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Equity Research Agent Skills

Equity research skills cover the work of forming and publishing a view on a stock: deciding which names you are allowed to have a view on, maintaining a living model of how the business makes money, arriving at a valuation and the assumptions that move it, and articulating a variant view where you disagree with the street. They also cover the artifacts and constraints around that work — the note a salesperson can put in front of a PM, and the compliance walls between research, banking, and trading. Use the ranked list by starting with the sub-topic closest to the task in front of you, then read the skill's description to confirm it matches your coverage rules and workflow before you load it.

8 to start with12 top options

Start with these.

Equity research is a published view on a stock: coverage, model, valuation, and a recommendation a client can trade.

These are the closest matches for this work. Start with the first one and open it to install.

Which names you are allowed to have a view on.A living spreadsheet of how the business makes money.The number, and the assumptions that move it.Where you disagree with the street, specifically.The artifact a salesperson can put in front of a PM.The walls between research, banking, and trading. A sub-problem of this domain with no skills yet.

12 top options

  1. Rank 01
    Direct

    equity-research

    Generates equity research snapshots combining IBES consensus estimates, company fundamentals, historical prices, and macro context into consensus tables, financial summaries, valuation metrics, and an investment thesis.

    by anthropics/financial-services

    • Coverage
    • Variant view
    • The note
    3,024 · popularity
    View Agent Skill
  2. Rank 02
    Direct

    dcf-model

    Builds institutional-quality DCF models for equity valuation from SEC filings and analyst data, with cash flow projections, WACC, sensitivity analysis, and professional Excel output.

    by anthropics/financial-services

    • Valuation
    2,281 · popularity
    View Agent Skill
  3. Rank 03
    Direct

    stock-research-executor

    Executes an 8-phase stock investment due-diligence process covering business foundation, industry cycle, financial quality, governance, sentiment, valuation, and a final cited report.

    by liangdabiao/claude-code-stock-deep-research-agent

    • Valuation
    1,774 · popularity
    View Agent Skill
  4. Rank 04
    Direct

    longbridge

    Live market data, news, filings, fundamentals, insider trades, institutional holdings, and portfolio analysis via the Longbridge CLI across US, HK, CN, SG, and crypto markets. Feeds equity research with current data.

    by longbridge/skills

    • Coverage
    • Variant view
    4,077 · popularity
    View Agent Skill
  5. Rank 05
    Direct

    serenity-skill

    Researches technology and advanced-manufacturing investments via supply-chain bottleneck analysis, producing theme scans, company thesis challenges, and candidate comparisons with dated evidence.

    by muxuuu/serenity-skill

    2,078 · popularity
    View Agent Skill
  6. Rank 06
    Direct

    initiating-coverage

    Produces institutional-quality equity research initiation reports through a 5-task workflow: company research, financial modeling, valuation, chart generation, and final report assembly.

    by anthropics/financial-services

    • Coverage
    • Model
    • Valuation
    1,845 · popularity
    View Agent Skill
  7. Rank 07
    Direct

    earnings-analysis

    Creates professional equity research earnings update reports (8-12 pages) analyzing quarterly results for covered companies, with beat/miss analysis, updated estimates, revised thesis, tables, and charts.

    by anthropics/financial-services

    • Variant view
    3,162 · popularity
    View Agent Skill
  8. Rank 08
    Direct

    earnings-preview-single

    Generates a concise 4-5 page equity research earnings preview for a single company, analyzing the latest transcript, competitors, valuation, and news into a professional HTML report.

    by anthropics/financial-services

    • The note
    1,745 · popularity
    View Agent Skill
Explore 4 more Agent Skills
  1. Rank 09
    Direct

    comps-analysis

    Builds institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel for public company valuation and peer benchmarking.

    by anthropics/financial-services

    • Coverage
    • Valuation
    2,146 · popularity
    View Agent Skill
  2. Rank 10
    Possible

    datapack-builder

    Builds standardized financial data packs from CIMs, filings, and MCP sources into investment-committee-ready Excel workbooks with documented assumptions and formatting rules.

    by anthropics/financial-services

    1,673 · popularity
    View Agent Skill
  3. Rank 11
    Possible

    korean-stock-search

    Searches Korean listed stocks, KRX base information, and daily trade snapshots via a proxy without a KRX API key. Provides market data useful for Korean equity coverage.

    by nomadamas/k-skill

    6,114 · popularity
    View Agent Skill
  4. Rank 12
    Possible

    firecrawl

    Notable

    Any live-web task via the Firecrawl CLI — including ordinary web research: searching the web, reading or extracting pages, gathering sources, discovering site URLs, bulk extraction, downloading a site, change alerts, or pages needing clicks/login — web only; local files route to firecrawl-parse. For papers use firecrawl-research-index; for library, API, error, or bug questions use firecrawl-developer-index.

    by firecrawl/skills

    View Agent Skill
What this topic covers

What this topic covers

Each sub-topic groups Agent Skills for a specific situation.

Coverage
Which names you are allowed to have a view on.
Model
A living spreadsheet of how the business makes money.
Valuation
The number, and the assumptions that move it.
Variant view
Where you disagree with the street, specifically.
The note
The artifact a salesperson can put in front of a PM.
Compliance
The walls between research, banking, and trading.
Frequently asked questions

Frequently asked questions

What is the difference between a modeling skill and a valuation skill?
A model is a living spreadsheet of how the business makes money; valuation is the number that comes out of it, plus the assumptions that move that number. You generally need the model in place before valuation work is meaningful.
How is this list ordered?
It is ranked by observed search demand, with skills that directly match the Equity Research topic placed first. No single publisher can take more than a capped share of the list.
Why do compliance skills belong on an equity research page?
Equity research is a published view a client can trade, and it sits behind walls between research, banking, and trading. Skills that help you respect those walls are part of doing the job, not a separate discipline.
Do I need a coverage skill before I can use a note-writing skill?
Coverage defines which names you are allowed to have a view on, and the note is the artifact that carries that view to a salesperson and a PM. If your coverage list is not settled, the note has nothing to attach to.

How to install an Agent Skill

Start with the first skill on this page. Claude Code reads a SKILL.md once it is in the skills directory:

  • Claude Code — copy the SKILL.md for equity-research into ~/.claude/skills/equity-research/ for yourself, or .claude/skills/equity-research/ to share it with a project.
  • From the registry — run npx skills add anthropics/financial-services@equity-research.
  • Or download equity-research from its source and place that SKILL.md in the directory above.

How to choose Check the source and the skill’s own instructions before you install. Official and Notable describe where a skill comes from.