Initiating Coverage

anthropics/financial-services/plugins/vertical-plugins/equity-research/skills/initiating-coverage

by 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.

FeaturedInstructions onlyBusiness & Finance
  1. 574ed3624aebCurrentcommit 574ed36Published Oct 8, 2026

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