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initiating-coverage

Generate equity research initiation deliverables across five validated tasks.

1|Updated May 16, 2026
Search Tags:#workflow orchestration#financial modeling#chart generation#equity research#initiation coverage#DCF valuation#DOCX report
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill initiating-coverage-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: initiating-coverage
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/vertical-plugins/equity-research/skills/initiating-coverage
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill initiating-coverage-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

It helps analysts create institutional-quality equity research initiation coverage in a controlled, stepwise workflow with explicit prerequisite checks. It turns ambiguous “write the report” requests into verifiable deliverables across company research, modeling, valuation, charts, and final assembly.

Core Features & Use Cases

  • Single-task execution with guardrails: Executes exactly one of five tasks per request, verifying prerequisites before proceeding to avoid incomplete or low-quality outputs.
  • Institutional initiation report workflow: Produces task-specific deliverables in the required formats (research .md, financial model .xlsx, valuation .md + Excel tabs, charts .zip, final DOCX).
  • Equity research quality standards: Enforces minimum deliverable policies (e.g., research length, model structure, chart counts) aligned to sell-side initiation conventions.

Quick Start

Use the initiating-coverage skill for Task 1 by giving the target company name or ticker, then ask for the next task only after reviewing the output.

Frequently Asked Questions about initiating-coverage

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

FAQPage Schema
How do I build an equity research initiation coverage report step by step?▼

Equity research initiation coverage is generated through a controlled five-step workflow that sequentially executes company research, financial modeling, DCF valuation, chart generation, and report assembly into a final DOCX deliverable.

What deliverables are produced during the initiation coverage workflow?▼

The initiation coverage workflow produces task-specific deliverables including markdown research documents, an Excel financial model with required tabs, valuation analysis markdown, a chart ZIP file, and the final assembled DOCX report.

Can I generate the full financial model and DOCX report in a single request?▼

No, the workflow enforces strict single-task execution with prerequisite verification, meaning each request runs exactly one validated task such as financial modeling or report assembly to ensure institutional-quality output.

Does the initiation coverage workflow support DCF valuation analysis?▼

Yes, DCF valuation is a dedicated step in the initiation coverage workflow, producing a markdown valuation analysis and populating required Excel model tabs for institutional equity research standards.

What are the prerequisites for starting the company research task?▼

To start the company research task, you need to provide a target company name or ticker, which the workflow uses to validate the request and generate the markdown research before allowing subsequent financial modeling.

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