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initiating-coverage

Initiate a structured OpenCode equity-research workflow with user-confirmed progression through five tasks.

Updated May 9, 2026
Search Tags:#workflow#modeling#valuation#deliverables#initiation#equity-research
One-click install
npx skills add https://github.com/iTzFaisal/financial-services --skill initiating-coverage-itzfaisal
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: initiating-coverage
Source: https://github.com/iTzFaisal/financial-services/tree/main/.opencode/skills/initiating-coverage
Command: npx skills add https://github.com/iTzFaisal/financial-services --skill initiating-coverage-itzfaisal

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes assets (resource) components.

What problem does it solve?

The initiating-coverage skill guides analysts through a rigorous 5-task equity research process, enforcing prerequisites and producing publication-ready outputs while preventing scope creep.

Core Features & Use Cases

  • Structured 5-task workflow: tasks run in isolation with explicit prerequisites and deliverables, enabling traceable, high-quality research.
  • Modular artifacts: leverages a frontmatter-driven entry, plus references, scripts (if present), and assets to generate MD, XLSX, charts, and DOCX deliverables.
  • Controlled execution and validation: requires user confirmation for each task; enforces dependencies (e.g., Task 3 after Task 2) to ensure data integrity.

Quick Start

Start by requesting Task 1 for a target company; after completing Task 1 outputs, request Task 2, then Task 3, Task 4, and Task 5 in sequence, with confirmation between steps.

Frequently Asked Questions about initiating-coverage

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I structure an equity research initiation report for a target company?▼

Equity research initiation requires a structured 5-task workflow starting with company research, followed by user-confirmed progression through valuation and modeling tasks to produce publication-ready deliverables.

What deliverables are produced during an initiation of coverage workflow?▼

Initiation of coverage deliverables include MD, XLSX, charts, and DOCX files generated through a modular artifact system, ensuring traceable research outputs across each of the five structured tasks.

Can I skip tasks when building an equity research initiation model?▼

No, the initiation workflow enforces prerequisites and dependencies, requiring explicit user confirmation between tasks to prevent scope creep and ensure data integrity throughout the research process.

How do I start Task 1 for company research in an initiation coverage workflow?▼

Start the company research task by requesting Task 1 for your selected target company, completing the initial outputs, then explicitly requesting Tasks 2 through 5 in sequence with confirmation between steps.

What is the best way to manage dependencies in an equity research workflow?▼

Managing equity research dependencies requires a controlled execution environment where each task runs in isolation with explicit prerequisites, enforcing sequential progression to maintain data integrity and traceability.

Does the initiation coverage workflow support automated report generation?▼

The initiation coverage workflow supports automated report generation through modular artifacts driven by frontmatter entries, producing publication-ready MD, XLSX, charts, and DOCX deliverables for institutional-grade research.

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