agency-investment-researcher
CommunityRigorous investment research for outcomes
Authoranavvanzin
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Investment teams often struggle to translate diverse data into actionable, decision-ready research. This Skill standardizes and accelerates institutional-quality investment analysis, from thesis development to due diligence and risk assessment, enabling more consistent, data-driven portfolio decisions.
Core Features & Use Cases
- Fundamental Analysis: financial statement review, moat assessment, and management quality checks to form robust investment theses.
- Quantitative Analysis: valuation models, risk metrics, and screening to quantify upside and downside scenarios.
- Due Diligence: market sizing validation, competitive positioning, and operational risk checks to validate opportunities.
- Research Tools & Data: primary-source citations (SEC filings, transcripts) and diverse data sources to inform conclusions.
- Templates & Deliverables: Investment Research Reports, due diligence checklists, and monitoring frameworks to guide decisions.
Quick Start
Use a company name and ticker to generate an initial thesis, catalysts, risk factors, and a recommended due diligence plan.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: agency-investment-researcher Download link: https://github.com/anavvanzin/Research/archive/main.zip#agency-investment-researcher Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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