Agent skill · research science · anthropics
equity-research
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
Why this skill is useful
Provides structured workflows and specific commands for generating comprehensive equity research snapshots that the AI wouldn't reliably generate on its own.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
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 qaibesconsensus — IBES analyst consensus estimates and actuals. Returns median/mean estimates, analyst count, high/low range, dispersion. Supports EPS, Revenue, EBITDA, DPS. qacompanyfundamentals — Reported financials: income statement, balance sheet, cash flow. Historical fiscal year data for ratio analysis. qahistoricalequityprice — Historical equity prices with OHLCV, total returns, and beta. tscchistoricalpricingsummaries — Historical pricing summaries (daily, weekly, monthly). Alternative/supplement for price history. qamacroeconomic — Macro indicators (GDP, CPI, unemployment, PMI). Use to establish the economic backdrop for the company's sector. Tool Chaining Workflow 1. Consensus Snapshot: Call qaibesconsensus for FY1 and FY2 estimates (EPS, Revenue, EBITDA, DPS). Note analyst count and dispersion. 2. Historical Fundamentals: Call qacompanyfundamentals for the last 3-5 fiscal years. Extract revenue growth, margins, leverage, returns (ROE, ROIC). 3. Price Performance: Call qahistoricalequityprice for 1Y history. Compute YTD return, 1Y return, 52-week range position, beta. 4. Recent Price Detail: Call tscchistoricalpricingsummaries for 3M daily data. Assess volume trends and recent momentum. 5. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/equity-research