Equity Research Workflows

What problem does it solve?

Equity Research Workflows turn fragmented financial data and ad-hoc analyst work into auditable, repeatable institutional research deliverables by orchestrating corp-finance-mcp computation tools and FMP market-data endpoints. The Skill enforces data-first rules so all quantitative outputs are tool-sourced and traceable, eliminating unverifiable LLM-generated numbers. It reduces the time to produce initiation reports, earnings notes, model updates, and sector overviews while preserving auditability and multi-method valuation rigor.

Core Features & Use Cases

• End-to-end initiation coverage: predefined five-task pipeline (company research, financial modelling, valuation, exhibit generation, report assembly) for 30–50 page initiation reports.
• Earnings & preview notes: rapid 3–12 page analytical briefs with beat/miss analysis, estimate revisions, and updated target prices.
• Model updates and thesis tracking: integrated three-statement/DCF workflows, dual valuation methods, sensitivity matrices, and bull/base/bear scenarios with probability weights.
• Idea generation & sector reports: quantitative screens (Piotroski, Beneish), comps analysis, and sector heat maps for actionable idea lists.
• Use Case Example: Initiate coverage on a mid-cap company, build a 5-year integrated model from FMP historicals, run DCF and comps, produce a sensitivity matrix and a 40-page initiation report with cited tool outputs.

Quick Start

Initiate coverage on ticker TSLA and begin Task 1: Company Research using the corp-finance-mcp and FMP tools.