equity-research

By Anthropic

Equity research tools: earnings analysis, initiating coverage reports, and research workflows

Plugin · by anthropics · runs in Claude Code, Cowork, claude.ai · 9 skills, 9 commands · listed 2026-05-05

Claude Code

claude plugin install equity-research

Source

Skills (9)

Skill catalyst-calendar

Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events.

Any agent
```
npx skills add anthropics/financial-services --skill catalyst-calendar
```
Skill earnings-analysis

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.

Any agent
```
npx skills add anthropics/financial-services --skill earnings-analysis
```
Skill earnings-preview

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear…

Any agent
```
npx skills add anthropics/financial-services --skill earnings-preview
```
Skill idea-generation

Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas.

Any agent
```
npx skills add anthropics/financial-services --skill idea-generation
```
Skill initiating-coverage

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…

Any agent
```
npx skills add anthropics/financial-services --skill initiating-coverage
```
Skill model-update

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes.

Any agent
```
npx skills add anthropics/financial-services --skill model-update
```
Skill morning-note

Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable.

Any agent
```
npx skills add anthropics/financial-services --skill morning-note
```
Skill sector-overview

Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends.

Any agent
```
npx skills add anthropics/financial-services --skill sector-overview
```
Skill thesis-tracker

Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time.

Any agent
```
npx skills add anthropics/financial-services --skill thesis-tracker
```

Commands (9)

Command catalysts

View or update the catalyst calendar
Command earnings

Analyze quarterly earnings and create an earnings update report
Command earnings-preview

Build a pre-earnings preview with scenarios
Command initiate

Create an initiating coverage report
Command model-update

Update a financial model with new data
Command morning-note

Draft a morning meeting note
Command screen

Run a stock screen or generate investment ideas
Command sector

Create a sector overview report
Command thesis

Create or update an investment thesis

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.