Equity Research
Equity research tools: earnings analysis, initiating coverage reports, and research workflows
Skills (9)
Claude uses these on its own when your request matches.
- catalyst-calendarBuild and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events",…
- earnings-analysisCreate 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…
- earnings-previewBuild 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",…
- idea-generationSystematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation",…
- initiating-coverageCreate 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.…
- model-updateUpdate financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on…
- morning-noteDraft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight",…
- sector-overviewCreate comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview",…
- thesis-trackerMaintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers…
Commands (9)
Shortcuts you type in Claude Code.
- /catalystsView or update the catalyst calendar
- /earnings-previewBuild a pre-earnings preview with scenarios
- /earningsAnalyze quarterly earnings and create an earnings update report
- /initiateCreate an initiating coverage report
- /model-updateUpdate a financial model with new data
- /morning-noteDraft a morning meeting note
- /screenRun a stock screen or generate investment ideas
- /sectorCreate a sector overview report
- /thesisCreate or update an investment thesis
Also adds hooks that run automatically at set points in a session.
Install
Install in Claude (Cowork)
This plugin is published for Claude Cowork. Its publisher doesn't list Claude Code support.
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