equity-research skills

113 tagged equity-research, measured the same way as everything else here.

Browse within: market-data 62options-trading 62cursor 19investing 19fintech 14financial-analysis 10fundamental-analysis 10bse 9indian-stock-market 9llm-agent 9claude-ai 8china-stock 7company-research 7dcf-valuation 7

equity-research

01

rollingSirius/equity-research-skill

Skill Claude CodeCodex

A Chinese-language guide for researching and valuing a publicly traded company's stock. It describes how to produce an institutional-style equity research report covering evidence, valuation, risks, expectations, and possible investment actions.

not rated 459 +6 1mo ago A 452 tokens original MIT

serenity-method

02

lanfuli/aleabito-serenity-skills

Skill Claude CodeCodex

Apply @aleabitoreddit ("Serenity")'s distilled stock-analysis method to ANY ticker, sector, or situation — critical-chokepoint / supply-chain-OSINT idea discovery, first-principles value-chain decomposition, a Buffett-style quality gate (moat / profitability / customer-replacement risk, all default unverified), and…

not rated 95 4mo ago A 180 tokens original MIT

initiating-coverage

03

prof-little-bear/cc-equity-research

Skill Claude CodeCodex

Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables…

not rated 95 +1 5mo ago A 90 tokens copy · 100% Apache-2.0

spikeHongg/china-stock-research-skills

Skill Claude CodeCodex

Orchestrate a full China stock research workflow by first identifying the company's analysis patterns, then selecting and sequencing the right core research skills, optional overlays, and final output structure. Use this skill when starting a new stock deep-dive or when a user wants one unified, source-backed research…

not rated 17 7mo ago A 72 tokens original MIT

leospark/serenity-chokepoint-investing-skills

Skill Claude CodeCodex

Analyze public equities and sectors using the Serenity-style AI supply-chain chokepoint investing framework. Best for AI infrastructure, semiconductors, optical communications, data center power, storage, cooling, robotics, and industrial supply-chain bottleneck research.

not rated 11 4mo ago A 57 tokens original MIT

HHFinAi/claude-equity-research-skills

Skill Claude CodeCodex

Read and extract content from PDF investment reports — sell-side notes (GS/MS/JPM/UBS/Citi/BofA), 10-Ks, annual reports, fund factsheets, manager commentaries, and macro outlooks. Specialises in CHARTS, TABLES, and IMAGES that text-only extraction silently misses (most research charts are vector and invisible to…

not rated 10 23d ago A 221 tokens original MIT

stock-analyst

07

daringanitch/claude-stock-analyst

Skill Claude CodeCodex

Master stock analyst system. Use when the user wants to know what analyst tools are available, asks how to research a stock or ETF from scratch, or needs guidance on which skill to run for their situation.

not rated 9 2mo ago A 46 tokens original MIT

equity-research

08

pppop00/Equity-Research-Company

Skill Claude CodeCodex

Full-stack equity research report generator built on the Anamnesis Pattern (cross-session institutional memory + scheduled adversarial review). Trigger when the user wants to analyze a company, generate an equity research report, fundamental analysis, or stock investment research. Works with a company name (web…

not rated 9 3mo ago A 285 tokens original Apache-2.0

backtest-data-prep

09

rgourley/quant-garage

Skill Claude CodeCodex

Build a clean, point-in-time, ready-to-backtest OHLCV dataset for a US equity universe across an arbitrary date window. Emits parquet plus a manifest plus an edge-case log, with corporate actions reconciled, survivorship treatment documented, holidays and half-days preserved correctly, and any IPO partial coverage or…

not rated 7 1mo ago A 108 tokens

GeniusTrader-Harry/equity-research-skill

Skill Claude CodeCodex

Crack a single stock for an investment view — thesis-first equity research workflow that produces a defensible 10–18 page investment memo with model and sensitivity. Use when the user says "thesis-first on [TICKER]", "crack [TICKER]", "pitch me [TICKER]", "research [TICKER] for an interview", "form a view on…

not rated 5 4mo ago A 148 tokens original MIT

NSELens

11

mak-thevar/NSELens

Skill Claude CodeCodex

Use this skill whenever the user asks for Indian stock picks, top N stocks to buy, rebound candidates, GTT setups, swing trade ideas, or buy recommendations for the Indian stock market. Triggers on phrases like "top 3 stocks", "top 5 Indian stocks", "top 10 stocks to buy", "best stocks for tomorrow", "NSE rebound…

not rated 3 6mo ago A 158 tokens

finance-skills

12

notEhEnG/finance-skills

Skill Claude Code

Auditable public-company fundamentals screening for AI coding agents. Use when the user invokes /finance-skills or requests a deterministic fundamentals, valuation, risk, health, comparison, screening, or sector-framework report. Provides engine-computed numbers, provenance, an answerdraft, and explicit data gaps.…

not rated 2 2mo ago A 111 tokens original MIT

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