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equity-research

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

3|Updated May 30, 2026
Search Tags:#equity research#macroeconomic analysis#consensus estimates#company fundamentals#price performance
One-click install
npx skills add https://github.com/Timmy6942025/open-financial-agents --skill equity-research-timmy6942025
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: equity-research
Source: https://github.com/Timmy6942025/open-financial-agents/tree/main/partner-plugins/lseg/skills/equity-research
Command: npx skills add https://github.com/Timmy6942025/open-financial-agents --skill equity-research-timmy6942025

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill helps users conduct comprehensive equity research by generating detailed snapshots that include consensus estimates, company fundamentals, historical prices, and macroeconomic context.

Core Features & Use Cases

  • Consensus Estimates Analysis: Retrieve and analyze median/mean estimates, analyst count, high/low range, and dispersion for various financial metrics.
  • Company Fundamentals Overview: Obtain and interpret reported financials from the income statement, balance sheet, and cash flow.
  • Price Performance Insights: Assess equity prices, including OHLCV, total returns, and beta.
  • Historical Price Analysis: Analyze daily, weekly, and monthly historical pricing summaries.
  • Macroeconomic Context: Establish the economic backdrop using macro indicators like GDP, CPI, unemployment, and PMI.
  • Synthesized Research Notes: Compile the gathered data into structured research snapshots with valuation metrics and investment thesis.

Quick Start

To generate a research snapshot for Company XYZ, use the 'equity-research' skill and provide the relevant identifiers.

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 macroeconomic context?▼

To generate an equity research snapshot, you provide company identifiers to retrieve IBES consensus estimates, historical prices, and macroeconomic indicators, which are synthesized into a structured investment narrative.

What financial metrics are included in company fundamentals analysis for equity research?▼

Company fundamentals analysis includes reported financials extracted directly from the income statement, balance sheet, and cash flow statement to provide a comprehensive overview of financial health.

Can I assess price performance and beta using historical pricing data?▼

Yes, you can assess price performance by analyzing OHLCV data, total returns, and beta, alongside daily, weekly, and monthly historical pricing summaries to understand equity volatility.

Does equity research require macroeconomic indicators like GDP and CPI for context?▼

Equity research requires macroeconomic indicators like GDP, CPI, unemployment, and PMI to establish the broader economic backdrop and contextualize company-specific financial data.

What is the best way to analyze analyst estimates dispersion for financial metrics?▼

The best way to analyze analyst estimates dispersion is by retrieving median and mean estimates, analyst counts, and high/low ranges to evaluate consensus reliability across various financial metrics.

Are there limitations when compiling research notes from macroeconomic data and valuation metrics?▼

Compiling research notes is limited by the availability of synthesized macroeconomic data and consensus estimates, requiring accurate identifiers to produce coherent valuation metrics and investment theses.

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