codex

Equity Research

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

0 on GitHubby Anthropic FSIv0.1.0Apache-2.0updated 6 months agoFinance

Plugin equity-research in inprealpha/financial-services-codex. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (19)

  • catalyst-calendar
  • catalysts-workflow

    View or update the 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-workflow

    Build a pre-earnings preview with scenarios

  • earnings-preview
  • earnings-workflow

    Analyze quarterly earnings and create an earnings update report

  • idea-generation
  • initiate-workflow

    Create an initiating coverage report

  • 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-workflow

    Update a financial model with new data

  • model-update
  • morning-note-workflow

    Draft a morning meeting note

  • morning-note
  • screen-workflow

    Run a stock screen or generate investment ideas

  • sector-overview
  • sector-workflow

    Create a sector overview report

  • thesis-tracker
  • thesis-workflow

    Create or update an investment thesis

  • visual-design-image-inspiration

    Use image generation for visual design in financial-services deliverables only. Trigger when the user says "use image generation for visual design" or asks for image-generation-based inspiration for a finance deck, presentation, slide, equity research exhibit, investment banking pitch, investor repo

View source on GitHub

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