Agent skill

Finance Report

by AojdevStudio in AojdevStudio/Finance-Guru

Generate institutional-quality PDF analysis reports for stocks and ETFs.

Custom licenceAuto-check passedBusiness, Finance & HR

Install Finance Report

skills CLI
$ npx skills add AojdevStudio/Finance-Guru --skill finance-report -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install AojdevStudio/Finance-Guru finance-report --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/FinanceReport .claude/skills/finance-report && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
finance-report
GitHub stars
322
Token cost
~1.7k tokens
SKILL.md length
388 words
Files
10
Skills in repo
18
Repo updated
First seen
Licence
Custom licence

At a glance

Generate institutional-quality PDF analysis reports for stocks and ETFs.

  • User mentions generate report
  • SKILL.md covers Capability probe, Workflow Routing, Examples and Report Structure (8-10 Pages), plus 3 more sections
  • Runs Python scripts from its folder; calls uv
  • Watchlist analysis

What it does

Finance Report is an agent skill from AojdevStudio/Finance-Guru. Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.

Its SKILL.md is about 1.7k tokens, which your agent loads only when the skill is triggered. The skill folder holds 11 other files (for example `StyleGuide.md`, `VisGuide.md` and `tools/ChartKit.help.md`).

It sits in Business, Finance & HR, covering Stock and market analysis, Web search and PDF. It works with Perplexity. The repository describes itself as: Self-hosted family office engine: typed Python calculators, a private SQLite ledger, and specialist agents for Claude Code and Codex. Agents propose. Typed code computes.

When your agent uses it

  • User mentions generate report
  • Watchlist analysis
  • Regenerate reports

Example prompts

  • “/finance-report”

Requirements

  • Python 3

What it can do on your machine

Read from SKILL.md and the folder at commit 90c235e. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships script files (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • uv

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md. Its commands use uv, which can reach the network depending on how they are called.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Finance Report loads about 1.7k tokens when it runs. Until then it costs about 79 tokens; SKILL.md has 388 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~79
When it runs · the whole SKILL.md, loaded when a task matches
~1.7k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 388 words (~1,730 tokens).

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

— opening of SKILL.md by AojdevStudio, Custom licence
name
finance-report

Read the full SKILL.md on GitHub

Files

SKILL.md and 9 other files in .claude/skills/FinanceReport of AojdevStudio/Finance-Guru.

  • SKILL.md
  • StyleGuide.md
  • VisGuide.md
  • tools/ChartKit.help.md
  • tools/ChartKit.py
  • tools/ReportGenerator.help.md
  • tools/ReportGenerator.py
  • workflows/FullResearchWorkflow.md
  • workflows/GenerateSingleReport.md
  • workflows/RegenerateBatch.md

Open the folder on GitHubat commit 90c235e

Compare with similar skills

Finance Report next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Finance Report compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Finance Report this skillAojdevStudio/Finance-Guru322—~1.7kAutomated safety check: PassCustom licence
Report Stockstaskh/trading_skills374—~880Automated safety check: PassMIT
Pay Via Agent Walletcirclefin/skills155—~3.9kAutomated safety check: PassApache-2.0
Jev SEOAgriciDaniel/jev-seo515—~2.5kAutomated safety check: NotesMIT
Stock Tip Scam Detectorwbh604/UZI-Skill7.1k—~450Automated safety check: PassMIT
Market Datazhongkaifu/TensorSharp553—~1kAutomated safety check: PassBSD-3-Clause

Similar skills

  • Report Stock

    staskh/trading_skills

    Generate comprehensive stock analysis report (PDF or markdown) with trend, PMCC, and fundamental analysis

    374 GitHub stars~880 tokensUpdated 9 days ago
    Business, Finance & HRAuto-check passed
  • Pay Via Agent Wallet

    circlefin/skills

    A skill your agent uses when the user wants to call a paid API, look something up online, search for data, get prices, odds, or stats, or use any paid service with automatic USDC payment.

    155 GitHub stars~3.9k tokensUpdated 21 days ago
    Business, Finance & HRAuto-check passed
  • Jev SEO

    AgriciDaniel/jev-seo

    Full live SEO audit of any website from its homepage URL, powered by Jev (TypeSafe's System One model).

    515 GitHub stars~2.5k tokensUpdated 15 days ago
    Documents & OfficeAuto-check: notes
  • Stock Tip Scam Detector

    wbh604/UZI-Skill

    Scans eight warning signs behind a stock tip from a friend, chat group or online teacher and returns a four-level risk rating with evidence.

    7.1k GitHub stars~450 tokensUpdated 1 mo ago
    Business, Finance & HRAuto-check passed
  • Market Data

    zhongkaifu/TensorSharp

    Use only for current stock/share prices, ticker quotes, and financial market movers (gainers, losers, most-traded shares).

    553 GitHub stars~1k tokensUpdated today
    Business, Finance & HRAuto-check passed
  • Breadth Chart Analyst

    tradermonty/claude-trading-skills

    This skill should be used when analyzing market breadth charts, specifically the S&P 500 Breadth Index (200-Day MA based) and the US Stock Market Uptrend Stock Ratio charts.

    3k GitHub starsUsed in 1 repo~8.1k tokens
    Business, Finance & HRAuto-check passed

More from AojdevStudio/Finance-Guru

All 18 skills in this repo
  • Compliance Scan

    AojdevStudio/Finance-Guru

    Privacy and security compliance scanner for the Finance Guru repo.

    322 GitHub stars~2.6k tokensUpdated today
    Auto-check: notes
  • Dividend Tracking

    AojdevStudio/Finance-Guru

    Refresh the local DB, then read and analyze DIVIDEND rows from familyoffice.db for Layer 2 income tracking.

    322 GitHub stars~1.2k tokensUpdated today
    Auto-check passed
  • Fin Guru Compliance Review

    AojdevStudio/Finance-Guru

    Compliance review of a Finance Guru deliverable or a proposed position.

    322 GitHub stars~801 tokensUpdated today
    Auto-check passed
  • Fin Guru Output Contract

    AojdevStudio/Finance-Guru

    The six-part shape of every Finance Guru analysis answer: bottom line, a numbers table that names the source command, assumptions and gaps, confidence, evidence, and the disclaimer.

    322 GitHub stars~529 tokensUpdated today
    Auto-check passed
  • Fin Guru Quant Analysis

    AojdevStudio/Finance-Guru

    Quantitative analysis of tickers or the portfolio through the engine's calculators.

    322 GitHub stars~838 tokensUpdated today
    Auto-check passed
  • Fin Guru Strategize

    AojdevStudio/Finance-Guru

    Turn research and quantitative results into a portfolio strategy with allocation changes, entry timing, position sizing, margin and dividend tactics, and an implementation plan with triggers.

    322 GitHub stars~825 tokensUpdated today
    Auto-check passed

Works with

Questions about Finance Report

What does Finance Report do?

Generate institutional-quality PDF analysis reports for stocks and ETFs. Finance Report is an agent skill from AojdevStudio/Finance-Guru. Generate institutional-quality PDF analysis reports for stocks and ETFs.

When should I use Finance Report?

Finance Report fits situations like: user mentions generate report; watchlist analysis; regenerate reports.

How do I install Finance Report in Claude Code?

Run `npx skills add AojdevStudio/Finance-Guru --skill finance-report -a claude-code`. Or copy the skill folder (.claude/skills/FinanceReport in AojdevStudio/Finance-Guru) into .claude/skills/finance-report in your project. Claude Code loads it when a task matches its description.

How do I install Finance Report in Codex?

Run `npx skills add AojdevStudio/Finance-Guru --skill finance-report -a codex`. Or copy the skill folder (.claude/skills/FinanceReport in AojdevStudio/Finance-Guru) into .agents/skills/finance-report in your project. Codex loads it when a task matches its description.

Can I use Finance Report in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add AojdevStudio/Finance-Guru --skill finance-report -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/finance-report, .gemini/skills/finance-report, .github/skills/finance-report and .opencode/skills/finance-report in your project.

What does Finance Report need to run?

Going by SKILL.md and its folder, Finance Report needs Python for the scripts in its folder and the command-line tools its instructions call (uv). Our summary lists: Python 3.

Does Finance Report access the network?

SKILL.md contains no URLs. Its commands use uv, which can reach the network depending on how they are called. This is read from the text; nothing was executed.

Is Finance Report safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Finance Report use?

Finance Report has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Finance Report use?

About 1.7k tokens (SKILL.md is roughly 6.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Finance Report?

Skills that share tags, products or a category with Finance Report: Report Stock (staskh/trading_skills, 374 stars), Pay Via Agent Wallet (circlefin/skills, 155 stars), Jev SEO (AgriciDaniel/jev-seo, 515 stars) and Stock Tip Scam Detector (wbh604/UZI-Skill, 7.1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finance Report?

AojdevStudio (a GitHub user) maintains it in AojdevStudio/Finance-Guru, which has 322 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on October 6, 2026.

Source: AojdevStudio/Finance-Guru on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.