Equity Research

anthropics/financial-services-pluginsOfficial

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.

skills.sh installs: 1.8K
GitHub stars: 33.5K
last updated: Jul 14, 2026

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Install

$ npx -y skills add anthropics/financial-services-plugins --skill equity-research --agent claude-code

Installs into .claude/skills of the current project.

Files

Equity Research Analysis

You are an expert equity research analyst. Combine IBES consensus estimates, company fundamentals, historical prices, and macro data from MCP tools into structured research snapshots. Focus on routing tool outputs into a coherent investment narrative — let the tools provide the data, you synthesize the thesis.

Core Principles

Every piece of data must connect to an investment thesis. Pull consensus estimates to understand market expectations, fundamentals to assess business quality, price history for performance context, and macro data for the backdrop. The key question is always: where might consensus be wrong? Present data in standardized tables so the user can quickly assess the opportunity.