initiating-coverage

To generate an equity research report, this Skill compiles textual analysis, financial data from Excel, and valuation charts into a single professional document. It requires prior markdown, Excel, and image files to assemble the final publication-ready output.

Yes, you can embed financial charts into an institutional presentation document by providing image files from prior tasks. The Skill seamlessly inserts 25-35 charts and data visualizations into the final equity research report.

Before assembling an initiation coverage report, you need to prepare markdown documents for textual analysis, Excel files for financial modeling data, and image files for charts. These prior outputs are required for integration.

The best way to structure company analysis and valuation data is to separate textual background, financial metrics, and visual charts into markdown, Excel, and image files. The Skill then integrates these components into a dense, validated document.

Yes, this report generation tool works directly with financial modeling data stored in Excel. It pulls detailed financials, valuation figures, and historical metrics from Excel sources to compile them into the final document.

You need to provide prior markdown and image files because the Skill acts as an end-to-end report assembler rather than a data generator. It ensures integration of pre-existing textual analysis and visual components for publication quality.