Initiating Coverage
anthropics/financial-services/plugins/vertical-plugins/equity-research/skills/initiating-coverageby anthropics574ed3624aebNo license39K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 weeks ago
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 (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| assets/quality-checklist.md | 9.4 KB | text/markdown |
| assets/report-template.md | 28.5 KB | text/markdown |
| references/task1-company-research.md | 11.8 KB | text/markdown |
| references/task2-financial-modeling.md | 27.2 KB | text/markdown |
| references/task3-valuation.md | 22.2 KB | text/markdown |
| references/task4-chart-generation.md | 32.1 KB | text/markdown |
| references/task5-report-assembly.md | 50.8 KB | text/markdown |
| references/valuation-methodologies.md | 13.8 KB | text/markdown |
| SKILL.md | 29.1 KB | text/markdown |
Source and attribution
Source:anthropics/financial-servicesinplugins/vertical-plugins/equity-research/skills/initiating-coverageat commit574ed36
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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