initiating-coverage

What problem does it solve?

This Skill orchestrates the end-to-end creation of institutional-quality equity research initiation reports by guiding users through a 5-task workflow, ensuring prerequisites for each stage are verified and outputs are delivered one task at a time.

Core Features & Use Cases

• Structured 5-task workflow: Company Research, Financial Modeling, Valuation Analysis, Chart Generation, and Report Assembly, with explicit prerequisites and dependencies.
• Deliverable-precision: Each task yields a single, clearly defined deliverable (markdown doc, Excel workbook, charts, or DOCX report) and cannot be chained automatically.
• Dependency-aware execution: Tasks 3-5 require outputs from earlier tasks; the skill enforces sequential checks to ensure data integrity and auditability.
• Comprehensive templates and references: Includes reference files, templates, and chart-generation guidance to standardize outputs and professional quality.

Quick Start

Activate initiating-coverage and start with Task 1 (Company Research) for a specified company and proceed one task at a time, awaiting explicit instruction before moving to the next task.