trading-analysis_skill

Overview

This skill generates institutional-grade investment reports for stocks and ETFs, combining real-time market data, technical indicators, AI-powered insights, and high-resolution charts. It automates analysis and exports professional Markdown reports, structured JSON data, and print-ready PNG charts for each symbol.

How this skill works

It fetches historical and real-time price data, calculates 10+ technical indicators (RSI, MACD, moving averages, Bollinger Bands, volatility, etc.), and runs AI-driven interpretation to summarize sentiment and risk. The skill produces four chart types, compiles an executive summary with entry/exit criteria and risk assessment, and saves both a Markdown report and a JSON data file for programmatic use.

When to use it

• Generate single-symbol or multi-symbol investment reports (e.g., SPY, AAPL, TSLA).
• Request technical analysis with indicators and trading signals for portfolio review or client presentations.
• Create print-ready visualizations and dashboards for investment committees.
• Automate daily CSV/JSON exports of indicator values for quantitative workflows.
• Produce AI-enhanced market intelligence and risk summaries for short-term trading decisions.

Best practices

• Provide a clear symbol list and desired historical period (default 6mo) to control scope and runtime.
• Specify client_name and report_title when preparing client-facing documents to personalize output.
• Treat AI insights as complementary to indicator-based signals; validate with fundamental or portfolio-level analysis.
• Run reports during market hours with an internet connection for real-time pricing; allow 15–30 seconds per symbol.
• Store the generated JSON for integration with downstream systems or backtests.

Example use cases

• Create a daily monitoring report for SPY and QQQ to detect regime changes and volatility spikes.
• Prepare a client presentation: AAPL investment strategy with entry/exit levels and printable charts.
• Produce comparative analysis across a basket of ETFs to inform asset allocation decisions.
• Automate generation of CSV/JSON indicator feeds for algorithmic trading systems.