# Equity Research

Generate comprehensive equity research snapshots combining analyst consensus estimates...

- Repository: https://github.com/anthropics/financial-services (40971 stars)
- Category: Writing
- License: Apache-2.0
- Last updated: 2026-10-28
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add anthropics/financial-services --skill equity-research -g -a claude-code -y`
Codex: `npx skills add anthropics/financial-services --skill equity-research -g -a codex -y`
Cursor: `npx skills add anthropics/financial-services --skill equity-research -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/financial-services --skill equity-research -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add anthropics/financial-services`

## 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.

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

# 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

The rest: https://github.com/anthropics/financial-services/blob/HEAD/plugins/partner-built/lseg/skills/equity-research/SKILL.md