equity-research

🔌 Claude Code Plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations with comprehensive fundamental analysis, technical indicators, and risk assessment. Educational use only - not financial advice.

Possibly the deepest AI equity-research skill: nine-chapter single-stock deep dives and earnings deep-dives, with scripted DCF/EPV/EVA and reproducible valuation. Covers US, HK and A-shares. Docs in EN and ZH.

Agent-native investment research workspace for evidence-tracked, refreshable investment theses across equities, earnings, macro, and portfolio review.

Reusable Skills for LLMQuant Agent, Claude Code, Claude.ai, Cursor, Hermes Agent, OpenClaw and Codex, grounded in LLMQuant Data

Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered by agentii.ai data plane. Works with Claude Code, OpenCode, Codex, OpenClaw, Goose.

Ask questions and get answers from earnings calls, SEC filings and news

Claude/Codex agent skills distilled from @aleabitoreddit (Serenity)'s full public archive — track her, analyze like her, anticipate her next focus. Bilingual 中文/English.

CHAOSS Working Group focused on Diversity, Equity, and Inclusion metrics

Turn Claude Code into an equity-research agent: 24 analysis skills (Anthropic's open-source bundle + community), a single data MCP, and a personalization layer for investors at any level.

Enter a US stock ticker, get an analyst grade memo with DCF valuation, peer comparables, news sentiment, and earnings call tone analysis. Multi agent LLM pipeline (Claude + GPT-4o devil's advocate) with strict citation validation. FastAPI + Next.js + pgvector RAG. No hallucinated numbers

Constituent history of the S&P 500 from various data sources

A curated collection of Claude Code skills for Indian stock market research — concall transcripts, equity analysis, and more.

This repository contains the equity research report (pdf), stock pitch slide deck (ppt), financial models (xl), and a couple other preliminary analysis slides all conducted for the purpose of researching Mead Johnson Nutrition company. All the documents were prepared by me for a potential investment opportunity when I was a Senior Analyst for th…

Open prompt stack for public-market research. Cross-harness skill suite (Claude Code / Codex / OpenCode) for secondary-market investment research with 13 skills, adapters, and analyst workspace scaffolding.

AI-powered autonomous equity research agent. Multi-source analysis (Yahoo Finance, SEC 10-K, Reddit, news) with LangGraph orchestration, hybrid RAG, and real-time market data. Generates professional research reports via Telegram bot or REST API. Deployed on Azure Container Apps.

This project consists of custom built modelling frameworks for pricing equity assets. Through the project's evolution, the framework evolves from a single case Discounted Cash Flow model to an interactive Probability Weighted Discounted Cash Flow model that includes multiple cases, multiple supporting models and is all built in Excel while utili…

AI agent plugins & managed-agent templates for China A-share market research and financial modeling, powered by Tushare. Research workflows and valuation tools for professional analyst review—not investment advice. | 面向中国 A 股市场的 AI 智能体插件与管理代理模板，基于 Tushare 数据驱动，提供行业研究与财务建模工具链。所有输出仅供专业分析师审阅参考，不构成任何投资建议。

PDF Statement Data Extractor and Analyzer. A Python script for extracting and analyzing financial data from PDF statements, with a focus on Schwab statements.

Open-source agent skills for China stock and A-share research: Chinese-first outputs, citation-first analysis, and orchestrated workflows.

Financial services skill pack for OpenClaw across banking, equity research, PE, and wealth management