Initiating Coverage

This is a structured workflow for building institutional-grade equity research reports, the kind you'd see from JPMorgan or Goldman. It breaks the process into five discrete tasks: company research, financial modeling, valuation analysis, chart generation, and final report assembly. Each task runs separately with explicit prerequisites, which means you execute one, review the output, then move to the next. The skill is deliberately rigid about this to avoid quality shortcuts. Tasks 1 and 2 are independent, but 3 through 5 have hard dependencies on earlier outputs. Useful if you need reproducible research reports and want enforced checkpoints rather than a black box pipeline.

Install to Claude Code

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