What problem does it solve? Producing a first-time equity research initiation report requires coordinating company research, financial modeling, valuation, chart generation, and report writing into one consistent deliverable. This Skill structures that work into five individually executed tasks with verified prerequisites, so each stage produces a complete, reviewable output before the next begins. ## Core Features & Use Cases - Five-Task Workflow: Company research (6,000-8,000 word document), Excel financial model with six tabs, DCF and comparables valuation with price target, 25-35 professional charts packaged as a zip, and a 30-50 page DOCX final report. - Prerequisite Verification: Tasks 3-5 check that required inputs from earlier tasks exist before starting, preventing incomplete or placeholder work. - Institutional Standards: Outputs follow JPMorgan/Goldman Sachs-style formatting with clickable citations, sensitivity tables, valuation football fields, and cross-file number consistency. - Use Case: An analyst covering Tesla for the first time runs Task 1 to produce the research document, then sequentially requests Tasks 2 through 5, ending with a publication-ready initiation report DOCX. ## Quick Start Ask the assistant to run Task 1 of the initiating-coverage skill for a specific company name or ticker to begin the equity research workflow.
