agent-skill-creator/examples/financial-analysis-suite-cskill/reporting-cskill/SKILL.md

name	description
financial-reporting	Component skill for generating professional financial reports with charts, analysis summaries, investment recommendations, and automated distribution capabilities.

Financial Reporting

This component skill creates comprehensive financial reports integrating analysis from all suite components.

When to Use This Component Skill

Use this skill when you need to:

• Generate professional investment reports
• Create portfolio performance summaries
• Produce market analysis documents
• Automate report distribution
• Create presentations for clients/stakeholders
• Document investment recommendations

Report Types

Portfolio Reports

• Performance Summary: Returns, risk, benchmark comparison
• Allocation Analysis: Current vs target allocation
• Attribution Analysis: Source of returns
• Risk Report: Risk metrics and stress test results

Market Analysis Reports

• Market Overview: Economic and market conditions
• Sector Analysis: Industry performance and outlook
• Technical Analysis Report: Indicators and signals
• Opportunity Analysis: Investment ideas and recommendations

Client Reports

• Investment Summary: Portfolio status and outlook
• Recommendation Report: Specific investment suggestions
• Market Commentary: Current market perspective
• Performance Review: Historical performance analysis

Report Components

Executive Summary

• Key findings and highlights
• Performance overview
• Risk assessment
• Actionable recommendations

Detailed Analysis

• Methodology and approach
• Data sources and validation
• Analytical techniques used
• Assumptions and limitations

Visualizations

• Portfolio allocation charts
• Performance graphs
• Risk-return scatter plots
• Correlation heatmaps
• Technical analysis charts

Appendices

• Raw data tables
• Technical calculations
• Methodology details
• Glossary of terms

Usage Examples

Portfolio performance report: "Generate monthly portfolio performance report for client XYZ"

Market analysis: "Create quarterly market outlook report with technical analysis"

Investment recommendations: "Produce investment recommendation report for tech sector allocation"

Client presentation: "Create investor presentation with portfolio summary and market outlook"

Scripts Available

• scripts/report_generator.py - Main report generation engine
• scripts/chart_creator.py - Chart and visualization creation
• scripts/template_engine.py - Template processing
• scripts/pdf_exporter.py - PDF generation and formatting
• scripts/email_sender.py - Automated report distribution

Templates

Report Templates

• templates/portfolio_report.html - Standard portfolio report
• templates/market_analysis.html - Market analysis report
• templates/client_summary.html - Client-facing summary
• templates/investment_presentation.pptx - Investment presentation

Customization

• Company branding and logos
• Custom color schemes
• Flexible layout options
• Multi-language support

Integration

This component skill integrates with:

• Data Acquisition: Provides data for analysis
• Technical Analysis: Supplies technical indicators and signals
• Portfolio Optimizer: Delivers optimization results and recommendations

Configuration

Configuration in config/reporting.json:

{
  "reporting": {
    "default_template": "portfolio_report",
    "company": {
      "name": "Your Company",
      "logo": "assets/logo.png",
      "brand_color": "#1f77b4"
    },
    "output": {
      "format": ["pdf", "html"],
      "include_raw_data": false,
      "chart_style": "seaborn"
    },
    "distribution": {
      "auto_send": false,
      "email_template": "templates/email.html"
    }
  }
}

Output Formats

• PDF: Professional printable reports
• HTML: Interactive web reports
• PowerPoint: Presentation slides
• Excel: Data tables and calculations
• Word: Document format reports

Automation Features

• Scheduled Reports: Automated periodic report generation
• Alert Reports: Trigger-based reports for market events
• Distribution Lists: Automatic email delivery to stakeholders
• Archiving: Report storage and retrieval system

Quality Assurance

• Data validation and verification
• Calculation accuracy checks
• Consistency validation across sections
• Review and approval workflows
• Version control and audit trail

This is a Component Skill within the Financial Analysis Suite - specialized in professional report generation and communication.