# Initiating Coverage

Create institutional-quality equity research initiation reports through a 5-task workflow.

- Repository: https://github.com/AI4Finance-Foundation/FinRobot (8353 stars)
- Category: Writing
- License: Apache-2.0
- Last updated: 2026-10-24
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add AI4Finance-Foundation/FinRobot --skill initiating-coverage -g -a claude-code -y`
Codex: `npx skills add AI4Finance-Foundation/FinRobot --skill initiating-coverage -g -a codex -y`
Cursor: `npx skills add AI4Finance-Foundation/FinRobot --skill initiating-coverage -g -a cursor -y`
Gemini CLI: `npx skills add AI4Finance-Foundation/FinRobot --skill initiating-coverage -g -a gemini-cli -y`

## Description

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 sp...

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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:**
   ```
   I can help you create an equity research initiation report for [Company].
   This involves 5 separate tasks that need to be completed individually:

   1. Company Research - Research business, management, industry
   2. Financial Modeling - Build projection model
   3. Valuation Analysis - DCF and comparable companies
   4. Chart Generation - Create 25-35 charts
   5. Report Assembly - Compile final report

   Which task would you like to start with?
   ```

2. **When user explicitly requests all tasks together:**
   ```
   I understand you'd like to complete the entire initiation report pipeline.
   Currently, this skill supports executing one task at a time, which allows
   for better quality control and review at each stage.

   We're working on a seamless end-to-end workflow that will make this process
   more automated, but for now, we'll need to complete each task separately.

   Would you like to start with Task 1 (Company Research)?
   ```

The rest: https://github.com/AI4Finance-Foundation/FinRobot/blob/HEAD/finrobot_desktop/skills/equity-research/initiating-coverage/SKILL.md