Agent skill · writing content · anthropics
initiating-coverage
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.
Why this skill is useful
Provides a structured workflow for creating institutional-quality equity research reports, including specific deliverables and task dependencies that the AI wouldn't generate on its own.
What it needs
About 13k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
Initiating Coverage Create institutional-quality equity research initiation reports through a structured 5-task workflow. Each task must be executed separately with verified inputs. Overview This skill produces comprehensive first-time coverage reports following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). Tasks are executed individually, each verifying prerequisites before proceeding. Default Font: Times New Roman throughout all documents (unless user specifies otherwise). --- ⚠️ CRITICAL: One Task at a Time THIS SKILL OPERATES IN SINGLE-TASK MODE ONLY. If User Requests Full Pipeline When user requests: "Create a coverage initiation report for [Company]" "Write an initiation report for [Company]" "Do the entire equity research process for [Company]" "Complete all 5 tasks for [Company]" Any request that implies running multiple tasks or the entire workflow REQUIRED RESPONSE: 1. Ask which specific task to perform: 2. When user explicitly requests all tasks together: 3. Never automatically assume which task to start - always ask user to confirm. 4. Never execute multiple tasks in sequence - complete one task, deliver outputs, then wait for next user request. Task Execution Rules ✅ Execute exactly ONE task per user request ✅ Always verify prerequisites before starting a task ✅ Deliver task outputs and confirm completion ✅ Wait for user to explicitly request the next task ❌ Never chain multiple tasks together automatically ❌ Never assume user wants to proceed to next task ❌ Never execute Tasks 3-5 without verifying required inputs exist ⚠️ Deliverables Policy: NO SHORTCUTS DELIVER ONLY THE SPECIFIED OUTPUTS. DO NOT CREATE EXTRA DOCUMENTS. Each task specifies exact deliverables. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/initiating-coverage