claude

equity-research

Equity research tools: earnings analysis, initiating coverage reports, and research workflows

0 on GitHubby Anthropic FSIv0.1.0Apache-2.0updated 6 months ago
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Plugin equity-research from marketplace claude-for-financial-services in ian-lawrence423/Anthropic-Financial. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (9)

  • catalyst-calendar
  • 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
  • idea-generation
  • 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
  • morning-note
  • sector-overview
  • thesis-tracker

Slash commands (9)

  • /equity-research:catalysts

    View or update the catalyst calendar

  • /equity-research:earnings-preview

    Build a pre-earnings preview with scenarios

  • /equity-research:earnings

    Analyze quarterly earnings and create an earnings update report

  • /equity-research:initiate

    Create an initiating coverage report

  • /equity-research:model-update

    Update a financial model with new data

  • /equity-research:morning-note

    Draft a morning meeting note

  • /equity-research:screen

    Run a stock screen or generate investment ideas

  • /equity-research:sector

    Create a sector overview report

  • /equity-research:thesis

    Create or update an investment thesis

View source on GitHub

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