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.

284240Updated 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

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

Analyze [COMPANY] in the [INDUSTRY] sector using the latest [DATA] available. Provide a comprehensive equity research report including fundamental analysis, technical indicators, and risk assessment. Include a clear buy/sell recommendation with supporting rationale.

Example Output

# Equity Research Report: Tesla Inc. (TSLA)

## Fundamental Analysis
- **Revenue Growth**: 24% YoY, outpacing industry average of 12%
- **Profit Margins**: Gross margin at 25.6%, operating margin at 14.7%
- **Debt-to-Equity**: 0.38, indicating moderate leverage
- **P/E Ratio**: 48.7x, higher than industry average of 22.5x

## Technical Indicators
- **52-Week Range**: $101.81 - $299.20
- **50-Day Moving Average**: $220.50
- **Relative Strength Index (RSI)**: 62.3 (Neutral)
- **MACD**: Bullish crossover detected

## Risk Assessment
- **Regulatory Risks**: Potential changes in EV subsidies
- **Competition**: Increasing competition from legacy automakers
- **Supply Chain**: Potential disruptions in battery materials

## Recommendation
**Buy**
Tesla's strong revenue growth and innovative position in the EV market justify a buy rating. While valuation metrics appear stretched, the company's first-mover advantage and technological leadership provide a strong competitive moat. Recommend accumulating on dips towards the 50-day moving average.