Equity Research
- 1.9k installs
- 33.8k repo stars
- Updated July 22, 2026
- anthropics/financial-services-plugins
equity-research is an agent skill for Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching sto
About
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. The equity-research skill documents workflows and patterns from the repository SKILL.md. --- name: equity-research description: 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. --- # 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.
- Equity Research Analysis
- **`qa_company_fundamentals`** - Reported financials: income statement, balance sheet, cash flow. Historical fiscal yea
- **`qa_historical_equity_price`** - Historical equity prices with OHLCV, total returns, and beta.
- **`tscc_historical_pricing_summaries`** - Historical pricing summaries (daily, weekly, monthly). Alternative/supplemen
- **`qa_macroeconomic`** - Macro indicators (GDP, CPI, unemployment, PMI). Use to establish the economic backdrop for th
Equity Research by the numbers
- 1,873 all-time installs (skills.sh)
- +56 installs in the week ending Jul 28, 2026 (Skillselion tracking)
- Ranked #240 of 2,277 Frontend Development skills by installs in the Skillselion catalog
- Security screen: LOW risk (skills.sh audit)
- Data as of Jul 28, 2026 (Skillselion catalog sync)
equity-research capabilities & compatibility
- Capabilities
- equity research analysis · **`qa_company_fundamentals`** reported financi · **`qa_historical_equity_price`** historical eq · **`tscc_historical_pricing_summaries`** histor · **`qa_macroeconomic`** macro indicators (gdp,
- Use cases
- documentation
What equity-research says it does
--- name: equity-research description: 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.
--- # 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.
npx skills add https://github.com/anthropics/financial-services-plugins --skill equity-researchAdd your badge
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| Installs | 1.9k |
|---|---|
| repo stars | ★ 33.8k |
| Security audit | 3 / 3 scanners passed |
| Last updated | July 22, 2026 |
| Repository | anthropics/financial-services-plugins ↗ |
What problem does equity-research solve for developers using the documented workflows?
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estim
Who is it for?
Developers working with equity-research patterns described in the skill documentation.
Skip if: Skip when docs are empty or the task is outside the skill documented scope.
When should I use this skill?
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estim
What you get
Grounded guidance and workflows from SKILL.md for equity-research.
- Structured equity research snapshot
- Investment thesis with estimate and valuation context
Files
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
- `qa_ibes_consensus` — IBES analyst consensus estimates and actuals. Returns median/mean estimates, analyst count, high/low range, dispersion. Supports EPS, Revenue, EBITDA, DPS.
- `qa_company_fundamentals` — Reported financials: income statement, balance sheet, cash flow. Historical fiscal year data for ratio analysis.
- `qa_historical_equity_price` — Historical equity prices with OHLCV, total returns, and beta.
- `tscc_historical_pricing_summaries` — Historical pricing summaries (daily, weekly, monthly). Alternative/supplement for price history.
- `qa_macroeconomic` — Macro indicators (GDP, CPI, unemployment, PMI). Use to establish the economic backdrop for the company's sector.
Tool Chaining Workflow
1. Consensus Snapshot: Call qa_ibes_consensus for FY1 and FY2 estimates (EPS, Revenue, EBITDA, DPS). Note analyst count and dispersion. 2. Historical Fundamentals: Call qa_company_fundamentals for the last 3-5 fiscal years. Extract revenue growth, margins, leverage, returns (ROE, ROIC). 3. Price Performance: Call qa_historical_equity_price for 1Y history. Compute YTD return, 1Y return, 52-week range position, beta. 4. Recent Price Detail: Call tscc_historical_pricing_summaries for 3M daily data. Assess volume trends and recent momentum. 5. Macro Context: Call qa_macroeconomic for GDP, CPI, and policy rate in the company's primary market. Summarize whether macro is tailwind or headwind. 6. Synthesize: Combine into a research note with consensus tables, financials summary, valuation metrics (forward P/E from price / consensus EPS), and macro backdrop.
Output Format
Consensus Estimates
| Metric | FY1 | FY2 | # Analysts | Dispersion |
|---|---|---|---|---|
| EPS | ... | ... | ... | ...% |
| Revenue (M) | ... | ... | ... | ...% |
| EBITDA (M) | ... | ... | ... | ...% |
Financials Summary
| Metric | FY-2 | FY-1 | FY0 (LTM) | Trend |
|---|---|---|---|---|
| Revenue (M) | ... | ... | ... | ... |
| Gross Margin | ... | ... | ... | ... |
| Operating Margin | ... | ... | ... | ... |
| ROE | ... | ... | ... | ... |
| Net Debt/EBITDA | ... | ... | ... | ... |
Valuation Summary
| Metric | Current | Context |
|---|---|---|
| Forward P/E | ... | vs sector/history |
| EV/EBITDA | ... | vs sector/history |
| Dividend Yield | ... | ... |
Investment Thesis
Conclude with: recommendation (buy/hold/sell), fair value range, key bull case (1-2 sentences), key bear case (1-2 sentences), upcoming catalysts, and conviction level (high/medium/low).
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Equity Research has 2 known copies in the catalog totaling 2 installs. They canonicalize to this original listing.
- anthropics - 1 installs
- longbridge - 1 installs
How it compares
Pick equity-research over raw MCP financial tool calls when the goal is a synthesized investment narrative rather than isolated data point retrieval.
FAQ
Who is Equity Research for?
Developers and software engineers working with equity-research patterns from the skill documentation.
When should I use 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, ana
Is Equity Research safe to install?
Review the Security Audits panel on this page before installing in production.