Finance Report

by AojdevStudio

Finance Report is a Data skill for Claude Code, published by AojdevStudio in Finance-Guru.

318 stars109 forkson AojdevStudio/Finance-GuruAdded 2026/09/03Repository updated 2026/09/03

View source on GitHub Download repo ZIP

ai-agentsclaude-codecodexfamily-officeopen-corepersonal-financeportfolio-analysispydanticpythonsqlite

Install in seconds

Install Finance Report

Copy Finance Report into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/FinanceReport ~/.claude/skills/FinanceReport

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/AojdevStudio/Finance-Guru.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: .claude/skills/FinanceReport/SKILL.md in AojdevStudio/Finance-Guru
Installs to: ~/.claude/skills/FinanceReport
Collection: One of 17 skills cataloged from this repository
Category: Data — 710 skills

What Finance Report does

Finance Report generates 8–10 page PDF investment analysis reports for stocks and ETFs. Use it for ticker reports, watchlist analysis, or regenerating reports with charts, portfolio sizing, and sourced sentiment research.

Finance Report is cataloged under Data on DirSkills. Finance Report comes from a repository tagged ai-agents, claude-code, codex, family-office and open-core.

Documentation

README

Excerpt

FinanceReport

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

Capability probe

Before routing a report workflow, follow the shared paid MCP capability probe. Reports want perplexity for sourced sentiment synthesis and exa for deep catalyst/risk discovery. If either is absent, announce the WebSearch/WebFetch fallback and its coverage caveat, or stop if the requested research depth cannot be met.

Workflow Routing

When executing a workflow, output this notification directly:

Running the **WorkflowName** workflow from the **FinanceReport** skill...

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Finance Report

What else does AojdevStudio publish alongside Finance Report?
Finance Report is one of 17 skills that DirSkills catalogs from AojdevStudio/Finance-Guru, the repository it ships in. Its siblings there include Compliance Scan, Dividend Tracking and Fin Guru Research. Each one is a separate skill with its own page in this directory, installs the same way Finance Report does, and is maintained by AojdevStudio in that same repository. The rest of the collection is listed on the AojdevStudio/Finance-Guru page.
How does Finance Report compare to other Data skills?
Finance Report ranks #618 by stars among the 710 Data skills in this catalog. The most-starred ones next to it are Benchmark Methodology, Jupyter Notebook and Solana. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Finance Report against them. Open each page to compare what they document and how they install.