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Initiating Coverage

anthropics/financial-services-pluginsOfficial

This is for building proper sell-side equity research reports, the kind you'd see from Goldman or JPMorgan when they initiate coverage on a stock. It's a five-task workflow: company research, financial modeling in Excel, valuation analysis with DCF and comps, chart generation, and final report assembly. Each task runs separately because the later ones depend on earlier outputs, so you can't just fire off "write me a Tesla report" and expect a 40-page PDF. The instructions are extremely specific about not taking shortcuts, down to mandating Times New Roman and forbidding you from creating summary docs that aren't part of the deliverable spec. If you actually need to produce institutional-grade initiation reports and have the patience to run five sequential tasks, this will get you there.

skills.sh installs: 919
GitHub stars: 33.5K
last updated: Jul 14, 2026

Install

$ npx -y skills add anthropics/financial-services-plugins --skill initiating-coverage --agent claude-code

Installs into .claude/skills of the current project.

Files

Initiating Coverage

Create institutional-quality equity research initiation reports through a structured 5-task workflow. Each task must be executed separately with verified inputs.

Overview

This skill produces comprehensive first-time coverage reports following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). Tasks are executed individually, each verifying prerequisites before proceeding.

Default Font: Times New Roman throughout all documents (unless user specifies otherwise).

⚠️ CRITICAL: One Task at a Time

THIS SKILL OPERATES IN SINGLE-TASK MODE ONLY.

If User Requests Full Pipeline

When user requests:

"Create a coverage initiation report for [Company]"
"Write an initiation report for [Company]"
"Do the entire equity research process for [Company]"
"Complete all 5 tasks for [Company]"
Any request that implies running multiple tasks or the entire workflow

REQUIRED RESPONSE:

Ask which specific task to perform:

I can help you create an equity research initiation report for [Company].
This involves 5 separate tasks that need to be completed individually:

SKILL.md on GitHub

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Details

Repository: github.com/anthropics/financial-services-plugins
Categories: Testing & QA, Finance & Trading
First seen: May 16, 2026

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