> ## Documentation Index
> Fetch the complete documentation index at: https://financecontext.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Equity Research Plugin

> Professional equity research tools for earnings analysis, initiating coverage reports, and end-to-end research workflows

## What is Equity Research?

Equity research is the practice of analyzing publicly traded companies to determine whether their stock is a good investment. Analysts study a company's financial statements, competitive position, industry trends, and management quality to form an investment opinion -- typically expressed as a **Buy**, **Hold**, or **Sell** rating with a specific **price target**.

There are two main branches. **Sell-side research** is produced by analysts at investment banks (Goldman Sachs, JPMorgan, Morgan Stanley) and distributed to institutional clients such as mutual funds and hedge funds. **Buy-side research** is conducted internally at asset management firms (Fidelity, BlackRock, Citadel) to inform their own portfolio decisions. Both sides follow similar analytical frameworks, but sell-side research is published externally while buy-side research stays internal.

An equity research analyst's day revolves around a cycle: **cover** a universe of 10-20 stocks in a specific sector, **publish** reports when news breaks (earnings, M\&A, regulatory changes), **maintain** financial models with updated estimates, and **communicate** views to portfolio managers and traders. The outputs of this work -- earnings reports, initiation reports, morning notes, and investment theses -- directly influence billions of dollars in trading and investment decisions every day.

## How the Pieces Fit Together

The equity research workflow follows a natural progression. You **initiate coverage** on a new company with a deep-dive report, then **maintain** that coverage through quarterly earnings updates, thesis tracking, and model revisions. Along the way, you **generate ideas** through screening, **analyze sectors** for top-down context, and **communicate** your views through morning notes.

<Info>
  **Plugin:** `equity-research` · **Version:** 0.1.0 · **Author:** Anthropic FSI
</Info>

## Commands

Commands are invoked directly in Claude Code. Each command loads the corresponding skill and guides you through a structured workflow.

<CardGroup cols={2}>
  <Card title="/earnings" icon="chart-bar" href="/en/equity-research/commands/earnings">
    Analyze quarterly earnings and create a post-earnings update report (8-12 pages) with beat/miss analysis, updated estimates, and revised thesis.
  </Card>

  <Card title="/earnings-preview" icon="magnifying-glass-chart" href="/en/equity-research/commands/earnings-preview">
    Build a pre-earnings preview with consensus estimates, key metrics to watch, and bull/base/bear scenarios.
  </Card>

  <Card title="/initiate" icon="file-lines" href="/en/equity-research/commands/initiate">
    Launch the 5-task workflow to create an institutional-quality initiating coverage report (30-50 pages).
  </Card>

  <Card title="/thesis" icon="lightbulb" href="/en/equity-research/commands/thesis">
    Create or update an investment thesis, tracking key pillars, catalysts, and conviction over time.
  </Card>

  <Card title="/morning-note" icon="sun" href="/en/equity-research/commands/morning-note">
    Draft a concise morning meeting note covering overnight developments, earnings reactions, and trade ideas.
  </Card>

  <Card title="/catalysts" icon="calendar" href="/en/equity-research/commands/catalysts">
    Build or review a catalyst calendar across your coverage universe for any time horizon.
  </Card>

  <Card title="/screen" icon="filter" href="/en/equity-research/commands/screen">
    Run quantitative screens or thematic sweeps to surface new long and short investment ideas.
  </Card>

  <Card title="/sector" icon="building-columns" href="/en/equity-research/commands/sector">
    Create a sector overview report covering market sizing, competitive dynamics, and investment implications.
  </Card>

  <Card title="/model-update" icon="table" href="/en/equity-research/commands/model-update">
    Update a financial model with new earnings actuals, revised guidance, or changed assumptions.
  </Card>
</CardGroup>

## Skills

Skills are the underlying knowledge modules loaded by commands. Each skill defines a detailed workflow, output specifications, and quality standards.

<CardGroup cols={2}>
  <Card title="earnings-analysis" href="/en/equity-research/skills/earnings-analysis">
    Creates 8-12 page earnings update reports with beat/miss analysis, 8-12 charts, and a complete sources section with clickable hyperlinks. Turnaround: 24-48 hours.
  </Card>

  <Card title="earnings-preview" href="/en/equity-research/skills/earnings-preview">
    Builds pre-earnings analysis with consensus estimates, a "what to watch" framework, and bull/base/bear scenario tables with stock price implications.
  </Card>

  <Card title="initiating-coverage" href="/en/equity-research/skills/initiating-coverage">
    5-task workflow producing institutional-quality initiation reports: company research, financial modeling, valuation analysis, chart generation, and final report assembly.
  </Card>

  <Card title="thesis-tracker" href="/en/equity-research/skills/thesis-tracker">
    Maintains structured investment theses with pillar scorecards, update logs, catalyst calendars, and conviction tracking across sessions.
  </Card>

  <Card title="morning-note" href="/en/equity-research/skills/morning-note">
    Drafts 1-page morning meeting notes covering overnight news, earnings reactions, key events today, and actionable trade ideas.
  </Card>

  <Card title="catalyst-calendar" href="/en/equity-research/skills/catalyst-calendar">
    Builds and maintains a structured calendar of earnings, corporate, industry, and macro events with impact ratings and position implications.
  </Card>

  <Card title="idea-generation" href="/en/equity-research/skills/idea-generation">
    Runs quantitative screens (value, growth, quality, short, special situation) and thematic sweeps to surface new investment ideas with one-page summaries.
  </Card>

  <Card title="sector-overview" href="/en/equity-research/skills/sector-overview">
    Creates comprehensive industry landscape reports covering TAM, competitive dynamics, key players, valuation context, and investment implications.
  </Card>

  <Card title="model-update" href="/en/equity-research/skills/model-update">
    Plugs in new actuals and guidance, revises forward estimates, recalculates valuation, and summarizes the estimate change impact.
  </Card>
</CardGroup>

## Getting Started

<Steps>
  <Step title="Install the plugin">
    ```bash theme={null}
    claude plugin install equity-research@financial-services-plugins
    ```
  </Step>

  <Step title="Run your first earnings analysis">
    After a company reports, type `/earnings AAPL Q1 2025` in Claude Code. The command will search for the latest results, load the earnings-analysis skill, and guide you through producing an 8-12 page update report.
  </Step>

  <Step title="Initiate coverage on a new name">
    Type `/initiate TSLA` to begin the 5-task initiating coverage workflow. Each task is executed one at a time, with verification before proceeding to the next stage.
  </Step>

  <Step title="Prepare for earnings season">
    Use `/earnings-preview NVDA` ahead of a report date to build bull/base/bear scenarios, identify the 3-5 key metrics to watch, and understand the options-implied move.
  </Step>

  <Step title="Keep your thesis current">
    After any meaningful development, run `/thesis MSFT` to log the new data point, update the pillar scorecard, and record your revised conviction level.
  </Step>
</Steps>

## Output Formats

| Skill               | Primary Output              | Format                            |
| ------------------- | --------------------------- | --------------------------------- |
| earnings-analysis   | Post-earnings update report | DOCX (8-12 pages)                 |
| earnings-preview    | Pre-earnings preview note   | Markdown / DOCX (1 page)          |
| initiating-coverage | Full initiation report      | DOCX (30-50 pages) + XLSX model   |
| thesis-tracker      | Thesis scorecard            | Markdown / DOCX                   |
| morning-note        | Morning meeting note        | Markdown / DOCX (1 page)          |
| catalyst-calendar   | Event calendar              | XLSX + weekly preview note        |
| idea-generation     | Idea shortlist              | Markdown (5-10 one-pagers)        |
| sector-overview     | Industry landscape report   | DOCX / PowerPoint + XLSX appendix |
| model-update        | Updated financial model     | XLSX + estimate change summary    |