Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
Generate institutional-grade investment suitability reports including rationale, risk disclosure, and client suitability assessment.
Install Suitability Report Generator
$ npx skills add Geeksfino/finskills --skill suitability-report-generator -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Geeksfino/finskills suitability-report-generator --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/US-market/suitability-report-generator .claude/skills/suitability-report-generator && rm -rf skills-srcUse ~/.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/
Install the "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/suitability-report-generator into .claude/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/Geeksfino/finskills/tree/main/US-market/suitability-report-generatorType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add Geeksfino/finskills --skill suitability-report-generator -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Geeksfino/finskills suitability-report-generator --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/US-market/suitability-report-generator .agents/skills/suitability-report-generator && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/suitability-report-generator into .agents/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add Geeksfino/finskills --skill suitability-report-generator -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Geeksfino/finskills suitability-report-generator --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/US-market/suitability-report-generator .cursor/skills/suitability-report-generator && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/suitability-report-generator into .cursor/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/Geeksfino/finskills.git --path US-market/suitability-report-generator--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add Geeksfino/finskills --skill suitability-report-generator -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Geeksfino/finskills suitability-report-generator --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/US-market/suitability-report-generator .gemini/skills/suitability-report-generator && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/suitability-report-generator into .gemini/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install Geeksfino/finskills suitability-report-generatorInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add Geeksfino/finskills --skill suitability-report-generator -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .github/skills && cp -r skills-src/US-market/suitability-report-generator .github/skills/suitability-report-generator && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/suitability-report-generator into .github/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add Geeksfino/finskills --skill suitability-report-generator -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install Geeksfino/finskills suitability-report-generator --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/US-market/suitability-report-generator .opencode/skills/suitability-report-generator && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "suitability-report-generator" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/suitability-report-generator into .opencode/skills/suitability-report-generator/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "suitability-report-generator", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
suitability-report-generator- GitHub stars
- 282
- Token cost
- ~1.5k tokens
- SKILL.md length
- 660 words
- Files
- 4 (incl. references)
- Skills in repo
- 30
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
Generate institutional-grade investment suitability reports including rationale, risk disclosure, and client suitability assessment.
- Works in 6 steps: Gather Context → Investment Rationale → Risk Factor Disclosure → …
- The user asks to document investment decisions
- SKILL.md covers Workflow, Data Enhancement and Important Guidelines
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Suitability Report Generator is an agent skill from Geeksfino/finskills. Generate institutional-grade investment suitability reports including rationale, risk disclosure, and client suitability assessment. Use when the user asks to document investment decisions, create compliance reports, generate risk disclosures, prepare client-facing investment justifications, write suitability assessments, or produce fiduciary documentation for an investment recommendation or portfolio.
Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/output-template.md` and `references/report-framework.md`).
It sits in Business, Finance & HR. The repository describes itself as: Financial engineering and risk/compliance skills for agents. The licence is Apache-2.0.
When your agent uses it
- The user asks to document investment decisions
- Create compliance reports
- Generate risk disclosures
- Prepare client-facing investment justifications
Example prompts
- “/suitability-report-generator”
Workflow steps
6 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit 8722415. 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
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
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
Suitability Report Generator loads about 1.5k tokens when it runs, and up to ~4.7k if it reads all its reference files. Until then it costs about 109 tokens; SKILL.md has 660 words of instructions outside code blocks.
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
The full file from Geeksfino/finskills at commit 8722415, republished under its Apache-2.0 licence (© Geeksfino). 660 words, ~1,514 tokens.
Download SKILL.mdSave it as
.claude/skills/suitability-report-generator/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.- name
- suitability-report-generator
- description
- Generate institutional-grade investment suitability reports including rationale, risk disclosure, and client suitability assessment. Use when the user asks to document investment decisions, create compliance reports, generate risk disclosures, prepare client-facing investment justifications, write suitability assessments, or produce fiduciary documentation for an investment recommendation or portfolio.
- license
- Apache-2.0
Investment Suitability Report Generator
Act as a compliance-aware investment documentation specialist. Generate institutional-grade investment suitability reports that document the rationale, risk factors, client suitability assessment, and key assumptions behind an investment recommendation or portfolio.
Workflow
Step 1: Gather Context
Collect the inputs needed for the report:
| Input | Required | Purpose |
|---|---|---|
| Investment recommendation | Yes | What is being recommended (portfolio, stock, allocation change) |
| Client profile | Yes | Risk tolerance, time horizon, financial situation, experience |
| Investment thesis | Yes | Why this recommendation is appropriate |
| Source analysis | No | Which FinSkills analyses informed the decision |
| Jurisdiction | No | Default: US (SEC/FINRA framework) |
Step 2: Investment Rationale
Document the investment thesis and supporting evidence:
- Recommendation Summary — What is being recommended and why, in plain language
- Supporting Analysis — Key data points, metrics, and findings that support the recommendation
- Market Context — Current market environment and how it relates to the recommendation
- Alternative Options Considered — What other approaches were evaluated and why this one was selected
- Expected Outcomes — Projected return range, time horizon, and key assumptions
Step 3: Risk Factor Disclosure
Identify and document all material risk factors. See references/report-framework.md for risk taxonomy.
| Risk Category | Disclosure Requirement |
|---|---|
| Market risk | Equity, interest rate, currency, commodity exposure |
| Credit risk | Default, downgrade, spread widening risk |
| Liquidity risk | Ability to exit positions without significant price impact |
| Concentration risk | Single-stock, sector, geography, or factor concentration |
| Inflation risk | Purchasing power erosion over the time horizon |
| Regulatory risk | Potential regulatory changes affecting holdings |
| Idiosyncratic risk | Company-specific or strategy-specific risks |
| Behavioral risk | Risks from investor behavior (panic selling, overtrading) |
For each risk, provide:
- Description in plain language
- Severity assessment (High / Medium / Low)
- Mitigation approach in the portfolio
Step 4: Client Suitability Assessment
Assess whether the recommendation is suitable for the specific client:
| Suitability Dimension | Assessment |
|---|---|
| Risk tolerance match | Does the risk level match client's stated tolerance? |
| Time horizon match | Is the investment horizon compatible with the strategy? |
| Liquidity needs | Can the client access funds when needed? |
| Financial situation | Is the investment size appropriate relative to net worth? |
| Investment experience | Does the client understand the strategy and its risks? |
| Tax situation | Are tax implications considered and appropriate? |
| Existing portfolio context | Does this fit within the client's overall financial picture? |
Conclude with one of:
- Suitable — Recommendation aligns with client profile across all dimensions
- Suitable with caveats — Generally appropriate with specific conditions or monitoring requirements
- Not suitable — Recommendation does not match client profile (explain why)
Show full SKILL.md (264 more words)Show less
Step 5: Key Assumptions and Limitations
Document explicitly:
- Capital market assumptions — Expected returns, volatility, correlations used
- Data sources — Where analytical inputs came from
- Model limitations — What the analysis cannot capture
- Time sensitivity — How quickly the recommendation may become stale
- Scenarios where thesis fails — Specific conditions that would invalidate the recommendation
Step 6: Generate Report
Compile into a structured report per references/output-template.md:
- Executive Summary — One-page overview for decision-makers
- Investment Rationale — Detailed thesis and evidence
- Risk Disclosures — Comprehensive risk documentation
- Client Suitability Assessment — Formal suitability evaluation
- Key Assumptions and Limitations — Explicit documentation
- Regulatory Disclaimers — Jurisdiction-appropriate language
Data Enhancement
For live market data to support this analysis, use the FinData Toolkit skill (findata-toolkit-us). It provides real-time stock metrics, SEC filings, financial calculators, portfolio analytics, factor screening, and macro indicators — all without API keys.
Important Guidelines
- Clarity over jargon: Write for the client, not for compliance officers. Use plain language first, then technical terms where necessary.
- Balanced view: Present both the bull case and the bear case. A suitability report that only promotes the investment is a red flag.
- Specificity: "Markets can go down" is not a useful risk disclosure. Specify how this particular recommendation is vulnerable and to what.
- Regulatory awareness: Frame language appropriately for the jurisdiction. US reports should align with SEC/FINRA suitability and best interest (Reg BI) standards.
- Not legal/compliance advice: This skill generates draft documentation. Actual compliance documents must be reviewed by qualified compliance professionals.
- Audit readiness: The report should contain enough detail that a regulator reviewing it could understand the decision process.
© Geeksfino, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 3 other files (references) in US-market/suitability-report-generator of Geeksfino/finskills.
- SKILL.md
- LICENSE.txt
- references/output-template.md
- references/report-framework.md
Open the folder on GitHubat commit 8722415
Compare with similar skills
Suitability Report Generator 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Suitability Report Generator this skillGeeksfino/finskills | 282 | — | ~1.5k | Automated safety check: Pass | Apache-2.0 | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 4 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Theme Detectortradermonty/claude-trading-skills | 3k | 2 repos | ~4.9k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT |
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Related
Categories
Questions about Suitability Report Generator
What does Suitability Report Generator do?
Generate institutional-grade investment suitability reports including rationale, risk disclosure, and client suitability assessment. Suitability Report Generator is an agent skill from Geeksfino/finskills. Generate institutional-grade investment suitability reports including rationale, risk disclosure, and client suitability assessment.
When should I use Suitability Report Generator?
Suitability Report Generator fits situations like: the user asks to document investment decisions; create compliance reports; generate risk disclosures; prepare client-facing investment justifications.
How do I install Suitability Report Generator in Claude Code?
Run `npx skills add Geeksfino/finskills --skill suitability-report-generator -a claude-code`. Or copy the skill folder (US-market/suitability-report-generator in Geeksfino/finskills) into .claude/skills/suitability-report-generator in your project. Claude Code loads it when a task matches its description.
How do I install Suitability Report Generator in Codex?
Run `npx skills add Geeksfino/finskills --skill suitability-report-generator -a codex`. Or copy the skill folder (US-market/suitability-report-generator in Geeksfino/finskills) into .agents/skills/suitability-report-generator in your project. Codex loads it when a task matches its description.
Can I use Suitability Report Generator 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 Geeksfino/finskills --skill suitability-report-generator -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/suitability-report-generator, .gemini/skills/suitability-report-generator, .github/skills/suitability-report-generator and .opencode/skills/suitability-report-generator in your project.
What does Suitability Report Generator need to run?
SKILL.md names no scripts, command-line tools or credentials: Suitability Report Generator is instructions for the agent only.
Does Suitability Report Generator access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Suitability Report Generator 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 Suitability Report Generator use?
Suitability Report Generator is published under the Apache-2.0 licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Suitability Report Generator use?
About 1.5k tokens (SKILL.md is roughly 6.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3.2k tokens, read only when the agent opens those files.
What are the alternatives to Suitability Report Generator?
Skills that share tags, products or a category with Suitability Report Generator: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Suitability Report Generator?
Geeksfino (a GitHub user) maintains it in Geeksfino/finskills, which has 282 GitHub stars. The repository holds 30 skills in this directory. The repository was last updated on March 5, 2026.
Source: Geeksfino/finskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.