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rollingSirius/equity-research-skill

Institutional-grade individual stock research report Agent Skill (nine-chapter structure + multi-method valuation cross-validation), applicable to AI Agent tools such as Claude Code, Cowork, and Codex.

What is equity-research-skill?

This Agent Skill enables AI-powered tools like Claude Code, Cowork, and Codex to generate institutional-quality equity research reports for individual stocks. It follows a rigorous nine-chapter structure (the 'Jiuzhang' framework) covering business analysis, competitive landscape, financial modeling, and risk assessment, combined with multi-method valuation cross-validation (e.g., DCF, comparable companies, precedent transactions). Designed for professional investors and analysts, it automates the heavy lifting of data gathering, financial analysis, and report drafting, ensuring consistency and depth in research outputs. The skill leverages structured prompts and agent capabilities to produce actionable investment insights directly from the AI agent's interface.

Works with✓Claude Code✓Codex CLI~Cursor
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What does equity-research-skill do?

Institutional-grade individual stock research report Agent Skill (nine-chapter structure + multi-method valuation cross-validation), applicable to AI Agent tools such as Claude Code, Cowork, and Codex.

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