Equity Research

This is a proper equity research workflow packaged into Claude. It chains together IBES consensus estimates, company fundamentals, historical prices, and macro data into standardized research snapshots with tables for consensus, financials, and valuation metrics. The prompt is opinionated about structure: pull FY1/FY2 estimates, compare to three to five years of actuals, layer in price performance and macro context, then synthesize into an investment thesis with bull/bear cases. It's built for anyone who needs to go from ticker to coherent investment view quickly, whether you're doing comp analysis, preparing for earnings, or just trying to figure out where the Street might be wrong. The output format is rigid by design, which is either helpful or limiting depending on your workflow.

skills.sh installs: 3.3K
GitHub stars: 41.2K
last updated: Aug 21, 2026

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Install

$ npx -y skills add anthropics/financial-services --skill equity-research --agent claude-code

Installs into .claude/skills of the current project.

Files

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.