Full coverage lifecycle — from initiating coverage reports to daily morning notes, earnings analysis, model updates, and sector overviews. Works with earnings transcripts, SEC filings, and your existing financial models.
claude plugin install anthropic/equity-researchQuestions about Equity Research?
6 skills in this vertical
Earnings Analysis
/earnings-analysisCreate professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts.
Morning Note
/morning-noteDraft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. 400-600 words.
Initiating Coverage
/initiating-coverageCreate institutional-quality equity research initiation reports through a 5-task workflow: company research, financial modeling, valuation analysis, chart generation, and final report assembly. Each task produces specific deliverables including Excel models, charts, and a full DOCX report.
Earnings Preview
/earnings-previewBuild pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Prepares positioning notes, sets up bull/bear scenarios, and identifies what will move the stock before the company reports.
Sector Overview
/sector-overviewCreate comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. For client requests, sector initiations, thematic research pieces, or internal knowledge building.
Model Update
/model-updateUpdate financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Fast turnaround after data events.