Equities

This is your go-to for equity analysis questions, from CAPM and Fama-French factor models to valuation ratios like P/E, PEG, and EV/EBITDA. It covers index construction methods (cap-weighted vs equal-weighted vs fundamental), style box classification, GICS sector frameworks, and earnings mechanics. The worked examples walk through CAPM expected return calculations and style analysis via regression on Russell value and growth indices. Honestly, it's comprehensive enough that you could use it as a quick reference guide for CFA-style equity topics. The cross-references to historical risk and portfolio construction make sense since equities rarely exist in isolation.

skills.sh installs: 727
GitHub stars: 224
last updated: Aug 21, 2026

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Install

$ npx -y skills add joellewis/finance_skills --skill equities --agent claude-code

Installs into .claude/skills of the current project.

Files

Equities

This skill is a decision procedure: which valuation metric to use for which company, which index methodology fits which mandate, and the order of operations for analyzing a stock. It assumes the user can look up definitions; the value here is choosing the right tool.