Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "initiating-coverage" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/equity-research/skills/initiating-coverage/SKILL.md 2. Save it as ~/.claude/skills/initiating-coverage/SKILL.md 3. Reload skills and tell me it's ready
Create institutional-quality equity research initiation reports through a structured 5-task workflow. Each task must be executed separately with verified inputs.
This skill produces comprehensive first-time coverage reports following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). Tasks are executed individually, each verifying prerequisites before proceeding.
Default Font: Times New Roman throughout all documents (unless user specifies otherwise).
THIS SKILL OPERATES IN SINGLE-TASK MODE ONLY.
When user requests:
REQUIRED RESPONSE:
Ask which specific task to perform:
I can help you create an equity research initiation report for [Company].
This involves 5 separate tasks that need to be completed individually:
1. Company Research - Research business, management, industry
2. Financial Modeling - Build projection model
3. Valuation Analysis - DCF and comparable companies
4. Chart Generation - Create 25-35 charts
5. Report Assembly - Compile final report
Which task would you like to start with?
When user explicitly requests all tasks together:
I understand you'd like to complete the entire initiation report pipeline.
Currently, this skill supports executing one task at a time, which allows
for better quality control and review at each stage.
We're working on a seamless end-to-end workflow that will make this process
more automated, but for now, we'll need to complete each task separately.
Would you like to start with Task 1 (Company Research)?
Never automatically assume which task to start - always ask user to confirm.
Never execute multiple tasks in sequence - complete one task, deliver outputs, then wait for next user request.
DELIVER ONLY THE SPECIFIED OUTPUTS. DO NOT CREATE EXTRA DOCUMENTS.
Each task specifies exact deliverables. Do NOT create:
Why: These extras waste context and are not part of the professional workflow.
What TO deliver:
If a deliverable is not listed above, DO NOT CREATE IT.
Select which task to execute:
| Task | Name | Prerequisites | Output |
|---|---|---|---|
| 1 | Company Research | Company name/ticker | 6-8K word document |
| 2 | Financial Modeling | 10-K or financials access | Excel model (6 tabs) |
| 3 | Valuation Analysis | Financial model (Task 2) | Valuation + price target |
| 4 | Chart Generation | Tasks 1, 2, 3 + external data | 25-35 PNG/JPG charts |
| 5 | Report Assembly | ALL previous tasks (1-4) | 30-50 page DOCX report |
…
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".