Individual skill

investor-report

A full pipeline that systematizes investor reports into financial performance analysis, KPI dashboard, market trends, strategy updates, and risk disclosures. Use this skill for requests like 'create an investor report', 'IR report', 'quarterly report', 'shareholder report', 'earnings report', 'investor update', 'KPI dashboard', 'financial analysis report', 'business report', 'management performance', and other investor communication needs. Also supports analysis and report generation when existing financial data or KPIs are available. However, accounting audits, statutory disclosure documents, securities filings, and stock issuance operations are outside the scope of this skill.

en/51-investor-report/.claude/skills/investor-report/skill.md

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Repository last updated
Mar 22, 2026
License
Apache-2.0

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# Investor Report — Investor Report Full Pipeline

An agent team collaborates to generate financial, KPI, market, strategy, and risk sections all at once.

## Execution Mode

**Agent Team** — 5 members communicate directly via SendMessage and perform cross-validation.

## Agent Composition

| Agent | File | Role | Type |
|-------|------|------|------|
| financial-analyst | `.claude/agents/financial-analyst.md` | P&L, cash flow, financial metrics | general-purpose |
| kpi-designer | `.claude/agents/kpi-designer.md` | KPI selection, trends, benchmarks | general-purpose |
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