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research-note

Official

Generate professional Word research notes.

Finance & Accounting#research#citations#finance#investment-analysis#data-aggregation#word-document
Authordaloopa
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill automates the creation of a comprehensive Word research note by orchestrating data gathering, analysis, and formatting for professional reports.

Core Features & Use Cases

  • Orchestrated data collection: Aggregates company fundamentals, KPIs, industry insights, and qualitative context.
  • Context generation & rendering: Builds a structured context object, writes it to JSON, and renders a formatted Word document with citations.
  • Suitability: Ideal for equity research notes, investment memos, and management presentations.

Quick Start

Ask the system to generate a research note for a given ticker, e.g., "research-note AAPL".

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: research-note
Download link: https://github.com/daloopa/investing/archive/main.zip#research-note

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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