equity-research
OfficialGenerate equity research snapshots.
Finance & Accounting#financial modeling#stock analysis#equity research#investment thesis#consensus estimates#company fundamentals
Authoranthropics
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the generation of comprehensive equity research snapshots by synthesizing analyst consensus estimates, company fundamentals, historical prices, and macroeconomic data.
Core Features & Use Cases
- Consensus Analysis: Integrates IBES estimates to compare market expectations with actual company performance.
- Fundamental Review: Analyzes historical financial statements for key ratios and trends.
- Valuation & Performance: Assesses stock performance, beta, and valuation multiples against historical and sector data.
- Macroeconomic Context: Incorporates relevant economic indicators to provide a holistic view.
- Use Case: When researching a new stock, use this Skill to quickly generate a detailed research note that includes consensus expectations, financial health, recent performance, and the broader economic environment, aiding in building an investment case.
Quick Start
Use the equity-research skill to generate a research snapshot for Apple (AAPL).
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: equity-research Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#equity-research Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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