12 Equity Research Agent Skills
Skills for buy-side and sell-side analysts — coverage, earnings, and thesis tracking.
Agent Skills for Claude Code covering coverage initiation, earnings analysis, morning notes, and investment thesis management.
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Equity research skills cover the sell-side and buy-side analyst workflow: initiating coverage reports, earnings analysis, morning notes, and investment thesis documentation. They structure the output — not the opinion — so analysts can spend more time on the judgment and less on formatting.
Built for research analysts producing structured coverage documents under recurring deadlines. Install once, apply to every name in coverage.
Catalyst Calendar
by @anthropics
Track and organize upcoming catalysts, earnings dates, and market-moving events for equity research coverage.
Earnings Analysis
by @anthropics
Analyze quarterly earnings results against estimates, dissect key drivers, and summarize implications for your thesis.
Earnings Preview
by @anthropics
Generate a structured earnings preview note with consensus estimates, key watchpoints, and scenario analysis ahead of results.
Idea Generation
by @anthropics
Generate and screen new investment ideas using structured frameworks for identifying mispriced securities.
Initiating Coverage
by @anthropics
Write initiating coverage reports with Claude Code — investment thesis, DCF valuation, comparable companies, risk factors, and price target. Official Anthropic skill.
Model Update
by @anthropics
Update financial models with new data, revise estimates, and document changes to key assumptions and price targets.
Morning Note
by @anthropics
Produce a structured morning research note summarizing overnight developments, market moves, and key items to watch.
Sector Overview
by @anthropics
Write a comprehensive sector overview covering industry dynamics, competitive landscape, valuation, and key themes.
Thesis Tracker
by @anthropics
Track and monitor investment thesis milestones, update conviction scores, and flag when thesis assumptions are being tested.
Equity Research Analysis (LSEG)
by @anthropics
Conduct equity research analysis using LSEG data infrastructure, covering valuation, fundamentals, and consensus tracking.
Earnings Preview Beta
by @anthropics
Generate earnings preview analysis using S&P Global data, covering consensus estimates, historical beats, and sentiment indicators.
Tear Sheet
by @anthropics
Generate concise company tear sheets using S&P Global data with key financials, ownership, credit ratings, and market data.