equity-research

Name: equity-research
Availability: InStock
Author: Canhada-Labs

Conduct structured equity research with compliance checks and audit logs.

2|Updated Jun 30, 2026

Search Tags:#financial analysis #valuation #due diligence #equity research #investment memo

Ready to run

npx skills add https://github.com/Canhada-Labs/ceo-orchestration --skill equity-research-canhada-labs

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: equity-research
Source: https://github.com/Canhada-Labs/ceo-orchestration/tree/main/.claude/skills/domains/fintech/skills/equity-research
Command: npx skills add https://github.com/Canhada-Labs/ceo-orchestration --skill equity-research-canhada-labs

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill provides a structured framework for conducting in-depth equity research, ensuring thorough analysis, governance, and compliance with financial regulations.

Core Features & Use Cases

Structured Research Process: Guides through each stage of the research lifecycle, from universe screening to memo production.
Compliance and Auditability: Enforces compliance with MNPI firewall, Reg FD, and CVM Resolution 44, and provides a tamper-evident audit log.
Multi-Method Valuation: Offers various valuation methods (DCF, comparable multiples, etc.) with explicit falsifiability checks.
Use Case: A financial analyst uses this Skill to screen a sector, perform due diligence on a listed issuer, or produce a sell-side investment memo.

Quick Start

Activate the equity-research skill to begin the research process on a specific company.

Frequently Asked Questions about equity-research

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

FAQPage Schema

How do I structure a sell-side investment memo to include valuation and risk checks?▼

An investment memo requires structured equity research spanning universe screening, company deep-dive, and multi-method valuation. This framework integrates explicit falsifiability checks and risk registration directly into the memo production process to ensure analytical rigor.

What is the best way to conduct due diligence on a listed issuer for public markets?▼

Due diligence on a listed issuer demands a comprehensive company deep-dive covering fundamental and quantitative analysis. This process enforces compliance with financial regulations like Reg FD and utilizes a tamper-evident audit log to track the entire research lifecycle.

How does multi-method valuation work with comparable multiples and DCF?▼

Multi-method valuation combines DCF and comparable multiples to cross-verify an issuer's fair value. The framework applies explicit falsifiability checks to these valuation models, ensuring that financial analysis assumptions are testable and structurally sound.

Do I need to enforce MNPI firewall and CVM Resolution 44 compliance for equity research?▼

Yes, equity research must enforce MNPI firewall and CVM Resolution 44 compliance to prevent unauthorized information disclosure. The framework automates these regulatory checks alongside Reg FD compliance, generating a tamper-evident audit log for governance.

Can I use a quantitative screening process for industry framing before a company deep-dive?▼

Yes, quantitative universe screening is the first stage of the research lifecycle used for industry framing. It filters the public markets to identify specific listed issuers before proceeding into the comprehensive company deep-dive and valuation phases.

What are the limitations of using a structured research framework for fundamental analysis?▼

A structured research framework enforces strict compliance and falsifiability checks, which may limit rapid ad-hoc financial analysis outside its defined lifecycle. It is designed for governed memo production rather than unstructured due diligence or speculative screening.