Summary
This is a proper equity research workflow packaged into Claude. It chains together IBES consensus estimates, company fundamentals, historical prices, and macro data into standardized research snapshots with tables for consensus, financials, and valuation metrics. The prompt is opinionated about structure: pull FY1/FY2 estimates, compare to three to five years of actuals, layer in price performance and macro context, then synthesize into an investment thesis with bull/bear cases. It's built for anyone who needs to go from ticker to coherent investment view quickly, whether you're doing comp analysis, preparing for earnings, or just trying to figure out where the Street might be wrong. The output format is rigid by design, which is either helpful or limiting depending on your workflow.
Install to Claude Code
npx -y skills add anthropics/financial-services --skill equity-research --agent claude-codeInstalls into .claude/skills of the current project.
Keeps your Mac awake while Claude Code, Codex or Cursor works. Lets it sleep when they are done.
Try free for 7 days →
Block distracting apps from your iPhone permanently without a 3rd party app. Free and open source.
Block now (100% free) →
Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Free an open-source skills that make AI coding agents easier to understand, verify, and control.
Download for free →
Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →Files
SKILL.md
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Featured
Keeps your Mac awake while Claude Code, Codex or Cursor works. Lets it sleep when they are done.
Try free for 7 days →Block distracting apps from your iPhone permanently without a 3rd party app. Free and open source.
Block now (100% free) →Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Free an open-source skills that make AI coding agents easier to understand, verify, and control.
Download for free →Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →
