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Equity Research · /initiating-coverage

Initiating Coverage

Create 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.

◆ Output

What it produces

25-40 page initiation report with investment thesis, financial model, valuation, risks, and rating

◆ Audience

Best for

New coverage initiationssector expansioninstitutional research distribution
◆ Example prompts

Use it like this

After uploading this skill to Claude, type in the chat:

›/initiating-coverage Initiate coverage on Palantir — Buy rating, $35 PT
›/initiating-coverage Full initiation report for CRWD, attached 10-K
›/initiating-coverage Start coverage of Snowflake with financial model
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◆ Installation

How to use this skill

1
Download the skill ZIP

Go to the Initiating Coverage folder on GitHub, download it as a ZIP file. Or download the full Equity Research vertical to get all 6 skills at once.

2
Upload to Claude

Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.

3
Type /initiating-coverage in Claude

Open Claude, type /initiating-coverage, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.

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