Generate a Word research note with citations from company data.
npx skills add https://github.com/daloopa/investing --skill research-note
Please help me install this Agent Skill. Skill: research-note Source: https://github.com/daloopa/investing/tree/main/.claude/skills/research-note Command: npx skills add https://github.com/daloopa/investing --skill research-note
This skill automates the creation of a comprehensive Word research note by orchestrating data gathering, analysis, and formatting for professional reports.
Ask the system to generate a research note for a given ticker, e.g., "research-note AAPL".
High-intent search queries and answers about installing and using this skill.
Automating equity research notes involves orchestrating data collection for company fundamentals and rendering a formatted Word document with citations. This process builds a structured context object to ensure all financial data and qualitative insights are reproducible and presentation-ready.
Creating investment memos with per-item citations requires aggregating company fundamentals into a structured JSON context before rendering. This approach ensures every data point in the final Word document is sourced and reproducible, satisfying professional investment analysis requirements.
You can generate a research note for individual tickers, sectors, and market scenarios. By supplying a stock ticker, the system collects relevant company data, industry insights, and qualitative context to render a comprehensive formatted document for your specific target.
You do not need to manually prepare external data sources, as the process automatically orchestrates the collection of company fundamentals, KPIs, and industry insights. The system builds the necessary context object from the ticker or scenario provided to generate the document.
This approach works for management presentations and pitchbooks by delivering a presentation-ready Word file with formatted citations. It is specifically applied to equity research workflows, ensuring the aggregated data meets professional formatting standards for investor-facing materials.
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