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initiating-coverage

Generate equity research initiation reports with financial models and charts.

31|4|Updated Jun 13, 2026
Search Tags:#report generation#financial modeling#valuation#equity research#investment banking#dcf analysis#chinese markets
One-click install
npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill initiating-coverage-r9412460971-cloud
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: initiating-coverage
Source: https://github.com/r9412460971-cloud/OPC-skill/tree/main/skills/initiating-coverage
Command: npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill initiating-coverage-r9412460971-cloud

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve?

Creating institutional-quality equity research initiation reports requires coordinating complex workflows across company research, financial modeling, valuation analysis, chart generation, and final report assembly. This skill provides a structured, step-by-step framework to produce publication-ready research reports following investment bank standards.

Core Features & Use Cases

  • 5-Task Workflow: Sequentially execute company research, financial modeling, valuation analysis, chart generation, and report assembly with strict prerequisite verification between tasks.
  • Multi-Market Support: Handles A-share, Hong Kong stocks, and US-listed Chinese companies using domestic data sources like AKShare, Tushare, 巨潮资讯, and Wind.
  • Institutional-Quality Outputs: Generates 6-8K word research documents, 6-tab Excel financial models, 25-35 professional charts, and 30-50 page DOCX reports meeting JPMorgan/Goldman Sachs standards.

Quick Start

Use the initiating-coverage skill to create a coverage initiation report for Tesla.

Frequently Asked Questions about initiating-coverage

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

FAQPage Schema
How do I generate an institutional equity research initiation report for Chinese markets?▼

Creating institutional equity research initiation reports requires coordinating complex workflows across company research, financial modeling, valuation analysis, chart generation, and final report assembly. This skill provides a structured framework to produce publication-ready research reports following investment bank standards.

What financial modeling and valuation outputs are included in an initiation coverage report?▼

Institutional-quality outputs include 6-8K word research documents, 6-tab Excel financial models, 25-35 professional charts, and 30-50 page DOCX reports meeting JPMorgan/Goldman Sachs standards.

Can I use AKShare and Tushare data sources for A-share and Hong Kong stock valuation?▼

Multi-Market Support handles A-share, Hong Kong stocks, and US-listed Chinese companies using domestic data sources like AKShare, Tushare, 巨潮资讯, and Wind.

What is the best way to structure DCF analysis and financial modeling for an initiation report?▼

5-Task Workflow sequentially executes company research, financial modeling, valuation analysis, chart generation, and report assembly with strict prerequisite verification between tasks.

Does the equity research report generation workflow support US-listed Chinese companies?▼

Multi-Market Support handles A-share, Hong Kong stocks, and US-listed Chinese companies using domestic data sources like AKShare, Tushare, 巨潮资讯, and Wind.

What are the limitations of using domestic data sources for financial modeling and valuation?▼

Creating institutional-quality equity research initiation reports requires coordinating complex workflows across company research, financial modeling, valuation analysis, chart generation, and final report assembly. This skill provides a structured framework to produce publication-ready research reports following investment bank standards.

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