equity-research-analyst-skill

Use when the user asks for institutional-style equity research on a public company, ETF, or TradingView-resolvable ticker, including initiation reports, earnings updates or previews, catalyst calendars, morning notes, sector or peer overviews, thesis reviews, model refreshes, and stock screening or idea generation.

Equity Research Analyst

Produce institutional-grade equity research deliverables covering nine distinct workflows. Each workflow has its own dedicated reference file in references/workflows/; this SKILL.md is the dispatcher and the hub for cross-workflow conventions.

Loading Strategy

Keep context tight and load only the files needed for the active task.

1. Match the request to exactly one workflow in references/workflows/.
2. Read only that workflow file first.
3. Open deep-dive references only when the active workflow points to them.
4. Read references/tradingviewapi.md before opening anything in references/tradingviewapi-docs/.
5. Treat references/tradingviewapi-docs/ as a lookup bundle: search by endpoint name or JSON field, then open the smallest relevant file instead of loading an entire large example file.

tradingviewapi lookup guide

• Start with references/tradingviewapi.md for task-to-endpoint mapping.
• Use references/tradingviewapi-docs/README.md for file selection inside the bundled API docs.
• Use references/tradingviewapi-docs/openapi.json as the source of truth for exact parameters, defaults, and allowed enum values.
• Use references/tradingviewapi-docs/examples/ mainly for concrete URL patterns and response shapes, not for deciding which asset-class parameter should be used.
• If an example and the OpenAPI spec disagree, trust openapi.json for parameters and trust executed examples only for payload shape after the request has been validated against the spec.
• Search patterns that usually find the right example quickly:
  • GET /api/market-data/{symbol}
  • GET /api/calendar/earnings
  • GET /api/search/market/{query}
  • earnings_release_next_date
  • analyst-recommendations

When to invoke which workflow

Match the user request to one of the nine workflows below and read the corresponding reference file from references/workflows/. If the request is ambiguous, ask the user to confirm before committing.

Workflow	Trigger phrases	Reference
Initiating coverage	"initiation report", "first-time coverage", "new coverage on X", "write a full report on X"	references/workflows/initiating-coverage.md
Earnings analysis	"earnings update", "Q1/Q2/Q3/Q4 results for X", "post-earnings report", "beat/miss analysis"	references/workflows/earnings-analysis.md
Earnings preview	"earnings preview", "what to watch in X's earnings", "pre-earnings note"	references/workflows/earnings-preview.md
Catalyst calendar	"catalyst calendar", "upcoming events", "earnings calendar", "event tracker"	references/workflows/catalyst-calendar.md
Morning note	"morning note", "daily brief", "pre-market note", "morning wrap"	references/workflows/morning-note.md
Sector overview	"sector report", "industry overview", "peer comp", "sector deep-dive"	references/workflows/sector-overview.md
Thesis tracker	"thesis tracker", "investment thesis review", "revisit thesis on X", "thesis check"	references/workflows/thesis-tracker.md
Model update	"update the model", "model maintenance", "refresh estimates", "re-forecast"	references/workflows/model-update.md
Idea generation	"screen for X", "find me stocks that", "idea generation", "investment ideas"	references/workflows/idea-generation.md

Single-workflow discipline (especially for initiating-coverage)

The initiation-report workflow has five sequential tasks (Company Research → Financial Modeling → Valuation → Charts → Assembly). Execute one task per user request, verify prerequisites before the next task, and never auto-chain. Details in references/workflows/initiating-coverage.md.

Primary data source: tradingviewapi

Before Web Search, pull structured numeric data (financials, TTM ratios, analyst consensus, calendars, prices, technicals, news) from the bundled tradingviewapi (TradingView proxy). One call to /api/market-data/{symbol} covers ~70% of the numeric content of a typical research report.

• Full endpoint map, curl examples, and JSON-path-to-report-field mapping: references/tradingviewapi.md
• OpenAPI spec and example responses: references/tradingviewapi-docs/

Authentication: users must provide their own RAPIDAPI_KEY env var (RapidAPI hosted).

Use Web Search ONLY for narrative content: MD&A text, forward guidance wording, earnings call transcripts, segment breakdowns, risk factors, management bios, industry research, FDA/regulatory decisions. Pull raw SEC 10-K/10-Q only when direct quotation or audit is required.

Global conventions

Data freshness

• Training data is outdated. Before writing, verify today's date and confirm that the latest fetched data is current (next earnings date, last reported quarter).
• If data.current.fiscal_period_current is >90 days old, flag as "last reported" and Web Search for newer disclosures.
• Treat data.current.fiscal_period_current as a structured provider label, not the final narrative quarter label. If company IR / SEC naming differs (for example provider 2025-Q4 vs company-reported Fiscal 2026 Q4), use the latest primary-source wording in the written report and cite that source explicitly.

Ticker resolution

• Always use EXCHANGE:TICKER format (e.g., NASDAQ:AAPL, NYSE:JPM).
• If the user supplies only a company name, resolve it via /api/search/market/{query}?filter=stock before proceeding.
• Use the resolved symbol from /api/search/market/{query} as the canonical identifier for the workflow. Do not rely on data.company.ticker or data.company.exchange from /api/market-data/{symbol} as the canonical listing identifier, because those fields may be null or may reflect a quote venue rather than the primary exchange.

Citation standard

Every numeric fact in a deliverable must cite its source:

Source: Structured data via tradingviewapi (TradingView); fetched [YYYY-MM-DD]
        Endpoint: /api/market-data/NASDAQ:AAPL
        Fiscal period: 2026-Q1

SEC filings keep separate EDGAR hyperlinks. When consensus data comes from the API, cite the analyst-recommendations endpoint explicitly instead of a generic terminal label.

Output formatting

• Default font for Word deliverables: Times New Roman.
• Do not add emojis to research reports unless the user explicitly requests them.
• Follow the page/structure templates in assets/initiating-coverage/report-template.md for initiation reports.
• Use references/initiating-coverage/quality-checklist.md for final initiation-report QA.
• Other workflows use the template embedded in their own reference file.

No shortcuts

• Deliver exactly the outputs specified in each workflow reference. Do not create extra "completion summaries", "executive summaries", or "quick reference guides".
• Do not fabricate data. Missing field → "N/A". Missing consensus → state "consensus not available".

Fallback strategy

1. tradingviewapi unavailable → fall back to Web Search + SEC EDGAR per the workflow reference.
2. Ticker unresolved → ask the user for EXCHANGE:TICKER.
3. Ambiguous workflow → ask the user which deliverable they want.

Directory layout

equity-research-analyst/
├── SKILL.md                              # This file
├── references/
│   ├── tradingviewapi.md                   # Endpoint map + report-field mapping
│   ├── tradingviewapi-docs/                # Bundled API spec + examples (snapshot)
│   │   ├── README.md
│   │   ├── openapi.json
│   │   └── examples/ (12 .md files)
│   ├── workflows/                        # One dispatch target per workflow
│   │   ├── initiating-coverage.md
│   │   ├── earnings-analysis.md
│   │   ├── earnings-preview.md
│   │   ├── catalyst-calendar.md
│   │   ├── morning-note.md
│   │   ├── sector-overview.md
│   │   ├── thesis-tracker.md
│   │   ├── model-update.md
│   │   └── idea-generation.md
│   ├── earnings-analysis/                # Deep-dive references for earnings workflow
│   │   ├── workflow.md
│   │   ├── report-structure.md
│   │   └── best-practices.md
│   └── initiating-coverage/              # Deep-dive references for initiation tasks 1-5
│       ├── task1-company-research.md
│       ├── task2-financial-modeling.md
│       ├── task3-valuation.md
│       ├── task4-chart-generation.md
│       ├── task5-report-assembly.md
│       ├── quality-checklist.md
│       └── valuation-methodologies.md
├── assets/
│   └── initiating-coverage/              # Templates used in output
│       └── report-template.md