Equity Research

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-code