Initiating Coverage

This is for building proper sell-side equity research reports, the kind you'd see from Goldman or JPMorgan when they initiate coverage on a stock. It's a five-task workflow: company research, financial modeling in Excel, valuation analysis with DCF and comps, chart generation, and final report assembly. Each task runs separately because the later ones depend on earlier outputs, so you can't just fire off "write me a Tesla report" and expect a 40-page PDF. The instructions are extremely specific about not taking shortcuts, down to mandating Times New Roman and forbidding you from creating summary docs that aren't part of the deliverable spec. If you actually need to produce institutional-grade initiation reports and have the patience to run five sequential tasks, this will get you there.

Install to Claude Code

npx -y skills add anthropics/financial-services-plugins --skill initiating-coverage --agent claude-code