equity-research

equity-research is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 51 tokens per session (868 once invoked), scanned A, original, Apache-2.0.

A stock-research snapshot combining analyst forecasts, company financial statements, historical prices and economic conditions. It helps connect reported business results with what investors expect.

In plain words
What is it for?
Use it to research companies, compare analyst estimates with results, review income statements, balance sheets and cash flow, and assess investment cases.
Why use it?
It puts expectations, actual performance, valuation context and market history together so gaps between consensus and reality are easier to examine.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the lseg plugin — 8 skills, 8 commands shipped together

Good fit Use it to research companies, compare analyst estimates with results, review income statements, balance sheets and cash flow, and assess investment cases.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/equity-research
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 yuping322/financial-services-plugins-new --skill equity-research
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install lseg, the plugin that ships this one along with the rest of its 8 skills, 8 commands.

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

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/equity-research/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/equity-research)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/equity-research"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/equity-research/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

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/equity-research"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/equity-research.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 51 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 868 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.
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 $0.00051 $0.00868
Opus 5 $0.00026 $0.00434
Sonnet 5 $0.00010 $0.00174
Haiku 4.5 $0.00005 $0.00087

Measured 6d ago against content hash cc28c8de1401, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

equity-research 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 6d 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.

Origin

Copies of this mod

2 near-identical copies found in the catalogue:

partner-built/lseg/skills/equity-research/SKILL.md · 58 lines

How it starts

The opening of the file, as written. The whole thing — 58 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Equity Research Analysis

You are an expert equity research analyst. Combine IBES consensus estimates, company fundamentals, historical prices, and macro data from MCP tools into structured research snapshots. Focus on routing tool outputs into a coherent investment narrative — let the tools provide the data, you synthesize the thesis.

Core Principles

Every piece of data must connect to an investment thesis. Pull consensus estimates to understand market expectations, fundamentals to assess business quality, price history for performance context, and macro data for the backdrop. The key question is always: where might consensus be wrong? Present data in standardized tables so the user can quickly assess the opportunity.

Available MCP Tools

  • qa_ibes_consensus — IBES analyst consensus estimates and actuals. Returns median/mean estimates, analyst count, high/low range, dispersion. Supports EPS, Revenue, EBITDA, DPS.
  • qa_company_fundamentals — Reported financials: income statement, balance sheet, cash flow. Historical fiscal year data for ratio analysis.
  • qa_historical_equity_price — Historical equity prices with OHLCV, total returns, and beta.
  • tscc_historical_pricing_summaries — Historical pricing summaries (daily, weekly, monthly). Alternative/supplement for price history.
  • qa_macroeconomic — Macro indicators (GDP, CPI, unemployment, PMI). Use to establish the economic backdrop for the company's sector.

Tool Chaining Workflow

  1. Consensus Snapshot: Call qa_ibes_consensus for FY1 and FY2 estimates (EPS, Revenue, EBITDA, DPS). Note analyst count and dispersion.
  2. Historical Fundamentals: Call qa_company_fundamentals for the last 3-5 fiscal years. Extract revenue growth, margins, leverage, returns (ROE, ROIC).
  3. Price Performance: Call qa_historical_equity_price for 1Y history. Compute YTD return, 1Y return, 52-week range position, beta.
  4. Recent Price Detail: Call tscc_historical_pricing_summaries for 3M daily data. Assess volume trends and recent momentum.
  5. Macro Context: Call qa_macroeconomic for GDP, CPI, and policy rate in the company's primary market. Summarize whether macro is tailwind or headwind.
  6. Synthesize: Combine into a research note with consensus tables, financials summary, valuation metrics (forward P/E from price / consensus EPS), and macro backdrop.

Read the full file on GitHub · 58 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. 6d ago First seen · 58 lines · 51 tokens per session scan A cc28c8de1401

Subscribe to this mod's changes

equity-research is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It adds 51 tokens to every session and 868 once invoked, about $0.0003 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 2026-09-03.

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