claude

fs-equity-research

FEDERATED - the claims inside are not verified by this repo. Anthropic's financial-services suite, equity-research plugin: initiating coverage, morning notes, earnings preview and analysis, model updates, catalyst calendar, thesis tracker. Optional paid MCP connectors (Daloopa, Morningstar, FactSet, S&P) supply data through env-set keys; the skills themselves are read-and-write-documents only. Installs disabled.

1 on GitHubby Anthropic FSIv0.1.2Apache-2.0updated todayfederated
/

Plugin fs-equity-research from marketplace fin-skills in howard-lynn-ye/Fin-RSI. Commands read from the repo's manifest — today.

What it installs

Skills (9)

  • catalyst-calendar

    Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "ea

  • earnings-analysis

    Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-1

  • earnings-preview

    Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [compan

  • idea-generation

    Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find

  • initiating-coverage

    Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces speci

  • model-update

    Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug

  • morning-note

    Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call

  • sector-overview

    Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "ma

  • thesis-tracker

    Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for

Slash commands (9)

  • /fs-equity-research:catalysts

    View or update the catalyst calendar

  • /fs-equity-research:earnings-preview

    Build a pre-earnings preview with scenarios

  • /fs-equity-research:earnings

    Analyze quarterly earnings and create an earnings update report

  • /fs-equity-research:initiate

    Create an initiating coverage report

  • /fs-equity-research:model-update

    Update a financial model with new data

  • /fs-equity-research:morning-note

    Draft a morning meeting note

  • /fs-equity-research:screen

    Run a stock screen or generate investment ideas

  • /fs-equity-research:sector

    Create a sector overview report

  • /fs-equity-research:thesis

    Create or update an investment thesis

View source on GitHub howard-lynn-ye.github.io

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