skills.rest
liujiayi3703
liujiayi3703COMMUNITY
Explore all skills by this author →
GitHub

buy-side-equity-research-memo

Generate buy-side equity research memos with valuation scenarios and risk assessments.

Updated Jun 18, 2026
Search Tags:#financial analysis#stock analysis#valuation#SEC filings#equity research
One-click install
npx skills add https://github.com/liujiayi3703/scientific-research-skills --skill buy-side-equity-research-memo-liujiayi3703
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: buy-side-equity-research-memo
Source: https://github.com/liujiayi3703/scientific-research-skills/tree/main/library/skills/buy-side-equity-research-memo
Command: npx skills add https://github.com/liujiayi3703/scientific-research-skills --skill buy-side-equity-research-memo-liujiayi3703

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires edgartools, pandas, numpy, requests, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill provides users with comprehensive buy-side equity research memos, offering a detailed analysis of stocks, including investment views, financials, valuation scenarios, catalysts, risks, and monitoring dashboards.

Core Features & Use Cases

  • In-depth Analysis: Delivers a deep dive into the financials, competitive landscape, and key value drivers of a company.
  • Valuation Scenarios: Includes bull, base, and bear scenarios with probability weights and implied upside/downside.
  • SEC Data Assist: Utilizes SEC filings as a factual baseline for reported fundamentals and management disclosure.
  • Use Case: Users can input a ticker symbol to receive a professional, research-backed equity research memo that could be used by investment professionals for decision-making.

Quick Start

Use the buy-side-equity-research-memo skill to generate a memo for the company with ticker symbol 'AAPL'.

Frequently Asked Questions about buy-side-equity-research-memo

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a buy-side equity research memo for a specific stock?▼

Generate a buy-side equity research memo by inputting a ticker symbol to automatically retrieve SEC filings, analyze financial statements, assess the competitive landscape, and output investment views with valuation scenarios.

What valuation methods are used in equity research memos?▼

Equity research memos utilize Sum-of-the-Parts (SOTP) and relative valuation methods to calculate implied upside and downside across bull, base, and bear scenarios with assigned probability weights.

Does this equity research tool pull financial data directly from SEC filings?▼

Yes, equity research relies on edgartools to extract reported fundamentals and management disclosures directly from SEC filings, establishing a factual baseline for financial statement analysis.

Can I perform industry analysis and risk assessment for stock analysis?▼

Stock analysis includes comprehensive industry analysis, competitive landscape evaluation, key value driver identification, and detailed risk assessment to provide a complete investment view.

What do I need to create professional investment memos with bull and bear scenarios?▼

You need a valid ticker symbol and access to company IR websites or financial data providers; the tool processes this data using pandas and numpy to deliver scenario analysis and monitoring dashboards.

Related Skills

Explore More Finance & Accounting Skills→
InnerScopeHearingInnerScopeHearing

EdgarTools

Retrieve and analyze SEC filings and financial statements using EdgarTools.

Official
Advanced
GitnappGitnapp

gamma-ppt-generator

Convert recording transcripts into structured Gamma presentation outlines and PDF reports.

Community
Advanced
erichowenserichowens
181

research-analyst

Conduct landscape research and competitive analysis with structured deliverables.

Community
Advanced
pynbj1001pynbj1001
4

greenwald-triple-valuation

Automate intrinsic value analysis with Greenwald's triple-valuation framework.

Community
Advanced