equity-research-core

equity-research-core is a skill for Claude Code, Codex from byteseek/Mira. It costs 33 tokens per session (2,739 once invoked), scanned A, original, Apache-2.0.

A workflow for researching one publicly traded company across its business, financial results, financial quality, economic setting, share price, events, and investment thesis. It adjusts the research focus to the question and time horizon.

In plain words
What is it for?
Use it for an initial company review, an updated investment thesis, or a structured analysis of how financial results, market conditions, events, and price may affect the stock.
Why use it?
It brings different evidence into one traceable research package and prevents short-term earnings signals from being confused with long-term business conclusions.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it for an initial company review, an updated investment thesis, or a structured analysis of how financial results, market conditions, events, and price may affect the stock.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/byteseek/mira/equity-research-core
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add byteseek/Mira --skill equity-research-core
Clone the repo
git clone --depth 1 https://github.com/byteseek/Mira

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for equity-research-core

README.md
[![agentmods](https://agentmods.dev/badge/skills/byteseek/mira/equity-research-core/github.svg)](https://agentmods.dev/skills/byteseek/mira/equity-research-core)
Your own site
<a href="https://agentmods.dev/skills/byteseek/mira/equity-research-core"><img src="https://agentmods.dev/badge/skills/byteseek/mira/equity-research-core/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for equity-research-core

Your own site · 80×15
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Per session 33 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,739 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00033 $0.02739
Opus 5 $0.00016 $0.01370
Sonnet 5 $0.00007 $0.00548
Haiku 4.5 $0.00003 $0.00274

Measured 12d ago against content hash eaa2fccb4c55, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

equity-research-core scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/equity-research-core/SKILL.md · 287 lines

How it starts

The opening of the file, as written. The whole thing — 287 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Equity Research Core Skill

这是当前主 research skill,用于在单次研究中统一处理:

  • 基本面
  • 财务质量
  • 宏观经济与金融条件
  • 技术面节奏
  • 事件与舆情

它不是多个独立 skill 的简单拼接,而是一个面向 research package 的主 skill。

这个 skill 现在采用:

  • 一个统一输出骨架
  • 一个 upstream analysis router
  • 一个 thesis horizon router
  • 一个 framework router
  • 一个 overlay selector
  • 多个可切换研究框架

也就是说,输出仍然统一,但研究顺序、证据权重和结论重心会随时间跨度和标的的定价主导变量变化。

在主框架之外,还允许叠加专题 overlay,用于补充特定研究路径。

Upstream Analysis Routing

进入本 skill 前,应先通过总路由确认任务确实是 single_equity

总路由见:

如果任务本质是财报事件、产业概念、宏观 regime、ETF 产品或方法论研究,应优先进入对应 loop / skill,再决定是否 handoff 到单票研究。

Use When

  • 需要对单一股票做首次覆盖或阶段性复核
  • 需要把多源数据整理成一个可追溯的研究包
  • 需要在同一份输出里同时包含公司、财务、宏观、价格、事件等视角
  • 需要根据标的特征切换研究框架,而不是默认用同一套分析权重
  • 需要区分财报/短中期执行判断和一年以上的长期公司或产业 thesis
  • 已通过 industry-concept-analysis 识别出某个产业概念中的候选标的,需要进入单票研究

Required Inputs

  • company_name
  • ticker
  • market
  • research_question
  • research_cutoff_date
  • thesis_horizon
  • depth_mode 可选;默认由 analysis-routing 推断
  • framework_hint 可选,用户已有明确框架偏好时使用
  • overlay_hint 可选,用户已有明确研究视角时使用

Thesis Horizon Routing

在正式分析前,必须先完成 thesis horizon selection

默认不要把最新财报、未来几个季度盈利修正和长期产业趋势写成同一种结论。先判断:

  • thesis_horizon
  • horizon_bucket
  • horizon_basis
  • horizon_mismatch_risk

时间跨度选择规则见:

当前默认支持四种 horizon bucket:

  • near_term_execution
  • medium_term_revision
  • long_term_thesis
  • regime_transition

Framework Routing

完成 thesis horizon selection 后,必须继续完成 framework selection

默认不要只按市值机械分类,而要优先判断:

  • market_cap_bucket
  • liquidity_and_float
  • ownership_structure
  • business_maturity
  • catalyst_type
  • valuation_anchor_usefulness

框架选择规则见:

当前默认支持三个主框架:

如果标的存在明显混合特征,允许声明:

  • 主框架
  • 次要干扰变量
  • 为什么不采用另一个看起来相近的框架

Read the full file on GitHub · 287 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 287 lines · 33 tokens per session scan A eaa2fccb4c55

Subscribe to this mod's changes

equity-research-core is a skill published in the GitHub repository byteseek/Mira (268 stars, last pushed 4d ago), licensed Apache-2.0. It adds 33 tokens to every session and 2,739 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.