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initiating-coverage

Execute a five-task equity research initiation workflow with Markdown, Excel, charts, and DOCX deliverables.

1|Updated Mar 9, 2026
Search Tags:#valuation#financial-modeling#chart-generation#equity-research#initiation-workflow#docx-report
One-click install
npx skills add https://github.com/kiryteo/opencode-setup --skill initiating-coverage-kiryteo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: initiating-coverage
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/initiating-coverage
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill initiating-coverage-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes assets (resource) components.

What problem does it solve?

This Skill provides a rigorous, repeatable framework to produce institutional-quality equity research initiation reports by decomposing the process into five self-contained, verifiable tasks with explicit prerequisites and deliverables.

Core Features & Use Cases

  • Five-task workflow with independent deliverables. Task 1 delivers Company Research (Markdown), Task 2 delivers an Excel Financial Model, Task 3 delivers Valuation Analysis, Task 4 delivers 25–35 charts, and Task 5 assembles the final DOCX report. Each task can be executed separately and must verify prerequisites before starting.
  • Prerequisites verification. The workflow enforces prerequisite checks to ensure needed data (financials, market data, references) is available for accurate modeling and analysis.
  • Deliverables discipline. Each task outputs a single, concrete artifact (Markdown document, Excel workbook, chart ZIP, or Word document) with no extra documents created.
  • On-demand resources. Optional directories (scripts/, references/, assets/) house tooling and reference materials to support task execution.

Quick Start

Initiate the end-to-end initiation workflow by requesting Task 1 for a target company and proceeding through Tasks 2–5 in sequence as each task is completed.

Frequently Asked Questions about initiating-coverage

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

FAQPage Schema
How do I create an institutional equity research initiation report?▼

To create an equity research initiation report, use a structured 5-task workflow that produces company research in Markdown, an Excel financial model, valuation analysis, charts, and a final DOCX report.

What is the best way to structure an equity research initiation workflow?▼

The best way to structure an initiation workflow is to decompose it into five self-contained tasks with explicit prerequisites, delivering concrete artifacts like a Markdown document, Excel workbook, chart ZIP, and Word document sequentially.

How do I generate a financial model and valuation analysis for a target company?▼

You generate a financial model and valuation analysis by executing tasks 2 and 3 in the workflow, which require verifying prerequisite financial and market data to ensure accurate, traceable modeling outputs.

Can I execute the initiation workflow tasks separately or do they require sequential execution?▼

The initiation workflow enforces sequential task execution, requiring you to verify prerequisites for each step before starting, though each task outputs a single independent deliverable.

What deliverables are produced during the equity research initiation process?▼

Deliverables produced include a Markdown company research document, an Excel financial model, valuation analysis, 25–35 charts, and a final assembled DOCX report, with no extra documents created.

Do I need to provide reference materials before starting the initiation workflow?▼

You need to provide verifiable prerequisites including financials, market data, and references, which can be housed in optional directories, to ensure accurate modeling and analysis before task execution.

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