equity-research

Name: equity-research
Availability: InStock
Author: Anthropic

Generate equity research snapshots from consensus estimates, fundamentals, prices, and macro data.

34.1k|5.1k|Updated Feb 23, 2026

Search Tags:#financial modeling #stock analysis #equity research #investment thesis #consensus estimates #company fundamentals

Ready to run

npx skills add https://github.com/anthropics/financial-services-plugins --skill equity-research

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: equity-research
Source: https://github.com/anthropics/financial-services-plugins/tree/main/partner-built/lseg/skills/equity-research
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill equity-research

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the generation of comprehensive equity research snapshots by synthesizing analyst consensus estimates, company fundamentals, historical prices, and macroeconomic data.

Core Features & Use Cases

Consensus Analysis: Integrates IBES estimates to compare market expectations with actual company performance.
Fundamental Review: Analyzes historical financial statements for key ratios and trends.
Valuation & Performance: Assesses stock performance, beta, and valuation multiples against historical and sector data.
Macroeconomic Context: Incorporates relevant economic indicators to provide a holistic view.
Use Case: When researching a new stock, use this Skill to quickly generate a detailed research note that includes consensus expectations, financial health, recent performance, and the broader economic environment, aiding in building an investment case.

Quick Start

Use the equity-research skill to generate a research snapshot for Apple (AAPL).

Frequently Asked Questions about equity-research

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

FAQPage Schema

How do I generate an equity research snapshot with analyst consensus estimates and company fundamentals?▼

To generate an equity research snapshot, the skill synthesizes analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context into a structured research note with an investment thesis.

What is the best way to compare analyst consensus estimates to actual company financials?▼

Comparing analyst consensus estimates to actuals is done by integrating IBES consensus data with historical financial statements, allowing you to assess market expectations against real company performance trends.

Can I assess stock valuation multiples and beta against historical and sector data?▼

Assessing stock valuation multiples and beta is supported by analyzing historical equity prices and company fundamentals to evaluate performance against historical and sector benchmarks.

How does macroeconomic context factor into building an investment thesis for a stock?▼

Macroeconomic context factors into an investment thesis by incorporating relevant economic indicators, providing a holistic view of the broader environment impacting the company's fundamentals and valuation.

Does this equity research tool require any specific financial data feeds or API dependencies?▼

No specific external data feeds or API dependencies are required to start, as the skill chains multiple internal MCP tools to retrieve consensus estimates, historical pricing, and macroeconomic data automatically.

What limitations should I expect when researching new stocks using automated equity research?▼

Limitations include relying on the availability and accuracy of synthesized consensus estimates and historical pricing data, meaning the generated investment thesis serves as a foundational snapshot rather than definitive financial advice.