financial-analysis
claudeFinancial analysis workflows: model audit, data hygiene, XLSX and PPTX authoring, competitive analysis, deal document standards, and deck review
26 skills · 6 commands · hooks
8
claude
equity-research
Equity research workflows: initiating coverage, earnings updates, morning notes, model updates, thesis tracking, idea screening, and sector overviews
Not in a marketplace yet, so it loads for one session with --plugin-dir.
Plugin equity-research in fall-development-rob/corp_finance. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (7)
workflow-er-earnings-updateWHAT: Two-mode earnings workflow — (1) post-release earnings update note (8-12 pages) covering beat/miss analysis, guidance revision impact, estimate revisions, thesis assessment, and price target update; (2) pre-release earnings preview note (3-5 pages) covering consensus expectations, key metrics
workflow-er-idea-screeningWHAT: Quantitative and thematic investment idea generation — applying Piotroski F-Score, Beneish M-Score, FCF yield, ROIC vs WACC, and revenue growth filters to a broad universe, then overlaying thematic qualitative criteria to produce a ranked list of deep-dive candidates with one-paragraph thesis
workflow-er-initiating-coverageWHAT: Five-task pipeline for producing a 30-50 page equity research initiating coverage report — company research, financial modelling (three-statement), multi-method valuation (DCF + comps + SOTP + Monte Carlo), exhibit generation, and full report assembly. Every financial figure must come from a c
workflow-er-model-updateWHAT: Financial model revision and accompanying analyst note when material new information arrives — quarterly earnings, guidance change, M&A announcement, or macro shift. Produces an updated three-statement model, revised DCF and price target, and a side-by-side old-vs-new estimate table with chang
workflow-er-morning-noteWHAT: 2-4 page morning brief for the trading desk or portfolio managers — coverage universe movers, earnings calendar, sector rotation signals, macro catalyst events, and 3-5 actionable trade ideas or risk alerts. Produced at market open or pre-open using live FMP data. WHEN: Invoke to produce a dai
workflow-er-sector-overviewWHAT: 10-15 page sector overview report covering competitive landscape and market structure (HHI), sector performance trends, key player profiling, growth/headwind/regulatory environment analysis, and a valuation heat map (EV/EBITDA ranges, PEG analysis, historical bands). Produced using FMP sector
workflow-er-thesis-trackerWHAT: Investment thesis memo (3-5 pages) with bull/base/bear scenario definitions, quantified price targets per case, catalyst milestones with dates and expected impact, probability weights, and a quarterly drift-detection update cadence. Tracks whether incoming data confirms, challenges, or breaks
Slash commands (12)
/equity-research:catalysts/equity-research:comps/equity-research:dcf/equity-research:earnings-preview/equity-research:earnings/equity-research:initiate-coverage/equity-research:model-update/equity-research:morning-note/equity-research:one-pager/equity-research:screen/equity-research:sector/equity-research:thesis
Problems found in this repo's manifests
- "cfa-data" points to ./plugins/cfa-data, which doesn't exist in the repo — install will fail
- "cfa-pro" points to ./plugins/cfa-pro, which doesn't exist in the repo — install will fail
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