Stock Valuation Report Generator v3.0

Generate professional valuation reports with ONE command. The pipeline auto-detects peers, runs all 8 data scripts in parallel, and produces a polished HTML report.

Quick Start (One Prompt)

User: "Generate a valuation report for AAPL"

Agent steps:

Step 1: Run Data Pipeline

uv run --with yfinance,matplotlib,lxml python3 $SKILL_DIR/scripts/run_pipeline.py TICKER
# Outputs: /tmp/TICKER_data.json

Options:

# Specify peers manually
uv run --with yfinance,matplotlib,lxml python3 $SKILL_DIR/scripts/run_pipeline.py AAPL --peers MSFT GOOG META

Step 2: Qualitative Research (MANDATORY)

Run these searches in parallel and collect the results into /tmp/TICKER_research.json:

2a. Seeking Alpha Research

web_search "{TICKER} seekingalpha analysis 2025 2026"
web_search "seekingalpha {TICKER} strong buy OR turning bullish OR high growth"

Extract 3-5 articles: title, date, rating (Strong Buy/Buy/Hold/Sell), one-sentence thesis.

2b. X/Twitter Sentiment

# If bird CLI available:
bird search '$TICKER' -n 15 --plain
# Otherwise:
web_search "{TICKER} stock twitter sentiment price target"

Extract 3-5 notable posts: username, bull/bear stance, key argument, any specific price target.

2c. Analyst Consensus

web_search "{TICKER} analyst price target consensus 2026"

Extract: consensus rating, average/low/high price targets.

2d. Earnings & Revenue

web_search "{TICKER} latest earnings call revenue composition segments"
web_fetch "BEST_EARNINGS_URL" --maxChars 6000

Extract: revenue by segment (amount, % of total, YoY growth), geographic breakdown, funded accounts/AUM/key KPIs, management guidance.

2e. Catalysts & Risks

Synthesize from all research above. Aim for 5-7 catalysts and 5-7 risks (with mitigants).

Save as Research JSON

Save to /tmp/TICKER_research.json:

{
  "sa_articles": [
    {"title": "Article Title", "date": "Dec 2025", "rating": "Strong Buy", "summary": "Key thesis in one sentence"}
  ],
  "twitter_sentiment": [
    {"user": "FinanceGuy", "stance": "Bullish", "summary": "Key argument or price target"}
  ],
  "analyst_consensus": {"rating": "Strong Buy", "avg_pt": 200.0, "low_pt": 150.0, "high_pt": 250.0},
  "catalysts": [
    "Q4 earnings beat could trigger re-rating (reporting Mar 19)",
    "Geographic expansion into new markets reducing concentration risk"
  ],
  "risks": [
    "Regulatory risk in key markets. Mitigant: diversified across 6+ jurisdictions",
    "Trading volume cyclicality. Mitigant: interest income provides stable base"
  ],
  "revenue_composition": [
    {"stream": "Product Sales", "amount": "$50B", "pct": "52%", "trend": "Strong growth", "notes": "Core hardware"}
  ],
  "geographic_data": [
    {"market": "Americas", "new_accounts_pct": "45%", "avg_deposit": "$50K", "highlights": "Largest market"}
  ]
}

Step 3: Generate Report

uv run python3 $SKILL_DIR/scripts/generate_report.py /tmp/TICKER_data.json --research /tmp/TICKER_research.json
# Outputs: /tmp/TICKER_report.html

Step 4: Convert to PDF & Deliver

/Applications/Google Chrome.app/Contents/MacOS/Google Chrome 
  --headless --disable-gpu --print-to-pdf=/tmp/TICKER_report.pdf 
  --no-pdf-header-footer /tmp/TICKER_report.html

Deliver the PDF (and optionally HTML) to the user.

Script Reference

Script	Deps	Output
run_pipeline.py TICKER [--peers P1 P2] [--output]	yfinance,matplotlib,lxml	Merged JSON → file
generate_report.py DATA.json [--output] [--research]	(none)	HTML report
fetch_fundamentals.py TICKER [PEERS...]	yfinance	Financials, ratios, peer data
fetch_technicals.py TICKER	yfinance	SMAs, RSI, MACD, 52W range
fetch_historical_valuation.py TICKER	yfinance,lxml	5yr P/E history, percentile
dcf_model.py TICKER [--wacc] [--growth-*]	yfinance	10yr DCF bear/base/bull
fetch_insiders.py TICKER	yfinance	Insider txns + institutional holders
fetch_options.py TICKER	yfinance	P/C ratio, IV, unusual vol
fetch_earnings_calendar.py TICKER	yfinance	Next earnings date
generate_charts.py TICKER	yfinance,matplotlib	4 PNGs → /tmp/
detect_peers.py TICKER [--count N]	yfinance	Auto-detected peers
filter_tweets.py (stdin)	(none)	Filtered tweet JSON

Report Sections

The generated report includes all of these (in order): 1. Header (company name, ticker, date, data sources) 2. Earnings Badge (next earnings date) 3. KPI Cards (price, MCap, P/E, margins — 2 rows of 4) 4. Quarterly Trends (with QoQ growth arrows ↑↑/↑/→/↓) 5. Revenue Composition (segment breakdown table + insight callout) 6. Geographic Expansion (market-by-market table) 7. Technical Analysis (6-panel: RSI, SMAs, MACD, 52W range) 8. Charts (2×2 grid: price+SMA, revenue, margins, PE history) 9. Historical Valuation (5Y PE avg, range, percentile + mean reversion callout) 10. Peer Comparison (full table with highlight row + discount callout) 11. Options Sentiment (4 KPI cards + interpretation) 12. Insider Activity 13. Seeking Alpha Research (bullish/cautious grouping + consensus callout) 14. X/Twitter Sentiment (notable takes + consensus callout) 15. Catalysts (5-7 items, most important first) 16. Risks (5-7 items with mitigants) 17. Valuation Framework (P/E multiples, mean reversion, DCF) 18. Price Target Scenarios (bear/base/bull with math) 19. Investment Thesis (specific, opinionated verdict) 20. Disclaimer 21. Footer

Rules

• NEVER include personal position data, portfolio info, or user-identifiable information
• All scripts work with uv run --with <deps> (no pip install needed)
• Charts are embedded as base64 in HTML for portability
• If any data script fails, its section shows gracefully degraded (no broken HTML)