Initiating Coverage

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).

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⚠️ 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:

1. 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: