Generate exportable HTML/PDF reports with interactive charts and visualizations from investment analysis data.
Report Templates
-
Executive Summary Report
- High-level overview (1-2 pages)
- Key metrics and investment thesis
- Critical charts only
- Ideal for stakeholder presentations
-
Comprehensive Analysis Report
- Full detailed analysis (5-10 pages)
- All data sections and visualizations
- Methodology and assumptions
- Complete investment case
-
Portfolio Review Report
- Multi-stock comparison
- Portfolio allocation charts
- Risk metrics and diversification analysis
- Performance attribution
Visualization Components
Financial Charts
- Line Charts: Revenue/earnings trends, price history
- Bar Charts: Quarterly comparisons, segment breakdowns
- Stacked Area: Balance sheet composition, revenue mix
- Waterfall Charts: Cash flow analysis, earnings bridges
- Pie Charts: Geographic/product segment revenue split
Valuation Charts
- Comparison Charts: P/E, P/B, EV/EBITDA vs. peers and historical averages
- DCF Sensitivity Tables: Value ranges under different scenarios
- Multiple Expansion/Contraction: Historical valuation bands
Technical Charts
- Price Charts: Candlesticks with moving averages overlay
- Volume Bars: Trading volume patterns
- Indicator Panels: RSI, MACD, Bollinger Bands
- Support/Resistance: Key price levels annotated
HTML Report Structure
Generate standalone HTML file with the following structure:
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Investment Analysis Report - [TICKER] - [DATE]</title>
<script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.0/dist/chart.umd.min.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&family=JetBrains+Mono:wght@400;600&display=swap');
:root {
--navy: #0F172A;
--navy-mid: #1E293B;
--sky: #0284C7;
--sky-light: #E0F2FE;
--teal: #0D9488;
--teal-light: #CCFBF1;
--emerald: #059669;
--emerald-light: #D1FAE5;
--red: #DC2626;
--red-light: #FEE2E2;
--amber: #D97706;
--amber-light: #FEF3C7;
--slate: #64748B;
--slate-light: #F1F5F9;
--border: #E2E8F0;
--text-primary: #0F172A;
--text-secondary:#475569;
--text-muted: #94A3B8;
--grad-hero: linear-gradient(135deg, #0F172A 0%, #1E3A5F 55%, #0284C7 100%);
--grad-accent: linear-gradient(90deg, #0284C7, #0D9488);
--shadow-sm: 0 1px 3px rgba(0,0,0,.08), 0 1px 2px rgba(0,0,0,.05);
--shadow-md: 0 4px 16px rgba(0,0,0,.08), 0 2px 8px rgba(0,0,0,.04);
}
* { margin: 0; padding: 0; box-sizing: border-box; }
body {
font-family: 'Inter', -apple-system, BlinkMacSystemFont, sans-serif;
line-height: 1.6;
color: var(--text-primary);
background: #F8FAFC;
}
/* ── HERO ── */
.report-hero {
background: var(--grad-hero);
padding: 56px 48px 48px;
position: relative;
overflow: hidden;
}
.report-hero::before {
content: '';
position: absolute; top: -80px; right: -80px;
width: 420px; height: 420px; border-radius: 50%;
background: rgba(2,132,199,.12);
}
.report-hero::after {
content: '';
position: absolute; bottom: -60px; left: -40px;
width: 300px; height: 300px; border-radius: 50%;
background: rgba(13,148,136,.10);
}
.hero-inner { position: relative; z-index: 1; max-width: 1100px; margin: 0 auto; }
.hero-badge {
display: inline-flex; align-items: center; gap: 6px;
background: rgba(2,132,199,.18);
border: 1px solid rgba(2,132,199,.35);
color: #7DD3FC;
font-size: 11px; font-weight: 600; letter-spacing: 1.2px; text-transform: uppercase;
padding: 4px 14px; border-radius: 20px; margin-bottom: 22px;
}
.hero-ticker {
font-size: 72px; font-weight: 800; color: #fff;
letter-spacing: -2px; line-height: 1;
font-family: 'JetBrains Mono', monospace;
}
.hero-company { font-size: 19px; font-weight: 400; color: rgba(255,255,255,.65); margin-top: 8px; }
.hero-rule {
width: 48px; height: 3px;
background: var(--grad-accent); border-radius: 2px;
margin: 24px 0;
}
.hero-meta { display: flex; flex-wrap: wrap; gap: 28px; }
.hero-meta-item { display: flex; flex-direction: column; gap: 3px; }
.hero-meta-label {
font-size: 9px; font-weight: 700; letter-spacing: 1.2px;
text-transform: uppercase; color: rgba(255,255,255,.38);
}
.hero-meta-value { font-size: 13px; font-weight: 500; color: rgba(255,255,255,.82); }
/* ── BODY ── */
.report-body { max-width: 1100px; margin: 0 auto; padding: 40px 24px 80px; }
/* ── TABLE OF CONTENTS ── */
.toc {
background: #fff; border: 1px solid var(--border);
border-radius: 12px; padding: 28px 32px;
margin-bottom: 32px; box-shadow: var(--shadow-sm);
}
.toc-label {
font-size: 10px; font-weight: 700; letter-spacing: 1.6px;
text-transform: uppercase; color: var(--text-muted); margin-bottom: 14px;
}
.toc-grid {
list-style: none;
display: grid; grid-template-columns: repeat(auto-fill, minmax(210px, 1fr)); gap: 8px 24px;
}
.toc-grid a {
font-size: 13px; font-weight: 500; color: var(--sky);
text-decoration: none; display: flex; align-items: center; gap: 6px;
}
.toc-grid a::before { content: '›'; font-size: 14px; color: var(--text-muted); }
.toc-grid a:hover { color: var(--teal); }
/* ── SECTION CARD ── */
.section {
background: #fff; border: 1px solid var(--border);
border-radius: 12px; padding: 32px;
margin-bottom: 20px; box-shadow: var(--shadow-sm);
page-break-inside: avoid;
}
.section-head {
display: flex; align-items: center; gap: 12px;
margin-bottom: 24px; padding-bottom: 18px;
border-bottom: 1px solid var(--border);
}
.section-icon {
width: 36px; height: 36px; border-radius: 8px;
background: var(--sky-light);
display: flex; align-items: center; justify-content: center;
font-size: 17px; flex-shrink: 0;
}
.section-title { font-size: 18px; font-weight: 700; color: var(--navy); letter-spacing: -.3px; }
.section-sub { font-size: 12px; color: var(--text-muted); margin-top: 2px; }
.section-num {
margin-left: auto;
font-size: 11px; font-weight: 600;
font-family: 'JetBrains Mono', monospace;
color: var(--text-muted);
background: var(--slate-light);
padding: 2px 9px; border-radius: 4px;
}
/* ── METRIC CARDS ── */
.metrics-grid {
display: grid; grid-template-columns: repeat(auto-fit, minmax(175px, 1fr));
gap: 16px; margin: 24px 0;
}
.metric-card {
background: var(--slate-light); border: 1px solid var(--border);
border-radius: 10px; padding: 20px;
transition: box-shadow .2s;
}
.metric-card:hover { box-shadow: var(--shadow-md); }
.metric-card.positive { border-top: 3px solid var(--emerald); }
.metric-card.negative { border-top: 3px solid var(--red); }
.metric-card.neutral { border-top: 3px solid var(--sky); }
.metric-card.warning { border-top: 3px solid var(--amber); }
.metric-label {
font-size: 10px; font-weight: 600; letter-spacing: .8px;
text-transform: uppercase; color: var(--text-muted); margin-bottom: 8px;
}
.metric-value {
font-size: 26px; font-weight: 800; color: var(--navy);
letter-spacing: -.5px;
font-family: 'JetBrains Mono', monospace;
}
.metric-delta {
font-size: 11px; font-weight: 600; margin-top: 6px;
display: flex; align-items: center; gap: 3px;
}
.metric-delta.up { color: var(--emerald); }
.metric-delta.down { color: var(--red); }
.metric-delta.flat { color: var(--text-muted); }
.metric-ctx { font-size: 11px; color: var(--text-muted); margin-top: 4px; }
/* ── CHART CONTAINER ── */
.chart-wrap {
background: #fff; border: 1px solid var(--border);
border-radius: 10px; padding: 24px; margin: 20px 0;
box-shadow: var(--shadow-sm);
}
.chart-label {
font-size: 11px; font-weight: 600; letter-spacing: .6px;
text-transform: uppercase; color: var(--text-muted); margin-bottom: 16px;
}
.chart-canvas { position: relative; height: 320px; }
/* ── TABLES ── */
.table-scroll { overflow-x: auto; border-radius: 8px; border: 1px solid var(--border); margin: 16px 0; }
table { width: 100%; border-collapse: collapse; font-size: 13px; }
thead th {
background: var(--navy); color: rgba(255,255,255,.80);
padding: 11px 14px; text-align: left;
font-size: 10px; font-weight: 600; letter-spacing: .7px; text-transform: uppercase;
white-space: nowrap;
}
tbody tr:nth-child(even) { background: var(--slate-light); }
tbody tr:hover { background: var(--sky-light); }
tbody td { padding: 10px 14px; border-bottom: 1px solid var(--border); }
tbody tr:last-child td { border-bottom: none; }
.td-pos { color: var(--emerald); font-weight: 600; }
.td-neg { color: var(--red); font-weight: 600; }
.td-mono { font-family: 'JetBrains Mono', monospace; font-size: 12px; }
/* ── CALLOUT / HIGHLIGHT ── */
.callout {
border-left: 4px solid var(--sky); background: var(--sky-light);
border-radius: 0 8px 8px 0; padding: 14px 18px;
margin: 14px 0; font-size: 14px; color: var(--text-secondary);
}
.callout.warn { border-color: var(--amber); background: var(--amber-light); }
.callout.danger { border-color: var(--red); background: var(--red-light); }
.callout.success { border-color: var(--emerald); background: var(--emerald-light); }
/* ── TAGS ── */
.tag { display: inline-block; padding: 2px 9px; border-radius: 4px; font-size: 11px; font-weight: 600; }
.tag-buy { background: var(--emerald-light); color: var(--emerald); }
.tag-sell { background: var(--red-light); color: var(--red); }
.tag-hold { background: var(--amber-light); color: var(--amber); }
.tag-info { background: var(--sky-light); color: var(--sky); }
/* ── INVESTMENT SIGNAL BOX ── */
.signal-box {
background: var(--navy); border-radius: 12px;
padding: 32px 36px; margin: 32px 0;
position: relative; overflow: hidden;
}
.signal-box::before {
content: '';
position: absolute; top: 0; left: 0; right: 0; height: 3px;
background: var(--grad-accent);
}
.signal-box.bullish .signal-watermark { color: rgba( 52,211,153,.07); }
.signal-box.bearish .signal-watermark { color: rgba(248,113,113,.07); }
.signal-box.neutral .signal-watermark { color: rgba(148,163,184,.07); }
.signal-watermark {
position: absolute; right: 28px; top: 50%;
transform: translateY(-50%);
font-size: 108px; font-weight: 800; letter-spacing: -4px;
font-family: 'JetBrains Mono', monospace;
pointer-events: none; user-select: none;
}
.signal-eyebrow {
font-size: 9px; font-weight: 700; letter-spacing: 2px;
text-transform: uppercase; color: rgba(255,255,255,.35);
margin-bottom: 10px;
}
.signal-verdict {
font-size: 44px; font-weight: 800; letter-spacing: -1.5px;
font-family: 'JetBrains Mono', monospace;
margin-bottom: 24px;
}
.signal-verdict.bullish { color: #34D399; }
.signal-verdict.bearish { color: #F87171; }
.signal-verdict.neutral { color: #94A3B8; }
.signal-stats {
display: flex; flex-wrap: wrap; gap: 20px 36px;
}
.signal-stat { display: flex; flex-direction: column; gap: 4px; }
.signal-stat-label {
font-size: 9px; font-weight: 700; letter-spacing: 1.2px;
text-transform: uppercase; color: rgba(255,255,255,.35);
}
.signal-stat-val { font-size: 14px; font-weight: 700; color: rgba(255,255,255,.88); }
.score-track {
background: rgba(255,255,255,.12);
border-radius: 3px; height: 5px; margin-top: 7px; overflow: hidden;
}
.score-fill {
height: 100%; border-radius: 3px;
background: var(--grad-accent);
}
/* ── FOOTER ── */
.report-footer {
border-top: 1px solid var(--border);
padding-top: 24px; margin-top: 48px;
display: flex; gap: 20px; align-items: flex-start;
}
.footer-disc {
font-size: 11px; color: var(--text-muted); line-height: 1.75; flex: 1;
}
.footer-brand {
font-size: 11px; font-weight: 600; color: var(--text-muted);
white-space: nowrap; text-align: right; line-height: 1.6;
}
/* ── PRINT ── */
@media print {
body { background: #fff; }
.report-hero { -webkit-print-color-adjust: exact; print-color-adjust: exact; }
.section { box-shadow: none; }
.chart-canvas { height: 260px; }
}
/* ── RESPONSIVE ── */
@media (max-width: 768px) {
.report-hero { padding: 36px 24px 32px; }
.hero-ticker { font-size: 48px; }
.report-body { padding: 24px 16px 48px; }
.section { padding: 20px; }
.metrics-grid { grid-template-columns: repeat(2, 1fr); }
.signal-watermark { display: none; }
}
</style>
</head>
<body>
<!-- HERO HEADER -->
<div class="report-hero">
<div class="hero-inner">
<div class="hero-badge">● Investment Analysis Report</div>
<div class="hero-ticker">[TICKER]</div>
<div class="hero-company">[Company Full Name] · [Exchange]</div>
<div class="hero-rule"></div>
<div class="hero-meta">
<div class="hero-meta-item">
<span class="hero-meta-label">Report Date</span>
<span class="hero-meta-value">[DATE]</span>
</div>
<div class="hero-meta-item">
<span class="hero-meta-label">Report Type</span>
<span class="hero-meta-value">[TYPE]</span>
</div>
<div class="hero-meta-item">
<span class="hero-meta-label">Analyst</span>
<span class="hero-meta-value">Claude Investment Analysis</span>
</div>
<div class="hero-meta-item">
<span class="hero-meta-label">Price at Report</span>
<span class="hero-meta-value">$[PRICE]</span>
</div>
</div>
</div>
</div>
<div class="report-body">
<!-- Table of Contents -->
<div class="toc">
<div class="toc-label">Contents</div>
<ul class="toc-grid">
<li><a href="#summary">Executive Summary</a></li>
<li><a href="#financials">Financial Performance</a></li>
<li><a href="#valuation">Valuation Analysis</a></li>
<li><a href="#technical">Technical Analysis</a></li>
<li><a href="#risks">Risk Factors</a></li>
<li><a href="#signal">Investment Signal</a></li>
</ul>
</div>
<!-- 01 Executive Summary -->
<div class="section" id="summary">
<div class="section-head">
<div class="section-icon">📋</div>
<div>
<div class="section-title">Executive Summary</div>
<div class="section-sub">Key investment thesis and highlights</div>
</div>
<span class="section-num">01</span>
</div>
[Summary content]
<div class="metrics-grid">
<div class="metric-card positive">
<div class="metric-label">Revenue (TTM)</div>
<div class="metric-value">$[X]B</div>
<div class="metric-delta up">▲ [X]% YoY</div>
</div>
<div class="metric-card positive">
<div class="metric-label">Net Income</div>
<div class="metric-value">$[X]B</div>
<div class="metric-delta up">▲ [X]% YoY</div>
</div>
<div class="metric-card neutral">
<div class="metric-label">P/E Ratio</div>
<div class="metric-value">[X]x</div>
<div class="metric-ctx">vs sector [X]x</div>
</div>
<div class="metric-card neutral">
<div class="metric-label">Market Cap</div>
<div class="metric-value">$[X]T</div>
<div class="metric-ctx">[Exchange]</div>
</div>
</div>
</div>
<!-- 02 Financial Performance -->
<div class="section" id="financials">
<div class="section-head">
<div class="section-icon">📊</div>
<div>
<div class="section-title">Financial Performance</div>
<div class="section-sub">Revenue, earnings, and margin trends</div>
</div>
<span class="section-num">02</span>
</div>
<div class="chart-wrap">
<div class="chart-label">Revenue & Net Income — Annual ($B)</div>
<div class="chart-canvas">
<canvas id="revenueChart"></canvas>
</div>
</div>
[Analysis content]
</div>
<!-- 03 Valuation -->
<div class="section" id="valuation">
<div class="section-head">
<div class="section-icon">💰</div>
<div>
<div class="section-title">Valuation Analysis</div>
<div class="section-sub">DCF, multiples, and comparable companies</div>
</div>
<span class="section-num">03</span>
</div>
[Valuation content]
</div>
<!-- 04 Technical Analysis -->
<div class="section" id="technical">
<div class="section-head">
<div class="section-icon">📈</div>
<div>
<div class="section-title">Technical Analysis</div>
<div class="section-sub">Price action, indicators, and key levels</div>
</div>
<span class="section-num">04</span>
</div>
[Technical content]
</div>
<!-- 05 Risk Factors -->
<div class="section" id="risks">
<div class="section-head">
<div class="section-icon">⚠️</div>
<div>
<div class="section-title">Risk Factors</div>
<div class="section-sub">Key risks and mitigating considerations</div>
</div>
<span class="section-num">05</span>
</div>
[Risk content]
</div>
<!-- Investment Signal -->
<div class="signal-box bullish" id="signal">
<div class="signal-watermark">BULLISH</div>
<div class="signal-eyebrow">Investment Signal</div>
<div class="signal-verdict bullish">BULLISH</div>
<div class="signal-stats">
<div class="signal-stat">
<span class="signal-stat-label">Confidence</span>
<span class="signal-stat-val">HIGH</span>
</div>
<div class="signal-stat">
<span class="signal-stat-label">Time Horizon</span>
<span class="signal-stat-val">LONG-TERM</span>
</div>
<div class="signal-stat">
<span class="signal-stat-label">Action</span>
<span class="signal-stat-val">BUY</span>
</div>
<div class="signal-stat">
<span class="signal-stat-label">Conviction</span>
<span class="signal-stat-val">STRONG</span>
</div>
<div class="signal-stat">
<span class="signal-stat-label">Score</span>
<span class="signal-stat-val">8.4 / 10</span>
<div class="score-track">
<div class="score-fill" style="width: 84%"></div>
</div>
</div>
</div>
</div>
<!-- Footer -->
<div class="report-footer">
<div class="footer-disc">
<strong>Disclaimer:</strong> This report is generated by an AI assistant for informational purposes only
and does not constitute financial advice, a solicitation, or an offer to buy or sell any security.
Past performance is not indicative of future results. All investments carry risk.
Consult a licensed financial advisor before making investment decisions.
</div>
<div class="footer-brand">
InvestSkill<br>Claude Investment Analysis
</div>
</div>
</div><!-- /.report-body -->
<script>
// Revenue & Earnings combo chart
const revenueCtx = document.getElementById('revenueChart').getContext('2d');
new Chart(revenueCtx, {
type: 'bar',
data: {
labels: ['2020', '2021', '2022', '2023', '2024'],
datasets: [
{
label: 'Revenue ($B)',
data: [100, 120, 145, 175, 210],
backgroundColor: 'rgba(2,132,199,.75)',
borderRadius: 4,
order: 2
},
{
label: 'Net Income ($B)',
data: [22, 28, 35, 44, 56],
type: 'line',
borderColor: '#0D9488',
backgroundColor: 'rgba(13,148,136,.10)',
borderWidth: 2.5,
pointRadius: 4,
pointBackgroundColor: '#0D9488',
tension: 0.35,
fill: true,
order: 1,
yAxisID: 'y1'
}
]
},
options: {
responsive: true,
maintainAspectRatio: false,
interaction: { mode: 'index', intersect: false },
plugins: {
legend: {
position: 'top',
labels: { font: { family: 'Inter', size: 11 }, usePointStyle: true, boxWidth: 8 }
},
tooltip: {
backgroundColor: '#0F172A',
titleColor: '#94A3B8',
bodyColor: '#FFFFFF',
borderColor: '#334155',
borderWidth: 1,
padding: 10,
cornerRadius: 6
}
},
scales: {
x: {
grid: { display: false },
ticks: { font: { family: 'Inter', size: 11 }, color: '#94A3B8' }
},
y: {
grid: { color: '#F1F5F9' },
ticks: { font: { family: 'Inter', size: 11 }, color: '#94A3B8' },
title: { display: true, text: 'Revenue ($B)', color: '#94A3B8', font: { size: 10 } }
},
y1: {
position: 'right',
grid: { display: false },
ticks: { font: { family: 'Inter', size: 11 }, color: '#0D9488' },
title: { display: true, text: 'Net Income ($B)', color: '#0D9488', font: { size: 10 } }
}
}
}
});
</script>
</body>
</html>
Chart Data Format
When receiving analysis data, structure chart data as follows:
// Line chart data structure
{
chartType: 'line',
title: 'Revenue Growth Trend',
xAxis: ['2020', '2021', '2022', '2023', '2024'],
datasets: [
{
label: 'Revenue ($B)',
data: [100, 120, 145, 175, 210],
color: '#0284C7' // sky — primary series
}
]
}
// Bar chart with multiple series
{
chartType: 'bar',
title: 'Quarterly Earnings Comparison',
xAxis: ['Q1', 'Q2', 'Q3', 'Q4'],
datasets: [
{
label: '2023',
data: [1.2, 1.5, 1.8, 2.1],
color: '#0284C7' // sky — primary
},
{
label: '2024',
data: [1.5, 1.8, 2.2, 2.5],
color: '#0D9488' // teal — secondary
}
]
}
PDF Export Instructions
To export the generated HTML report to PDF:
Method 1: Browser Print-to-PDF
- Open the HTML file in a web browser
- Press Ctrl+P (Cmd+P on Mac) or File → Print
- Select “Save as PDF” or “Microsoft Print to PDF”
- Adjust settings: margins, orientation, scale
- Save the PDF file
Method 2: wkhtmltopdf (Command Line)
# Install wkhtmltopdf
# macOS: brew install wkhtmltopdf
# Linux: apt-get install wkhtmltopdf
# Convert HTML to PDF
wkhtmltopdf \
--page-size A4 \
--margin-top 15mm \
--margin-bottom 15mm \
--enable-local-file-access \
report.html report.pdf
Method 3: Playwright/Puppeteer (Node.js)
const { chromium } = require('playwright');
(async () => {
const browser = await chromium.launch();
const page = await browser.newPage();
await page.goto('file:///path/to/report.html');
await page.pdf({
path: 'report.pdf',
format: 'A4',
printBackground: true
});
await browser.close();
})();
Integration with Other Skills
Input Formats Accepted
-
Structured JSON Data
{ "ticker": "AAPL", "companyName": "Apple Inc.", "analysisType": "fundamental", "metrics": {...}, "charts": [...] } -
Markdown Analysis Output
- Parse markdown from fundamental-analysis, technical-analysis, or portfolio-review
- Extract tables, metrics, and key findings
- Generate appropriate visualizations
-
Custom Data Tables
- CSV-formatted financial data
- Excel/spreadsheet data ranges
- Database query results
Workflow Examples
Example 1: Fundamental Analysis Report
User: /fundamental-analysis AAPL
[Claude generates analysis]
User: /report-generator --type comprehensive --format html
[Claude generates HTML report with embedded fundamental analysis and charts]
Example 2: Portfolio Review with Custom Data
User: /report-generator --type portfolio --data [paste portfolio data]
[Claude generates multi-stock comparison report with allocation charts]
Output
Generate a complete, standalone HTML file containing:
-
File Metadata
- Filename format:
investment-report-[TICKER]-[YYYYMMDD]-[HHMMSS].html - File size indication
- Estimated PDF size after export
- Filename format:
-
Report Contents
- Professional header with company name, ticker, date
- Table of contents (for comprehensive reports)
- All analysis sections with appropriate formatting
- Interactive charts with Chart.js
- Data tables with styling
- Key metrics highlighted in cards
- Footer with disclaimer and generation info
-
Technical Details
- Inline CSS (no external dependencies except CDN for Chart.js)
- Responsive design (mobile and desktop)
- Print-optimized styling for PDF export
- Cross-browser compatible (Chrome, Firefox, Safari, Edge)
-
Export Instructions
- Step-by-step guide for converting to PDF
- Command-line examples for automated workflows
- Browser settings recommendations
Usage Notes
- The HTML file is fully self-contained except for Chart.js CDN (can be inlined if needed)
- Charts are interactive in HTML (hover for data points, zoom, pan)
- PDF export flattens charts to static images
- For large portfolios (>20 stocks), consider pagination or summary views
- Color scheme follows professional financial report standards (blue for primary, green for positive, red for negative)
- All monetary values should be formatted with proper thousands separators and currency symbols
Integration with Signal Format
When generating reports from other skills, the report MUST prominently display each skill’s Investment Signal block in a styled box. Use the following HTML (matches the CSS in the template above):
<!-- Bullish signal example — swap class to "bearish" or "neutral" as needed -->
<div class="signal-box bullish">
<div class="signal-watermark">BULLISH</div>
<div class="signal-eyebrow">Investment Signal</div>
<div class="signal-verdict bullish">BULLISH</div>
<div class="signal-stats">
<div class="signal-stat">
<span class="signal-stat-label">Confidence</span>
<span class="signal-stat-val">HIGH</span>
</div>
<div class="signal-stat">
<span class="signal-stat-label">Time Horizon</span>
<span class="signal-stat-val">LONG-TERM</span>
</div>
<div class="signal-stat">
<span class="signal-stat-label">Action</span>
<span class="signal-stat-val">BUY</span>
</div>
<div class="signal-stat">
<span class="signal-stat-label">Conviction</span>
<span class="signal-stat-val">STRONG</span>
</div>
<div class="signal-stat">
<span class="signal-stat-label">Score</span>
<span class="signal-stat-val">X.X / 10</span>
<div class="score-track">
<div class="score-fill" style="width: XX%"></div>
</div>
</div>
</div>
</div>
Design notes:
.signal-boxclass: deep navy background with teal/sky gradient top border- Add
bullish,bearish, orneutralmodifier class to both.signal-boxand.signal-verdictto apply the correct verdict color and watermark tint - Score progress bar uses the
score-fillwidth as a percentage (e.g.style="width: 84%"for 8.4/10) - Large ghost watermark text (
.signal-watermark) reinforces the verdict at a glance
For multi-skill bundle reports (like /research-bundle), show a composite signal summary at the top of the report with individual skill scores in a row of .signal-stat items inside a single .signal-box.
When this skill generates or embeds a signal in an HTML report, the signal block MUST follow this standardized format:
╔══════════════════════════════════════════════╗
║ INVESTMENT SIGNAL ║
╠══════════════════════════════════════════════╣
║ Signal: BULLISH / NEUTRAL / BEARISH ║
║ Confidence: HIGH / MEDIUM / LOW ║
║ Horizon: SHORT / MEDIUM / LONG-TERM ║
║ Score: X.X / 10 ║
╠══════════════════════════════════════════════╣
║ Action: BUY / HOLD / SELL ║
║ Conviction: STRONG / MODERATE / WEAK ║
╚══════════════════════════════════════════════╝
Score Guide: 8.0–10.0 Strongly Bullish | 6.0–7.9 Moderately Bullish | 4.0–5.9 Neutral | 2.0–3.9 Moderately Bearish | 0.0–1.9 Strongly Bearish
Disclaimer: Educational analysis only. Not financial advice.