Stock Analysis Report - Markdown Template
Format the JSON data into a markdown report saved to sandbox/.
Filename: {SYMBOL}_Analysis_Report_{YYYY-MM-DD}_{HHmm}.md
Report Structure
1. Header
# {SYMBOL} Stock Analysis Report
**{company.name}** - Comprehensive Analysis
Generated: {generated}2. Recommendation Box
## Recommendation: {recommendation.recommendation}
**Strengths:**
- {strength 1}
- {strength 2}
...
**Risks:**
- {risk 1}
- {risk 2}
...Use recommendation.recommendation_level to label: "positive" = BUY, "neutral" = HOLD, "negative" = AVOID.
3. Company Overview
| Metric | Value |
|---|---|
| Company | company.name |
| Sector | company.sector |
| Industry | company.industry |
| Market Cap | Format as $X.XB or $X.XM |
| Enterprise Value | Format as $X.XB or $X.XM |
| Beta | 2 decimals |
4. Trend Analysis
| Indicator | Value | Signal |
|---|---|---|
| Bullish Score | X.XX / 8 |
Strong(≥6)/Moderate(≥4)/Neutral(≥2)/Bearish(<2) |
| Price | $X.XX |
- |
| 3-Month Return | ±X.X% |
Bullish/Bearish |
| vs SMA20 | ±X.X% |
Above/Below |
| vs SMA50 | ±X.X% |
Above/Below |
| RSI | X.X |
Overbought(>70)/Oversold(<30)/Bullish(50-70)/Neutral |
| MACD | X.XX vs Signal X.XX |
Bullish/Bearish |
| ADX | X.X |
Strong(≥40)/Moderate(25-40)/Weak(<25) Trend |
| Next Earnings | YYYY-MM-DD |
BMO/AMC |
Signals: List trend_analysis.signals as bullet points.
5. Fundamental Analysis
Valuation
| Metric | Value | Assessment |
|---|---|---|
| Trailing P/E | X.Xx |
Attractive(<15)/Reasonable(15-25)/Premium(>25) |
| Forward P/E | X.Xx |
Same |
| Price/Book | X.Xx |
- |
| EPS (TTM) | $X.XX |
- |
| Forward EPS | $X.XX |
- |
Profitability
| Metric | Value | Assessment |
|---|---|---|
| Profit Margin | X.X% |
Excellent(>20%)/Good(10-20%)/Low(<10%) |
| Operating Margin | X.X% |
Same |
| ROE | X.X% |
Same |
| ROA | X.X% |
- |
| Revenue Growth | ±X.X% |
Growing/Declining |
| Earnings Growth | ±X.X% |
Growing/Declining |
Dividend & Balance Sheet
| Metric | Value | Assessment |
|---|---|---|
| Dividend Yield | X.XX% or "None" |
High(>5%)/Attractive(2-5%)/Low(<2%)/None |
| Dividend Rate | $X.XX/share |
- |
| Payout Ratio | X% |
At limit(>80%)/Moderate(50-80%)/Conservative(<50%) |
| Debt/Equity | X.X% |
High(>100%)/Moderate(50-100%)/Low(<50%) |
| Current Ratio | X.XXx |
Good(>1.5)/Adequate(1-1.5)/Low(<1) |
Earnings History
| Date | Estimate | Actual | Surprise |
|---|---|---|---|
| YYYY-MM-DD | $X.XX | $X.XX | ±X.X% |
Up to 8 quarters.
6. Piotroski F-Score
Score: X/9 ({piotroski.interpretation})
| Criteria | Result | Details |
|---|---|---|
| 1. Positive Net Income | PASS/FAIL | Value |
| 2. Positive ROA | PASS/FAIL | Value |
| 3. Positive Operating CF | PASS/FAIL | Value |
| 4. CF > Net Income | PASS/FAIL | CF: X, NI: Y |
| 5. Lower Long-Term Debt | PASS/FAIL | Recent: X, Prev: Y |
| 6. Higher Current Ratio | PASS/FAIL | Recent: X, Prev: Y |
| 7. No Share Dilution | PASS/FAIL | Recent: X, Prev: Y |
| 8. Higher Gross Margin | PASS/FAIL | Recent: X, Prev: Y |
| 9. Higher Asset Turnover | PASS/FAIL | Recent: X, Prev: Y |
7. Insider Trading Activity
Only include this section if
insider_trading.recent_transactionsis non-empty.
Net Sentiment: {insider_trading.summary.net_sentiment}
(map: net_buying → "🟢 Net Buying", net_selling → "🔴 Net Selling", neutral → "⚪ Neutral")
| Metric | Value |
|---|---|
| Buys (90 days) | buy_count transactions, $buy_value total |
| Sells (90 days) | sell_count transactions, $sell_value total |
| Net Activity | ±$net_value |
Recent Transactions
| Date | Insider | Role | Transaction | Shares | Price | Value | Own |
|---|---|---|---|---|---|---|---|
| YYYY-MM-DD | Name | Title | Sale/Purchase/Exercise | X,XXX | $XX.XX | $XXX,XXX | D/I |
Up to 10 most recent. Omit price and value columns if all values are N/A.Ownership D = Direct, I = Indirect.
8. PMCC Viability
| Metric | Value | Assessment |
|---|---|---|
| PMCC Score | X / {max_pmcc_score} |
Excellent(≥9)/Good(7-8)/Acceptable(5-6)/Poor(<5) |
| Implied Volatility | X.X% |
Ideal(25-50%)/Acceptable(20-60%)/High(>60%)/Low(<20%) |
| LEAPS Expiry | YYYY-MM-DD (X days) |
- |
| LEAPS Strike | $X |
- |
| LEAPS Delta | 0.XXX |
On Target(0.75-0.85)/Off Target |
| LEAPS Bid/Ask | $X.XX / $X.XX |
- |
| LEAPS Spread | X.X% |
Good(<10%)/Acceptable(10-20%)/Wide(>20%) |
| Short Expiry | YYYY-MM-DD (X days) |
- |
| Short Strike | $X |
- |
| Short Delta | 0.XXX |
On Target(0.15-0.25)/Off Target |
| Short Bid/Ask | $X.XX / $X.XX |
- |
| Short Spread | X.X% |
Good(<10%)/Acceptable(10-20%)/Wide(>20%) |
Trade Metrics
| Metric | Value |
|---|---|
| Net Debit | $X,XXX.XX |
| Short Yield (per cycle) | X.XX% |
| Estimated Annual Yield | X.X% |
| Max Profit (if assigned) | $X,XXX.XX |
| ROI at Max Profit | X.X% |
| Capital Required | $X,XXX.XX |
9. Option Spread Strategies
Expiry: {spread_strategies.expiry} ({spread_strategies.dte} days)
Strategy Summary
| Strategy | Direction | Max Profit | Max Loss | Risk/Reward | Breakeven |
|---|---|---|---|---|---|
| Bull Call Spread | Bullish | $XXX | $XXX | X.XX | $XXX |
| Bear Put Spread | Bearish | $XXX | $XXX | X.XX | $XXX |
| Long Straddle | Neutral | Unlimited | $XXX | - | $XXX / $XXX |
| Long Strangle | Neutral | Unlimited | $XXX | - | $XXX / $XXX |
| Iron Condor | Neutral | $XXX | $XXX | X.XX | $XXX - $XXX |
Strategy Details
For each strategy, show legs, cost, breakeven, max profit/loss.
10. Investment Summary
Strengths:
- (from recommendation.strengths)
Risk Factors:
- (from recommendation.risks)
Footer
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*This analysis is for informational purposes only and does not constitute financial advice.
Options trading involves significant risk of loss. Past performance is not indicative of future results.*Formatting Rules
- Percentages: Always show sign for changes (
+5.2%,-3.1%) - Currency:
$123.45,$1.2B,$45.6M - Ratios: 1 decimal for P/E, 2 decimals for delta/beta
- Scores:
X / maxformat - Missing data: "N/A" or "-"