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initiating-coverage

Execute a five-task equity research initiation workflow with verified inputs.

4|1|Updated Mar 25, 2026
Search Tags:#workflow#research#modeling#valuation#equity#initiation
One-click install
npx skills add https://github.com/pynbj1001/alpha-sense --skill initiating-coverage-pynbj1001
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: initiating-coverage
Source: https://github.com/pynbj1001/alpha-sense/tree/main/.github/skills/fsp-equity-research-initiating-coverage
Command: npx skills add https://github.com/pynbj1001/alpha-sense --skill initiating-coverage-pynbj1001

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the creation of institutional-quality equity research initiation reports by enforcing a strict five-task, single-task-at-a-time workflow with explicit prerequisites and deliverable-based milestones.

Core Features & Use Cases

  • Five-task workflow: perform company research, financial modeling, valuation analysis, chart generation, and final report assembly as separate steps.
  • Prerequisite validation: each task requires verified inputs before execution to ensure data integrity.
  • Deliverable discipline: Task 1 produces a Markdown research document, Task 2 an Excel financial model, Task 3 a valuation markdown/summary with updated model tabs, Task 4 a charts bundle, and Task 5 a publication-ready DOCX report.
  • Safe, auditable process: tasks cannot be chained automatically; users must explicitly request the next task.
  • Reference-guided execution: relies on dedicated reference files for task instructions.
  • Optional resource directories: scripts/references/assets may exist to support execution.

Quick Start

Tell me which task to start with (1–5) and the company name, then confirm prerequisites to begin with Task 1: Company Research.

Frequently Asked Questions about initiating-coverage

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

FAQPage Schema
How do I generate an institutional equity research initiation report step by step?▼

To generate an equity research initiation report, follow a strict five-task workflow: company research, financial modeling, valuation analysis, chart generation, and final DOCX report assembly, executing each task separately with verified inputs.

What is the required workflow for first-time public company coverage?▼

First-time public company coverage requires a five-task process producing discrete deliverables: a Markdown research document, an Excel financial model, a valuation summary, a charts bundle, and a publication-ready DOCX report.

Can I chain research, modeling, and valuation tasks automatically for equity initiation?▼

No, equity initiation tasks cannot be chained automatically. The workflow enforces single-task execution, requiring you to explicitly request the next task and validate prerequisites to ensure data integrity before proceeding.

What deliverables do I get from the equity research initiation tasks?▼

Equity research initiation deliverables include a Markdown research document, an Excel financial model, a valuation markdown with updated model tabs, a charts bundle, and a final publication-ready DOCX report, all generated as discrete, auditable outputs.

How do I start the first task for company research and financial modeling?▼

To start company research and financial modeling, specify the task number and company name, then confirm the prerequisites to begin Task 1, which produces a Markdown research document guided by dedicated reference files.

Does the initiation report workflow support prerequisite validation before financial modeling?▼

Yes, the initiation report workflow enforces prerequisite validation before financial modeling. Each of the five tasks requires verified inputs from previous steps to ensure data integrity before execution begins.

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