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Equity Research Workflows

Orchestrate corp-finance-mcp and FMP data to produce equity research reports.

7|1|Updated Feb 9, 2026
Search Tags:#mcp#valuation#dcf#sensitivity-analysis#equity-research#financial-modelling#fmp
One-click install
npx skills add https://github.com/fall-development-rob/corp_finance --skill equity-research-workflows
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Equity Research Workflows
Source: https://github.com/fall-development-rob/corp_finance/tree/main/.claude/skills/workflow-equity-research
Command: npx skills add https://github.com/fall-development-rob/corp_finance --skill equity-research-workflows

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Equity Research Workflows turn fragmented financial data and ad-hoc analyst work into auditable, repeatable institutional research deliverables by orchestrating corp-finance-mcp computation tools and FMP market-data endpoints. The Skill enforces data-first rules so all quantitative outputs are tool-sourced and traceable, eliminating unverifiable LLM-generated numbers. It reduces the time to produce initiation reports, earnings notes, model updates, and sector overviews while preserving auditability and multi-method valuation rigor.

Core Features & Use Cases

  • End-to-end initiation coverage: predefined five-task pipeline (company research, financial modelling, valuation, exhibit generation, report assembly) for 30–50 page initiation reports.
  • Earnings & preview notes: rapid 3–12 page analytical briefs with beat/miss analysis, estimate revisions, and updated target prices.
  • Model updates and thesis tracking: integrated three-statement/DCF workflows, dual valuation methods, sensitivity matrices, and bull/base/bear scenarios with probability weights.
  • Idea generation & sector reports: quantitative screens (Piotroski, Beneish), comps analysis, and sector heat maps for actionable idea lists.
  • Use Case Example: Initiate coverage on a mid-cap company, build a 5-year integrated model from FMP historicals, run DCF and comps, produce a sensitivity matrix and a 40-page initiation report with cited tool outputs.

Quick Start

Initiate coverage on ticker TSLA and begin Task 1: Company Research using the corp-finance-mcp and FMP tools.

Frequently Asked Questions about Equity Research Workflows

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

FAQPage Schema
How do I generate an institutional equity research report with auditable financials?▼

You can produce institutional equity research reports by orchestrating corp-finance-mcp computation tools and FMP market data. This workflow enforces data-first rules so all quantitative outputs are tool-sourced and traceable, eliminating unverifiable LLM-generated numbers.

How do I build a DCF model with sensitivity analysis using FMP market data?▼

DCF models with sensitivity analysis are built using integrated three-statement workflows and FMP historicals. The workflow runs multi-method valuations and generates sensitivity matrices alongside bull, base, and bear scenarios with explicit probability weights.

Can I automate initiating coverage on a public equity ticker?▼

Yes, you can automate initiating coverage by running a predefined five-task pipeline: company research, financial modelling, valuation, exhibit generation, and report assembly. This pipeline produces 30–50 page initiation reports with cited tool outputs.

Does this equity research workflow support earnings updates and morning notes?▼

This equity research workflow supports earnings updates and morning notes by generating rapid 3–12 page analytical briefs. These briefs include beat/miss analysis, estimate revisions, and updated target prices based on tool-sourced market data.

What's the best way to run idea generation screens for a sector overview?▼

The best way to run idea generation screens for sector overviews is using the workflow's quantitative screens, such as Piotroski and Beneish. It performs comps analysis and generates sector heat maps to deliver actionable idea lists.

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