Equity Research Initiation Builder
Produces a full institutional-style equity research report through guided research stages.
by anthropics · ★ 40,739 on GitHub
What it does
You work with Claude through separate steps covering company research, financial modeling, valuation, charts, and final report writing. Claude completes one stage at a time, checking your inputs before moving forward. You end up with a complete initiation coverage report including a financial model, charts, and a formatted document.
Who it’s for
A good fit for investors and people researching markets and people who research markets, competitors or topics.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Multi-step process requiring your input at each stage; gives market research, not investment advice.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0