Equity Research
This skill analyzes financial data to generate equity research reports, providing insights for investment decisions and strategic planning.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add equity-research npx -- -y @trustedskills/equity-research
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"equity-research": {
"command": "npx",
"args": [
"-y",
"@trustedskills/equity-research"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill enables AI agents to perform professional-grade equity research, analyzing financial data and market trends to generate investment insights. It supports the evaluation of specific stocks or broader sectors by synthesizing complex information into actionable summaries.
When to use it
- You need a quick fundamental analysis of a specific company before making an investment decision.
- You want to compare the financial health and valuation metrics of multiple competitors in the same industry.
- You require an overview of recent market-moving events affecting a particular sector or asset class.
Key capabilities
- Analyzes financial statements, earnings reports, and market data for equities.
- Generates comparative analysis between different companies within a specific industry.
- Summarizes macroeconomic factors and news impacting stock performance.
Example prompts
- "Provide a fundamental analysis of Apple Inc., including its P/E ratio, debt-to-equity, and recent revenue growth trends."
- "Compare the financial stability and market positioning of Tesla and Rivian over the last fiscal year."
- "What are the key drivers affecting the semiconductor sector's performance in Q3?"
Tips & gotchas
Ensure you provide specific ticker symbols or company names to get targeted results rather than general market commentary. While this skill synthesizes available data, always cross-reference critical investment decisions with official filings and professional financial advisors.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🏢 Official
Published by the company or team that built the technology.