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equity-research

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

Updated May 10, 2026
Search Tags:#market analysis#equity research#equity valuation#consensus estimates#company fundamentals
One-click install
npx skills add https://github.com/rpoole-dev/comps-site --skill equity-research-rpoole-dev
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: equity-research
Source: https://github.com/rpoole-dev/comps-site/tree/main/financial-services-main/plugins/partner-built/lseg/skills/equity-research
Command: npx skills add https://github.com/rpoole-dev/comps-site --skill equity-research-rpoole-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires ibes, financial_data_api, equity_price_api, macro_economic_data_api, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill simplifies the process of generating comprehensive equity research snapshots, combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context.

Core Features & Use Cases

  • Consensus Estimates: Combine IBES consensus estimates with actuals.
  • Company Fundamentals: Assess business quality with reported financials.
  • Price Performance: Analyze historical equity prices and performance.
  • Macro Context: Establish economic backdrop for the company's sector.
  • Use Case: For researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.

Quick Start

Generate a research snapshot for a stock by using the equity-research skill with the command: 'equity-research snapshot --stock symbol=MSFT'

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 consensus estimates and historical prices?▼

Generate equity research snapshots by integrating IBES consensus estimates with company fundamentals, historical equity prices, and macroeconomic indicators to produce comprehensive investment analysis reports.

Can I compare analyst consensus estimates against actual company financials for stock analysis?▼

Yes, equity research snapshots combine IBES consensus estimates with reported actuals to assess business quality and compare market expectations against actual company financial performance.

What macroeconomic data do I need for equity valuation and investment research?▼

Equity valuation requires macroeconomic indicators to establish the economic backdrop for a company's sector alongside historical equity prices and company fundamentals data.

Does this equity research tool work with IBES data and external financial APIs?▼

Yes, generating research snapshots requires connecting to IBES, financial data APIs, equity price APIs, and macroeconomic data APIs to retrieve company fundamentals and market expectations.

What's the best way to analyze company fundamentals and price performance for building an investment case?▼

Build an investment case by generating a research snapshot that integrates company fundamentals, historical equity price performance, and macroeconomic context to assess business quality and valuation.

Are there limitations when researching stocks without complete macroeconomic context or historical price data?▼

Research snapshots require complete data from financial APIs, equity price APIs, and macroeconomic indicators; missing inputs will limit the ability to establish full sector context and price performance analysis.

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