Summary
This skill chains together analyst consensus data, company fundamentals, historical prices, and macro indicators to produce structured equity research snapshots. It pulls IBES estimates, calculates forward P/E ratios, builds trend tables for margins and leverage, and wraps everything in a standardized investment thesis format with bull/bear cases. The prompt is opinionated about workflow: consensus first, then three to five years of financials, then price performance, then macro context. It's built for anyone who needs to quickly synthesize whether a stock is interesting without manually stitching together data from five different sources. The output tables are clean and the thesis structure keeps you honest about conviction level and catalysts.
Install to Claude Code
npx -y skills add anthropics/financial-services-plugins --skill equity-research --agent claude-codeInstalls into .claude/skills of the current project.
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Fastest browser for AI agents to run web automation tasks, always free.
Download Free life-time →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →