equity research skills

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.

LLMQuant/skills

Skill Claude CodeCodex

Router skill for LLMQuant credit workflows. Use when the user needs issuer credit review, spread regime analysis, high-yield stress monitoring, default risk, debt maturity, or covenant context.

LLMQuant/skills

Skill Claude CodeCodex

Router skill for LLMQuant investor-lens workflows. Use when the user wants an investor-style reasoning overlay grounded in LLMQuant Data evidence.

LLMQuant/skills

Skill Claude CodeCodex

Router skill for LLMQuant options workflows. Use when the user needs IV rank, option scoring, strategy construction, Greeks, P&L simulation, volatility surface, unusual activity, earnings IV crush, backtests, or hedges.

lanfuli/aleabito-serenity-skills

Skill Claude CodeCodex

Track Serenity / @aleabitoreddit on X and turn the feed into (1) a beginner-friendly Chinese iMessage digest with first-principles + Buffett-style judgement, (2) cumulative 60-day ticker mention analytics CSVs for a website, (3) a Xiaohongshu writing brief, and (4) a durable private research map. Trigger on requests…

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…

lanfuli/aleabito-serenity-skills

Skill Claude CodeCodex

Use @aleabitoreddit ("Serenity")'s full mention archive (built by the follow-aleabito skill) to anticipate where her attention is moving and generate candidate ideas in her style. Two modes — (1) RADAR reads the live mention data for attention momentum (which tickers she is heating up on, new entrants, conviction…

prof-little-bear/cc-equity-research

Skill Claude CodeCodex

Skill "catalyst-calendar" from prof-little-bear/cc-equity-research, covering catalyst calendar, workflow, step 1: define coverage universe, step 2: gather catalysts and step 3: calendar view.

prof-little-bear/cc-equity-research

Skill Claude CodeCodex

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when…

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…

samyakjain0606/awesome-stock-skills

Skill Claude CodeCodex

Buy-side equity analyst (SOIC style) that extracts variant perception factors and concrete investible triggers from company concall transcripts. Use when user asks to "analyze growth triggers for [company]", "create VP scorecard for [company]", "extract triggers from concalls", "variant perception analysis", or…

samyakjain0606/awesome-stock-skills

Skill Claude CodeCodex

Expert guide for the NotebookLM CLI (nlm) and MCP server - interfaces for Google NotebookLM. Use this skill when users want to interact with NotebookLM programmatically, including: creating/managing notebooks, adding sources (URLs, YouTube, text, Google Drive), generating content (podcasts, reports, quizzes…

samyakjain0606/awesome-stock-skills

Skill Claude CodeCodex

End-to-end equity research pipeline that downloads concalls and investor presentations from screener.in, uploads them to Google NotebookLM, dynamically generates analysis queries tailored to the specific company and sector, and produces a professional PDF equity deep-dive report. Use when user asks to "research…

spikeHongg/china-stock-research-skills

Skill Claude CodeCodex

Break down an A-share company's business model into segments, customers, products, regions, projects, and order pipeline quality. Use this skill when testing whether reported growth is supported by real delivery, healthy customers, and cash collection. All outputs must include accessible source links.

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…

spikeHongg/china-stock-research-skills

Skill Claude CodeCodex

Analyze an A-share company's strategy, business evolution, and transformation progress. Use this skill when assessing whether a listed company is truly completing a business transition, whether legacy assets still drag results, and which milestones can confirm or falsify management's strategic narrative. All outputs…

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.

daringanitch/claude-stock-analyst

Skill Claude CodeCodex

Portfolio analysis for a mix of ETFs. Use when the user has multiple ETFs and wants to understand overlap, hidden concentration, factor exposure, or overall risk across the combined portfolio.

daringanitch/claude-stock-analyst

Skill Claude CodeCodex

Find and compare the best ETFs to express a sector or thematic view. Use when the user wants to invest in a sector, theme, or industry and needs to know which ETF is the right vehicle.

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.

HHFinAi/claude-equity-research-skills

Skill Claude CodeCodex

Institutional-quality earnings analysis for public equities. Parses 10-Qs, earnings releases, and call transcripts into a 4-layer framework (Parse → Compare → Diagnose → Decide), runs a mechanical scoring engine that produces a composite verdict across beat quality, operational health, and management signals, and…

HHFinAi/claude-equity-research-skills

Skill Claude CodeCodex

Comprehensive framework for analyzing growth stocks using competitive moat theory, technology adoption dynamics, narrative economics, management quality assessment, and platform strategy. Use when asked to analyze growth companies, evaluate competitive positions, assess technology investments, or build investment…

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…

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…