How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Which agent frameworks does financereport support?

financereport works with any agent framework supported by the Skills registry, including Claude Code, Cursor, GitHub Copilot, Cline, Codex, and Gemini CLI.

Is financereport free to use?

Yes. financereport is free to install and use. It is available from the open explainx.ai skill registry published by aojdevstudio.

Where can I read ratings and reviews for financereport?

Community ratings and review text appear on this explainx.ai skill page below the description. Reviews use a 1–5 scale and may include short written feedback from signed-in members.

How do I install financereport?

Run `npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport` in your terminal. You need to have run `npx skills init` once in your project first.

Productivity

financereport▌

aojdevstudio/finance-guru · updated Apr 8, 2026

MDX-style export adds YAML metadata + attribution linking explainx.ai and this canonical listing URL.

$npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport

0 commentsdiscussion

summary

Generate institutional-quality PDF investment reports for stocks and ETFs with embedded charts and portfolio sizing.

›Produces 8–10 page reports with VGT-style branding, executive summary, quantitative analysis tables, and strategy recommendations
›Integrates Perplexity MCP for market sentiment and catalyst research, plus built-in quant tools for risk metrics, momentum indicators, and volatility assessment
›Supports three workflows: single ticker reports, batch regeneration across watch

skill.md

FinanceReport

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

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`

Examples

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

how to use financereport

How to use financereport on Cursor

AI-first code editor with Composer

Prerequisites

Before installing skills in Cursor, ensure your development environment meets these requirements:

›Cursor installed and configured on your development machine
›Node.js version 16.0+ with npm package manager (verify with node --version)
›Active project directory or workspace where you want to add financereport

Execute installation command

Execute the skills CLI command in your project's root directory to begin installation:

$npx skills add https://github.com/aojdevstudio/finance-guru --skill financereport

The skills CLI fetches financereport from GitHub repository aojdevstudio/finance-guru and configures it for Cursor.

Select Cursor when prompted

The CLI will show a list of available agents. Use arrow keys to navigate and space to select Cursor:

◆ Which agents do you want to install to?

│

│ ── Universal (.agents/skills) ── always included ────

│ • Amp

│ • Antigravity

│ • Cline

│ • Codex

│ ●Cursor(selected)

│ • Cursor

│ • Windsurf

Verify installation

Confirm successful installation by checking the skill directory location:

.cursor/skills/financereport

Reload or restart Cursor to activate financereport. Access the skill through slash commands (e.g., /financereport) or your agent's skill management interface.

⚠

Security & Verification Notice

We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.

Skills execute code in your development environment. Always verify the publisher's identity, review recent commits, and test in isolated environments before production deployment.

Additional Resources

›View source code on GitHub ›Skills CLI documentation ›Learn more about Cursor ›What are agent skills?

List & Monetize Your Skill

Submit your Claude Code skill and start earning

GET_STARTED →

Use Cases▌

User Story & Requirements Generation

Create detailed user stories, acceptance criteria, and feature specs

Example

Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios

✓

Reduce spec writing time by 50%, ensure comprehensive coverage

Competitive Analysis

Research competitors, compare features, identify gaps

Example

Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities

✓

Complete competitive research in 2 hours instead of 2 days

Roadmap Prioritization

Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs

Example

Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale

✓

Make data-driven prioritization decisions faster

Stakeholder Communication

Draft PRDs, status updates, and stakeholder presentations

Example

Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement

✓

Save 3-5 hours/week on communication overhead

Implementation Guide▌

Prerequisites

›Claude Desktop or compatible AI client
›Access to product documentation and roadmap tools (Jira, Notion, etc.)
›Understanding of product management frameworks (RICE, Jobs-to-be-Done, etc.)
›Stakeholder contact information and communication channels

Time Estimate

30-60 minutes to see productivity improvements

Installation Steps

1.Install product management skill
2.Start with user story generation for known feature
3.Progress to competitive analysis: research 2-3 competitors
4.Use for roadmap prioritization: apply RICE/ICE scoring
5.Draft stakeholder communications and refine based on feedback
6.Build template library for recurring PM tasks
7.Share effective prompts with product team

Common Pitfalls

⚠Not validating competitive research—verify facts before sharing
⚠Accepting user stories without involving engineering team
⚠Over-relying on frameworks without qualitative judgment
⚠Not customizing outputs to company culture and communication style
⚠Skipping stakeholder validation of generated requirements

Best Practices▌

✓ Do

+Validate research and competitive analysis with real data
+Collaborate with engineering when generating technical requirements
+Customize frameworks and templates to your company context
+Use skill for first drafts, refine with stakeholder input
+Document successful prompt patterns for PM tasks
+Combine AI efficiency with human judgment and intuition

✗ Don't

−Don't publish competitive analysis without fact-checking
−Don't finalize user stories without engineering review
−Don't make prioritization decisions solely on AI scoring
−Don't skip customer validation of generated requirements
−Don't ignore company-specific context and culture

💡 Pro Tips

★Provide context: company goals, constraints, customer feedback
★Ask for alternatives: 'Show 3 ways to prioritize this roadmap'
★Request stakeholder-specific formatting: 'Executive summary vs. engineering spec'
★Use skill for 70% generation + 30% customization to company needs

When to Use This▌

✓ Use When

Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.

✗ Avoid When

Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.

Learning Path▌

1Basic: user stories, feature specs, status updates
2Intermediate: competitive analysis, prioritization frameworks, PRDs
3Advanced: product strategy, go-to-market planning, OKR setting
4Expert: product vision, market positioning, business model innovation

Discussion

Product Hunt–style comments (not star reviews)

No comments yet — start the thread.

general reviews

Ratings

4.4★★★★★57 reviews

★★★★★Ganesh Mohane· Dec 28, 2024
financereport fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
★★★★★Arjun Rao· Dec 24, 2024
financereport has been reliable in day-to-day use. Documentation quality is above average for community skills.
★★★★★Hiroshi Kapoor· Dec 16, 2024
financereport fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
★★★★★Maya Torres· Dec 8, 2024
We added financereport from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
★★★★★Camila Sharma· Dec 8, 2024
Solid pick for teams standardizing on skills: financereport is focused, and the summary matches what you get after install.
★★★★★Maya Kim· Dec 4, 2024
financereport reduced setup friction for our internal harness; good balance of opinion and flexibility.
★★★★★Amina Iyer· Nov 27, 2024
financereport reduced setup friction for our internal harness; good balance of opinion and flexibility.
★★★★★Yusuf Okafor· Nov 23, 2024
We added financereport from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
★★★★★Sakshi Patil· Nov 19, 2024
Registry listing for financereport matched our evaluation — installs cleanly and behaves as described in the markdown.
★★★★★Camila Jackson· Nov 7, 2024
Registry listing for financereport matched our evaluation — installs cleanly and behaves as described in the markdown.

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