skills.rest
matparang
matparangCOMMUNITY
Explore all skills by this author →
GitHub

equity-research

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

3|Updated Mar 18, 2026
Search Tags:#fundamentals#consensus#mcp-tools#price-history#macroeconomics#investment-thesis#equity-research
One-click install
npx skills add https://github.com/matparang/AutoJaga --skill equity-research-matparang
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: equity-research
Source: https://github.com/matparang/AutoJaga/tree/main/legacy/jagabot/skills/lseg-equity-research
Command: npx skills add https://github.com/matparang/AutoJaga --skill equity-research-matparang

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generate comprehensive equity research snapshots by integrating analyst consensus estimates, company fundamentals, historical prices, and macro data from MCP tools.

Core Features & Use Cases

  • Real-time news and analyst opinions are pulled via web_search_mcp and incorporated into the thesis.
  • Consolidates consensus estimates with company fundamentals and price history to support investment theses.
  • Produces structured research snapshots suitable for quick review and decision-making, with scenario analysis and risk factors.

Quick Start

Ask the AI to generate a complete equity research snapshot for a chosen ticker using current MCP data.

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 using consensus estimates and fundamentals?▼

Generate an equity research snapshot by integrating IBES consensus estimates, company fundamentals, historical prices, and macro data via MCP tools into a structured report with scenario analysis and risk factors.

What's the best way to compare analyst consensus versus actuals for a specific ticker?▼

Compare analyst consensus versus actuals by pulling IBES consensus estimates alongside company fundamentals and historical equity prices, allowing you to evaluate forecast accuracy and build a data-driven investment thesis.

Can I incorporate real-time news and analyst opinions into my investment thesis?▼

Incorporate real-time news and analyst opinions by leveraging the web_search_mcp tool to fetch current market sentiment, which is then consolidated with fundamentals and price history to support your investment thesis.

How do I build a complete investment thesis with macroeconomic data and price history?▼

Build a complete investment thesis by retrieving historical pricing summaries and macroeconomic indicators through MCP tools, combining them with financial data to produce a structured research snapshot for decision-making.

Does this equity research approach require any specific dependencies or environment setup?▼

This equity research approach requires no specific dependencies or environment setup, relying solely on available MCP tools like qa_ibes_consensus, qa_company_fundamentals, and qa_macroeconomic to assemble the structured report.

What data sources are needed to analyze company financials and historical equity prices?▼

Analyze company financials and historical equity prices using MCP tools such as qa_company_fundamentals, qa_historical_equity_price, and tscc_historical_pricing_summaries to consolidate data for quick review and decision-making.

Related Skills

Explore More Finance & Accounting Skills→
anthropicsanthropics
34.1k

equity-research

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

Official
Advanced
Timmy6942025Timmy6942025
3

thesis-tracker

Manage investment thesis lifecycles with updates, scorecards, and catalyst tracking.

Community
Advanced
luokai25luokai25

finance-trading-expert

Analyze financial markets, trading strategies, and investment data with Python.

Community
Advanced
rpoole-devrpoole-dev

equity-research

Generate equity research snapshots from IBES estimates, fundamentals, prices, and macro indicators.

Community
Advanced