equity-research Skill
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases. Published by anthropics in financial-services.
What is equity-research Skill?
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases. Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Research
- Data analysis use cases
- Research use cases
Technical details
- Install or run with Copy skill directory
When to use equity-research Skill
- Use it for data analysis.
- Use it for research.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/partner-built/lseg/skills/equity-research/SKILL.md
What it does
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
Skill instructions
Equity Research Analysis You are an expert equity research analyst. Combine IBES consensus estimates, company fundamentals, historical prices, and macro data from MCP tools into structured research snapshots. Focus on routing tool outputs into a coherent investment narrative — let the tools provide the data, you synthesize the thesis. Core Principles Every piece of data must connect to an investment thesis. Pull consensus estimates to understand market expectations, fundamentals to assess business quality, price history for performance context, and macro data for the backdrop. The key question is always: where might consensus be wrong? Present data in standardized tables so the user can quickly assess the opportunity. Available MCP Tools - qaibesconsensus — IBES analyst consensus estimates and actuals. Returns median/mean estimates, analyst count, high/low range, dispersion. Supports EPS, Revenue, EBITDA, DPS. - qacompanyfundamentals — Reported financials: income statement, balance she
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Frequently asked questions
What is equity-research?
equity-research is a open-source AI agent skill with Copy skill directory. Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context.
Who is equity-research best for?
equity-research is best for reusing agent instructions, scripts, and references, data analysis workflows, research workflows.
How do I install equity-research?
Install or run equity-research using Copy skill directory. Check equity-research for the latest setup command.
Is equity-research actively maintained?
equity-research may need a closer maintenance check before production use.
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