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Financial Research Report Writer

Writes structured, professional-style financial research reports in Markdown, with optional PDF export.

Source Download skill
Repository
HKUDS/Vibe-Trading
Stars
37,433
Licence
MIT
Files
1 file

What it does

Once installed, the agent writes financial research reports in the style used by securities firms and asset managers. Each report follows a standard layout: a summary, core views, main analysis, a data appendix, risk warnings and an investment recommendation. The skill also supplies a rating scale, Markdown table and number formatting rules, and finance terminology. When a PDF is requested, it saves the report through a file-writing tool that renders a paginated PDF.

Great for

  • Analysts who want a fast first draft of a stock, industry, strategy or backtest report
  • Students or readers learning how sell-side style research is organised and rated
  • Teams in the Vibe-Trading platform that need consistent report formatting and PDF output

Skip it if

  • Real investment decisions without human review: the skill produces AI-generated analysis that can contain errors, and its own disclaimer says it is not investment advice
  • Regulated publication of research, since it does not add compliance review or sourcing checks

Try asking

  • “Write a deep-dive stock report on a company, with a rating and target price”
  • “Produce an industry research note on the semiconductor sector with recommended names”
  • “Summarise a completed backtest into a report with risks and improvement suggestions”
  • “Save the strategy outlook report as a PDF”
Step-by-step guide: how to use Financial Research Report WriterInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the MIT licence and an attribution note.

    report-generate.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip report-generate.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip report-generate.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Give the agent specific data (prices, financials, backtest results) so the report is grounded rather than generic
  • Check every figure, rating and target price against a primary source before using the report
  • Ask for the Markdown version first, then request PDF export once you are happy with the content

What's inside

  • SKILL.md

Redistributed unmodified from HKUDS/Vibe-Trading under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.