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Built for the Claude Code community with Claude Code by @mertduzgun

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  1. Skills
  2. /
  3. anthropics
  4. /
  5. financial-services
  6. /
  7. Initiating Coverage

Initiating Coverage

Editor's Note

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

npx skills add https://github.com/anthropics/financial-services --skill initiating-coverage
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Installs237
GitHub Stars29.4k
Categories
Testing & QAAI & Agent BuildingFinance & Trading
First SeenJun 3, 2026
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