equity-research

Generate Cathay-branded equity research reports with MoA debates and Excel models.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/harryhuang0719/Skills-for-Cathay --skill equity-research-harryhuang0719
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: equity-research
Source: https://github.com/harryhuang0719/Skills-for-Cathay/tree/main/skills/equity-research
Command: npx skills add https://github.com/harryhuang0719/Skills-for-Cathay --skill equity-research-harryhuang0719

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the production of comprehensive equity research reports that combine forward-looking analysis, valuation, and structured argumentation, delivering Cathay-branded PPT/PDF outputs and, in deep-mode, a related financial model.

Core Features & Use Cases

  • End-to-end report generation: Quick syntheses (10-15 slides) or deep MoA-debate analyses (25-40 slides) with consistent formatting and sourcing.
  • Dual-output delivery: Always produces branded PPT/PDF; Excel models are provided in deep mode for detailed financial analysis.
  • Rigorous methodology: Applies data collection, baseline analysis, and multi-method valuation aligned with industry paradigms; supports MoA debate framing, rebuttals, and CIO decision logic.
  • Output discipline: Enforces slide depth, layout variety, source footers, and disciplined narrative structure (prose segments with data-backed conclusions).

Quick Start

Analyze a ticker by requesting a quick equity research report with a fitted MoA-debate structure and Cathay-branded outputs.

Frequently Asked Questions about equity-research

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

FAQPage Schema
How do I automate equity research report generation for a stock ticker?

Equity research report automation is achieved by inputting a stock ticker to trigger end-to-end data collection, multi-method valuation, and MoA debate synthesis, resulting in formatted Cathay-branded PPT/PDF outputs and optional Excel models.

What is the MoA debate framework in stock analysis?

The MoA debate framework in stock analysis is a rigorous argumentation methodology that applies formal framing, rebuttals, and CIO decision logic to evaluate forward-looking investment theses and ensure data-backed conclusions.

Can I generate a quick stock analysis presentation without building a full financial model?

Yes, you can generate a quick stock analysis presentation by using the quick mode, which delivers a 10-15 slide Cathay-branded PPT/PDF synthesis without requiring the optional Excel financial models included in deep mode.

How do I create a deep equity research report with an Excel financial model?

To create a deep equity research report with an Excel financial model, you use the deep mode, which generates a comprehensive 25-40 slide MoA-debate analysis alongside a detailed Excel model for thorough financial evaluation.

Does the equity research output include data sources and formal valuation methods?

Yes, the equity research output enforces transparent data collection and baseline analysis, applying multi-method valuation aligned with industry paradigms while ensuring all slide footers contain formal source citations.

What are the limitations of using automated equity research tools for valuation?

Automated equity research tools enforce disciplined narrative structures and slide layouts but may limit highly customized formatting outside the Cathay-branded framework, requiring deep mode for detailed Excel financial modeling.