Initiating Coverage
Run a hard quality gate before shipping an equity initiation package so your agent-delivered DOCX and Excel model meet buy-side length, chart, and table minimums.
Overview
Initiating-coverage is an agent skill for the Idea phase that quality-checks equity initiation reports and financial models against minimum page, chart, table, and deliverable standards before delivery.
Install
npx skills add https://github.com/anthropics/financial-services-plugins --skill initiating-coverageWhat is this skill?
- Critical minimums gate: blocks delivery if under 30 pages, 25 charts, 12 tables, or 10,000 words
- Requires both DOCX initiation report and XLS financial model with standardized naming
- Mandates embedded PNG/JPG charts—not text placeholders—including stacked revenue, DCF heat map, and football-field valua
- Intersperses 25–35 charts and 12–20 tables through the narrative rather than appendices only
- DOCX reports must meet at least 30 pages and 10,000 words
- At least 25 embedded charts and 12 comprehensive tables required
- Both DOCX initiation report and XLS financial model are mandatory deliverables
Adoption & trust: 730 installs on skills.sh; 30.5k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have agent-generated initiation drafts but no structured gate to catch thin reports, missing models, or chart placeholders that fail professional research standards.
Who is it for?
Indie analysts, fractional research writers, or solo founders packaging investor-grade company initiation materials with agents.
Skip if: Builders who only need informal market notes, non-equity content, or teams without DOCX/XLS deliverable expectations.
When should I use this skill?
Before delivering an initiation report package when you need to verify DOCX length, chart embeds, tables, and paired XLS model completeness.
What do I get? / Deliverables
You get a verified initiation package—named DOCX and XLS files meeting documented minimums—or a clear stop list of what to fix before release.
- Quality-verified DOCX initiation report
- Paired XLS financial model file
- Checklist-confirmed chart and table inventory
Recommended Skills
Journey fit
Initiation coverage is deep company and market research—the same class of work Prism maps to Idea before you commit capital or product bets on a thesis. The checklist governs research deliverables (report depth, models, visuals), not shipping code or growth loops.
How it compares
Use as a deliverable QA checklist on top of research prompts—not as a substitute for data vendors or compliance sign-off.
Common Questions / FAQ
Who is initiating-coverage for?
Solo builders and small teams producing equity-style initiation reports and Excel models via coding agents who need sell-side-style completeness checks before delivery.
When should I use initiating-coverage?
Use it in Idea/research when finalizing initiation packages, and anytime you regenerate reports after model or narrative changes to re-verify charts, tables, and file pairing.
Is initiating-coverage safe to install?
Treat it as procedural guidance only; review the Security Audits panel on this Prism page and avoid piping material non-public information or client-confidential data through untrusted agent runs.
SKILL.md
READMESKILL.md - Initiating Coverage
# Quality Control Checklist for Initiation Reports Before delivering an initiation report, verify all items below are complete. ## Critical Minimums - Reports Must Meet These **CRITICAL DO NOT DELIVER IF:** - ❌ DOCX report fewer than 30 pages → INCOMPLETE - ❌ Fewer than 25 embedded charts → INCOMPLETE - ❌ Fewer than 12 comprehensive tables → INCOMPLETE - ❌ Fewer than 10,000 words → INCOMPLETE - ❌ No XLS financial model → MISSING DELIVERABLE - ❌ Charts are text descriptions, not actual PNG/JPG files → MAJOR FAILURE ## Deliverables Checklist - [ ] DOCX report file created - [ ] XLS financial model file created - [ ] Both files named properly: `[Company]_Initiation_Report_[Date].docx` and `[Company]_Financial_Model_[Date].xlsx` ## DOCX Report - Length & Content **Length Verification:** - [ ] Report is 30-50 pages (count pages in final document) - [ ] Word count is 10,000-15,000 words - [ ] If under 30 pages: STOP and add more content **Visual Elements:** - [ ] 25-35 charts embedded (count them: _____ charts) - [ ] All charts are actual PNG/JPG image files (NOT text descriptions) - [ ] 12-20 comprehensive tables included (count them: _____ tables) - [ ] Charts and tables interspersed throughout, not grouped at end **Chart Requirements:** - [ ] Revenue by product chart: Stacked Area format ✓ - [ ] Revenue by geography chart: Stacked Bar format ✓ - [ ] DCF sensitivity: 2-way Heat Map with color coding ✓ - [ ] Valuation football field: Horizontal bar chart ✓ - [ ] All other charts are actual image files ✓ **Table Requirements:** - [ ] Full Income Statement (40-50 rows) with 5 years historical + 5 years projected - [ ] Full Cash Flow Statement (30-40 rows) - [ ] Full Balance Sheet (35-45 rows) - [ ] Revenue by product table (20-30 rows) - [ ] Revenue by geography table (15-20 rows) - [ ] Revenue by channel table (10-15 rows) - [ ] Comparable companies table with statistical summary (max/75th/median/25th/min) - [ ] DCF calculation table (30-40 rows) - [ ] WACC calculation table (8-10 rows) - [ ] Two sensitivity tables - [ ] 2-3 additional financial/competitive tables ## DOCX Report - Structure **Page 1 Requirements:** - [ ] "INITIATING COVERAGE" header present (NOT "Company Update") - [ ] Thesis-focused title (NOT event-driven like "Strong Q4 Results") - [ ] Rating box with rating, price, target price, 52-week range, market cap, EV - [ ] 3-4 paragraph-length bullets with ■ character and bold headers - [ ] Financial & valuation metrics table with 2-3 years historical, 2 years projected - [ ] Table shows "A" suffix for actuals, "E" suffix for estimates - [ ] Source lines on all visuals **Content Sections:** - [ ] Table of Contents (Page 2) - [ ] Investment Thesis & Risks (3-5 pages) - [ ] Company Overview (6-12 pages) including: - [ ] Company description - [ ] History and milestones - [ ] Management bios (300-400 words EACH for 3-4 executives) - [ ] Products/services detail - [ ] Competitive landscape - [ ] Financial Analysis & Projections (10-15 pages) - [ ] Valuation Analysis (8-12 pages) - [ ] Assumptions section (2,000-3,000 words documenting ALL projection assumptions) - [ ] Scenario Analysis (1,500-2,000 words with Bull/Base/Bear parameters) - [ ] Appendices including Data Sources & References page ## DOCX Report - Formatting **Figure & Table Formatting:** - [ ] Every figure has caption above: "Figure X - [Company] [Descriptive Title]" - [ ] Every figure has source line below: "Source: [Specific sources with dates]" - [ ] Sequential figure numbering (Figure 1, 2, 3... no gaps) - [ ] Every table has header row with shading - [ ] Every table has source line at bottom - [ ] All years use "A" for actual, "E" for estimate notation **Professional Formatting:** - [ ] Consistent fonts throughout (Calibri, Arial, or similar) - [ ] Headers and footers with page numbers - [ ] Dense layout: 60-80% page coverage, minimal white space - [ ] Every page has both text AND visuals (charts or tables) - [ ] Professional busine