claude-equity-research

🥈Silver

Claude Code Plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations with comprehensive fundamental analysis, technical indicators, and risk assessment. Educational use only - not financial advice.

405240Updated 1w ago

Intermediate30min to implementautomation

Saves ~120 min per use

Quick InstallView Source

git clone https://github.com/quant-sentiment-ai/claude-equity-research.git

Works with:

Claude

Overview

About This Skill

How to Use

[{"step":"Install the plugin in Claude: /plugin marketplace add claude-equity-research","tip":"Ensure you have the latest version by checking /plugin list"},{"step":"Gather required inputs: TICKER_SYMBOL (e.g., AAPL), REPORT_DATE (format: YYYY-MM-DD), and DATA_SOURCE (e.g., Yahoo Finance, Bloomberg, SEC filings)","tip":"For fundamental data, specify whether to use trailing twelve months (TTM) or fiscal year data"},{"step":"Run the prompt in Claude with your custom inputs. For example: 'Generate a professional equity research report for MSFT as of 2024-06-15. Include fundamental analysis covering revenue growth, profit margins, and valuation metrics for the last 3 fiscal years...'","tip":"Use the /clear command before pasting new prompts to avoid context overflow"},{"step":"Review the generated report for accuracy and adjust any assumptions based on your specific knowledge of the company","tip":"Cross-reference key metrics with your preferred data provider for validation"},{"step":"Export the report for presentation or further analysis. Use /save [filename] to store the output in your workspace","tip":"For presentations, copy the markdown-formatted sections into PowerPoint or Google Slides"}]

Setup & Installation

Quick Install

No install command available. Check the GitHub repository for manual installation instructions.

Alternative Install (Git Clone)

git clone https://github.com/quant-sentiment-ai/claude-equity-research

Requirements

Claude Code or compatible AI agent
Works with: Claude

Quick Start Guide

Install the Skill

Copy the install command above and run it in your terminal.

Open Your AI Agent

Launch Claude Code, Cursor, or your preferred AI coding agent.

Try It Out

Use the prompt template or examples below to test the skill.

Customize

Adapt the skill to your specific use case and workflow.

Usage Examples

Prompt Template

Generate a professional equity research report for [TICKER_SYMBOL] as of [REPORT_DATE]. Include: 1) Fundamental analysis covering revenue growth, profit margins, and valuation metrics for the last 3 fiscal years, 2) Technical analysis with key support/resistance levels and moving averages, 3) Risk assessment highlighting top 3 risks and their potential impact, 4) Investment recommendation with a 12-month price target and rationale. Use data from [DATA_SOURCE] and format the report with clear headers and bullet points for readability.

Example Output

{"company":"TechNova Inc. (TICKR: TNVA)","report_date":"June 15, 2024","fundamental_analysis":{"revenue_growth":{"2021":"12.5%","2022":"18.3%","2023":"22.1%","3-year_CAGR":"17.6%"},"profit_margins":{"gross_margin_2023":"45.2%","operating_margin_2023":"22.8%","net_margin_2023":"15.7%","trend":"Improving margins driven by economies of scale in cloud services"},"valuation_metrics":{"pe_ratio":"24.5x","peg_ratio":"1.8x","ev_ebitda":"12.1x","comparable_pe":"28.2x","valuation_assessment":"Slightly undervalued relative to peers but premium justified by growth prospects"}},"technical_analysis":{"price_action":"Currently trading at $142.50, up 3.2% today on volume 1.8x 30-day average","key_levels":{"support":"$135.00 (50-day MA)","resistance":"$150.00 (all-time high)","stop_loss":"$130.00"},"moving_averages":{"50_day":"$138.75 (bullish)","200_day":"$125.40 (bullish)","golden_cross":"Confirmed on May 3, 2024"}},"risk_assessment":{"top_risks":[{"risk":"Regulatory scrutiny on data privacy practices","impact":"High - potential fines up to $200M","mitigation":"Proactive compliance investments and legal team expansion"},{"risk":"Cloud infrastructure outage disrupting core services","impact":"Medium - estimated revenue loss of $50M/quarter","mitigation":"Multi-cloud redundancy and improved disaster recovery protocols"},{"risk":"Competition from emerging AI startups","impact":"Medium - potential market share erosion of 5-8%","mitigation":"Accelerated R&D investment and strategic acquisitions"}],"overall_risk_profile":"Moderate - well-diversified revenue streams but exposed to tech-specific risks"},"investment_recommendation":{"rating":"BUY","price_target":"$175.00 (12-month horizon)","upside_potential":"23% from current levels","timeframe":"12 months","rationale":"TechNova demonstrates strong fundamental growth with improving profitability metrics. The technical setup is constructive with a confirmed golden cross and price above key moving averages. While regulatory and competitive risks exist, they appear manageable given the company's scale and financial resources. Valuation remains reasonable relative to growth prospects.","alternative_scenarios":{"bull_case":"$200.00 (33% upside) if cloud adoption accelerates further","bear_case":"$120.00 (16% downside) if regulatory fines exceed expectations"}}}