 1.6px;
            text-transform: uppercase; color: var(--text-muted); margin-bottom: 14px;
        }
        .toc-grid {
            list-style: none;
            display: grid; grid-template-columns: repeat(auto-fill, minmax(210px, 1fr)); gap: 8px 24px;
        }
        .toc-grid a {
            font-size: 13px; font-weight: 500; color: var(--sky);
            text-decoration: none; display: flex; align-items: center; gap: 6px;
        }
        .toc-grid a::before { content: '›'; font-size: 14px; color: var(--text-muted); }
        .toc-grid a:hover { color: var(--teal); }

        /* ── SECTION CARD ── */
        .section {
            background: #fff; border: 1px solid var(--border);
            border-radius: 12px; padding: 32px;
            margin-bottom: 20px; box-shadow: var(--shadow-sm);
            page-break-inside: avoid;
        }
        .section-head {
            display: flex; align-items: center; gap: 12px;
            margin-bottom: 24px; padding-bottom: 18px;
            border-bottom: 1px solid var(--border);
        }
        .section-icon {
            width: 36px; height: 36px; border-radius: 8px;
            background: var(--sky-light);
            display: flex; align-items: center; justify-content: center;
            font-size: 17px; flex-shrink: 0;
        }
        .section-title { font-size: 18px; font-weight: 700; color: var(--navy); letter-spacing: -.3px; }
        .section-sub   { font-size: 12px; color: var(--text-muted); margin-top: 2px; }
        .section-num {
            margin-left: auto;
            font-size: 11px; font-weight: 600;
            font-family: 'JetBrains Mono', monospace;
            color: var(--text-muted);
            background: var(--slate-light);
            padding: 2px 9px; border-radius: 4px;
        }

        /* ── METRIC CARDS ── */
        .metrics-grid {
            display: grid; grid-template-columns: repeat(auto-fit, minmax(175px, 1fr));
            gap: 16px; margin: 24px 0;
        }
        .metric-card {
            background: var(--slate-light); border: 1px solid var(--border);
            border-radius: 10px; padding: 20px;
            transition: box-shadow .2s;
        }
        .metric-card:hover { box-shadow: var(--shadow-md); }
        .metric-card.positive { border-top: 3px solid var(--emerald); }
        .metric-card.negative { border-top: 3px solid var(--red); }
        .metric-card.neutral  { border-top: 3px solid var(--sky); }
        .metric-card.warning  { border-top: 3px solid var(--amber); }
        .metric-label {
            font-size: 10px; font-weight: 600; letter-spacing: .8px;
            text-transform: uppercase; color: var(--text-muted); margin-bottom: 8px;
        }
        .metric-value {
            font-size: 26px; font-weight: 800; color: var(--navy);
            letter-spacing: -.5px;
            font-family: 'JetBrains Mono', monospace;
        }
        .metric-delta {
            font-size: 11px; font-weight: 600; margin-top: 6px;
            display: flex; align-items: center; gap: 3px;
        }
        .metric-delta.up   { color: var(--emerald); }
        .metric-delta.down { color: var(--red); }
        .metric-delta.flat { color: var(--text-muted); }
        .metric-ctx { font-size: 11px; color: var(--text-muted); margin-top: 4px; }

        /* ── CHART CONTAINER ── */
        .chart-wrap {
            background: #fff; border: 1px solid var(--border);
            border-radius: 10px; padding: 24px; margin: 20px 0;
            box-shadow: var(--shadow-sm);
        }
        .chart-label {
            font-size: 11px; font-weight: 600; letter-spacing: .6px;
            text-transform: uppercase; color: var(--text-muted); margin-bottom: 16px;
        }
        .chart-canvas { position: relative; height: 320px; }

        /* ── TABLES ── */
        .table-scroll { overflow-x: auto; border-radius: 8px; border: 1px solid var(--border); margin: 16px 0; }
        table { width: 100%; border-collapse: collapse; font-size: 13px; }
        thead th {
            background: var(--navy); color: rgba(255,255,255,.80);
            padding: 11px 14px; text-align: left;
            font-size: 10px; font-weight: 600; letter-spacing: .7px; text-transform: uppercase;
            white-space: nowrap;
        }
        tbody tr:nth-child(even) { background: var(--slate-light); }
        tbody tr:hover           { background: var(--sky-light); }
        tbody td { padding: 10px 14px; border-bottom: 1px solid var(--border); }
        tbody tr:last-child td   { border-bottom: none; }
        .td-pos  { color: var(--emerald); font-weight: 600; }
        .td-neg  { color: var(--red);     font-weight: 600; }
        .td-mono { font-family: 'JetBrains Mono', monospace; font-size: 12px; }

        /* ── CALLOUT / HIGHLIGHT ── */
        .callout {
            border-left: 4px solid var(--sky); background: var(--sky-light);
            border-radius: 0 8px 8px 0; padding: 14px 18px;
            margin: 14px 0; font-size: 14px; color: var(--text-secondary);
        }
        .callout.warn    { border-color: var(--amber); background: var(--amber-light); }
        .callout.danger  { border-color: var(--red);   background: var(--red-light);   }
        .callout.success { border-color: var(--emerald); background: var(--emerald-light); }

        /* ── TAGS ── */
        .tag { display: inline-block; padding: 2px 9px; border-radius: 4px; font-size: 11px; font-weight: 600; }
        .tag-buy  { background: var(--emerald-light); color: var(--emerald); }
        .tag-sell { background: var(--red-light);     color: var(--red);     }
        .tag-hold { background: var(--amber-light);   color: var(--amber);   }
        .tag-info { background: var(--sky-light);     color: var(--sky);     }

        /* ── INVESTMENT SIGNAL BOX ── */
        .signal-box {
            background: var(--navy); border-radius: 12px;
            padding: 32px 36px; margin: 32px 0;
            position: relative; overflow: hidden;
        }
        .signal-box::before {
            content: '';
            position: absolute; top: 0; left: 0; right: 0; height: 3px;
            background: var(--grad-accent);
        }
        .signal-box.bullish .signal-watermark { color: rgba( 52,211,153,.07); }
        .signal-box.bearish .signal-watermark { color: rgba(248,113,113,.07); }
        .signal-box.neutral .signal-watermark { color: rgba(148,163,184,.07); }
        .signal-watermark {
            position: absolute; right: 28px; top: 50%;
            transform: translateY(-50%);
            font-size: 108px; font-weight: 800; letter-spacing: -4px;
            font-family: 'JetBrains Mono', monospace;
            pointer-events: none; user-select: none;
        }
        .signal-eyebrow {
            font-size: 9px; font-weight: 700; letter-spacing: 2px;
            text-transform: uppercase; color: rgba(255,255,255,.35);
            margin-bottom: 10px;
        }
        .signal-verdict {
            font-size: 44px; font-weight: 800; letter-spacing: -1.5px;
            font-family: 'JetBrains Mono', monospace;
            margin-bottom: 24px;
        }
        .signal-verdict.bullish { color: #34D399; }
        .signal-verdict.bearish { color: #F87171; }
        .signal-verdict.neutral { color: #94A3B8; }
        .signal-stats {
            display: flex; flex-wrap: wrap; gap: 20px 36px;
        }
        .signal-stat { display: flex; flex-direction: column; gap: 4px; }
        .signal-stat-label {
            font-size: 9px; font-weight: 700; letter-spacing: 1.2px;
            text-transform: uppercase; color: rgba(255,255,255,.35);
        }
        .signal-stat-val { font-size: 14px; font-weight: 700; color: rgba(255,255,255,.88); }
        .score-track {
            background: rgba(255,255,255,.12);
            border-radius: 3px; height: 5px; margin-top: 7px; overflow: hidden;
        }
        .score-fill {
            height: 100%; border-radius: 3px;
            background: var(--grad-accent);
        }

        /* ── FOOTER ── */
        .report-footer {
            border-top: 1px solid var(--border);
            padding-top: 24px; margin-top: 48px;
            display: flex; gap: 20px; align-items: flex-start;
        }
        .footer-disc {
            font-size: 11px; color: var(--text-muted); line-height: 1.75; flex: 1;
        }
        .footer-brand {
            font-size: 11px; font-weight: 600; color: var(--text-muted);
            white-space: nowrap; text-align: right; line-height: 1.6;
        }

        /* ── PRINT ── */
        @media print {
            body { background: #fff; }
            .report-hero { -webkit-print-color-adjust: exact; print-color-adjust: exact; }
            .section { box-shadow: none; }
            .chart-canvas { height: 260px; }
        }

        /* ── RESPONSIVE ── */
        @media (max-width: 768px) {
            .report-hero { padding: 36px 24px 32px; }
            .hero-ticker { font-size: 48px; }
            .report-body { padding: 24px 16px 48px; }
            .section { padding: 20px; }
            .metrics-grid { grid-template-columns: repeat(2, 1fr); }
            .signal-watermark { display: none; }
        }
    </style>
</head>
<body>

    <!-- HERO HEADER -->
    <div class="report-hero">
        <div class="hero-inner">
            <div class="hero-badge">&#9679;&nbsp; Investment Analysis Report</div>
            <div class="hero-ticker">[TICKER]</div>
            <div class="hero-company">[Company Full Name] &nbsp;·&nbsp; [Exchange]</div>
            <div class="hero-rule"></div>
            <div class="hero-meta">
                <div class="hero-meta-item">
                    <span class="hero-meta-label">Report Date</span>
                    <span class="hero-meta-value">[DATE]</span>
                </div>
                <div class="hero-meta-item">
                    <span class="hero-meta-label">Report Type</span>
                    <span class="hero-meta-value">[TYPE]</span>
                </div>
                <div class="hero-meta-item">
                    <span class="hero-meta-label">Analyst</span>
                    <span class="hero-meta-value">Claude Investment Analysis</span>
                </div>
                <div class="hero-meta-item">
                    <span class="hero-meta-label">Price at Report</span>
                    <span class="hero-meta-value">$[PRICE]</span>
                </div>
            </div>
        </div>
    </div>

    <div class="report-body">

        <!-- Table of Contents -->
        <div class="toc">
            <div class="toc-label">Contents</div>
            <ul class="toc-grid">
                <li><a href="#summary">Executive Summary</a></li>
                <li><a href="#financials">Financial Performance</a></li>
                <li><a href="#valuation">Valuation Analysis</a></li>
                <li><a href="#technical">Technical Analysis</a></li>
                <li><a href="#risks">Risk Factors</a></li>
                <li><a href="#signal">Investment Signal</a></li>
            </ul>
        </div>

        <!-- 01 Executive Summary -->
        <div class="section" id="summary">
            <div class="section-head">
                <div class="section-icon">📋</div>
                <div>
                    <div class="section-title">Executive Summary</div>
                    <div class="section-sub">Key investment thesis and highlights</div>
                </div>
                <span class="section-num">01</span>
            </div>

            [Summary content]

            <div class="metrics-grid">
                <div class="metric-card positive">
                    <div class="metric-label">Revenue (TTM)</div>
                    <div class="metric-value">$[X]B</div>
                    <div class="metric-delta up">▲ [X]% YoY</div>
                </div>
                <div class="metric-card positive">
                    <div class="metric-label">Net Income</div>
                    <div class="metric-value">$[X]B</div>
                    <div class="metric-delta up">▲ [X]% YoY</div>
                </div>
                <div class="metric-card neutral">
                    <div class="metric-label">P/E Ratio</div>
                    <div class="metric-value">[X]x</div>
                    <div class="metric-ctx">vs sector [X]x</div>
                </div>
                <div class="metric-card neutral">
                    <div class="metric-label">Market Cap</div>
                    <div class="metric-value">$[X]T</div>
                    <div class="metric-ctx">[Exchange]</div>
                </div>
            </div>
        </div>

        <!-- 02 Financial Performance -->
        <div class="section" id="financials">
            <div class="section-head">
                <div class="section-icon">📊</div>
                <div>
                    <div class="section-title">Financial Performance</div>
                    <div class="section-sub">Revenue, earnings, and margin trends</div>
                </div>
                <span class="section-num">02</span>
            </div>

            <div class="chart-wrap">
                <div class="chart-label">Revenue &amp; Net Income — Annual ($B)</div>
                <div class="chart-canvas">
                    <canvas id="revenueChart"></canvas>
                </div>
            </div>

            [Analysis content]
        </div>

        <!-- 03 Valuation -->
        <div class="section" id="valuation">
            <div class="section-head">
                <div class="section-icon">💰</div>
                <div>
                    <div class="section-title">Valuation Analysis</div>
                    <div class="section-sub">DCF, multiples, and comparable companies</div>
                </div>
                <span class="section-num">03</span>
            </div>
            [Valuation content]
        </div>

        <!-- 04 Technical Analysis -->
        <div class="section" id="technical">
            <div class="section-head">
                <div class="section-icon">📈</div>
                <div>
                    <div class="section-title">Technical Analysis</div>
                    <div class="section-sub">Price action, indicators, and key levels</div>
                </div>
                <span class="section-num">04</span>
            </div>
            [Technical content]
        </div>

        <!-- 05 Risk Factors -->
        <div class="section" id="risks">
            <div class="section-head">
                <div class="section-icon">⚠️</div>
                <div>
                    <div class="section-title">Risk Factors</div>
                    <div class="section-sub">Key risks and mitigating considerations</div>
                </div>
                <span class="section-num">05</span>
            </div>
            [Risk content]
        </div>

        <!-- Investment Signal -->
        <div class="signal-box bullish" id="signal">
            <div class="signal-watermark">BULLISH</div>
            <div class="signal-eyebrow">Investment Signal</div>
            <div class="signal-verdict bullish">BULLISH</div>
            <div class="signal-stats">
                <div class="signal-stat">
                    <span class="signal-stat-label">Confidence</span>
                    <span class="signal-stat-val">HIGH</span>
                </div>
                <div class="signal-stat">
                    <span class="signal-stat-label">Time Horizon</span>
                    <span class="signal-stat-val">LONG-TERM</span>
                </div>
                <div class="signal-stat">
                    <span class="signal-stat-label">Action</span>
                    <span class="signal-stat-val">BUY</span>
                </div>
                <div class="signal-stat">
                    <span class="signal-stat-label">Conviction</span>
                    <span class="signal-stat-val">STRONG</span>
                </div>
                <div class="signal-stat">
                    <span class="signal-stat-label">Score</span>
                    <span class="signal-stat-val">8.4 / 10</span>
                    <div class="score-track">
                        <div class="score-fill" style="width: 84%"></div>
                    </div>
                </div>
            </div>
        </div>

        <!-- Footer -->
        <div class="report-footer">
            <div class="footer-disc">
                <strong>Disclaimer:</strong> This report is generated by an AI assistant for informational purposes only
                and does not constitute financial advice, a solicitation, or an offer to buy or sell any security.
                Past performance is not indicative of future results. All investments carry risk.
                Consult a licensed financial advisor before making investment decisions.
            </div>
            <div class="footer-brand">
                InvestSkill<br>Claude Investment Analysis
            </div>
        </div>

    </div><!-- /.report-body -->

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</body>
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Read the full file on GitHub · 834 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen · 834 lines · 11 tokens per session scan A f97f49563da1

Subscribe to this mod's changes

report-generator is a skill published in the GitHub repository yennanliu/InvestSkill (199 stars, last pushed yesterday), licensed MIT. It adds 11 tokens to every session and 8,130 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.