initial-max

Generate institutional-grade equity research reports with DCF valuation and sourced data.

41|9|Updated Mar 19, 2026
One-click install
npx skills add https://github.com/bear0103papa/Equityautoresearch --skill initial-max
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: initial-max
Source: https://github.com/bear0103papa/Equityautoresearch/tree/main/skills/initial-max
Command: npx skills add https://github.com/bear0103papa/Equityautoresearch --skill initial-max

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Manual equity research is time-intensive, inconsistent, and rarely meets the rigorous quality standards required for high-stakes investment decisions, while one-shot AI research tools produce shallow, unverified reports that lack the depth and sourcing needed to support seven-figure investment choices.

Core Features & Use Cases

  • Zhang Lei Framework Scoring: Uses the Hillhouse four-dimension investment framework (Environment, Business, Organization, People) to automatically score research quality and identify gaps iteratively.
  • Automated Gap-Filling: Automatically sources verifiable data, embeds direct management quotes, and builds out missing research sections until the report hits a 95/100 quality bar (with minimum per-dimension scores and mandatory DCF valuation).
  • Institutional-Grade Reporting: Produces a single, readable, narrative-style investment report structured like professional institutional research, with full DCF models, segment revenue breakdowns, and downloaded management interview transcripts.
  • Use Case: An investor can run full deep research on a new stock ticker like NVDA or BABA, and receive a complete, sourced, institutional-grade report in hours instead of weeks, with all scoring and sourcing requirements automatically validated.

Quick Start

Use the initial-max skill to run a full deep research report on the stock ticker AAPL.

Frequently Asked Questions about initial-max

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

FAQPage Schema
How do I automate institutional-grade equity research reports with verifiable sourcing?

Automating institutional-grade equity research requires iterative gap-filling and framework-based quality scoring to ensure verifiable sourced data. This approach embeds direct management quotes and mandatory DCF valuation to produce structured narrative reporting aligned with professional standards.

What is the Zhang Lei four-dimension investment framework for stock scoring?

The Zhang Lei four-dimension investment framework evaluates stocks across Environment, Business, Organization, and People. It provides automated quality scoring for equity research by iteratively identifying analytical gaps and filling them with verifiable data until minimum per-dimension scores are met.

How do I generate a DCF valuation model for a specific stock ticker?

Generating a mandatory DCF valuation model for a specific ticker involves iterative research that automatically sources verifiable data and builds out missing sections. This ensures the final investment report includes full DCF models and segment revenue breakdowns.

Can I use automated equity research to embed direct management quotes into investment reports?

Automated equity research can embed direct management quotes by downloading management interview transcripts and integrating them into the report. This iterative gap-filling process ensures the final institutional-grade output meets strict sourcing requirements for high-stakes decisions.

Does automated stock analysis eliminate inconsistent quality in investment research?

Automated stock analysis eliminates inconsistent quality by applying framework-based quality scoring to iteratively fill research gaps. It enforces a 95/100 quality bar with minimum per-dimension scores, ensuring the final report supports high-stakes investment decisions reliably.

What is the best way to run deep research on a new stock ticker like NVDA or BABA?

The best way to run deep research on a new ticker like NVDA or BABA is using iterative gap-filling to produce a complete institutional-grade report. This method automatically validates scoring and sourcing requirements, delivering verifiable data and full DCF models in hours.