Financial Equity Research

Equity research tools for earnings analysis, initiating coverage reports, updating models, sector overviews, and managing research workflows.

paudyyin@paudyyin

Install

openclaw skills install @paudyyin/financial-equity-research

equity-research

Equity research tools: earnings analysis, initiating coverage reports, and research workflows

来源

来自 Anthropic 官方 financial-services 仓库的 equity-research 插件。原始仓库: https://github.com/anthropics/financial-services

可用命令 (Commands)

catalysts

description: View or update the catalyst calendar argument-hint: "[timeframe, e.g. 'next 2 weeks']"

Load the catalyst-calendar skill to build or review upcoming catalysts across the coverage universe.

If a timeframe is provided, use it. Otherwise default to the next 2 weeks.

Earnings Analysis Command

description: Analyze quarterly earnings and create an earnings update report argument-hint: "[company name or ticker] [quarter, e.g. Q3 2024]"

Earnings Analysis Command

Create a professional equity research earnings update report analyzing quarterly results.

Workflow

Step 1: Gather Information

Parse the input for:

Company name or ticker
Quarter (e.g., Q3 2024, Q2 FY25)

If not provided, ask:

"What company's earnings would you like to analyze?"
"Which quarter? (e.g., Q3 2024)"

Step 2: Verify Timeliness

CRITICAL: Before proceeding, verify you have the latest data:

Search for "[Company] latest earnings results [current year]"
Verify the earnings release is within the last 3 months
Confirm transcript date matches release date

If data is stale, inform the user and search for the latest.

Step 3: Load Earnings Analysis Skill

Use skill: "earnings-analysis" to create the report:

Data Collection (search for latest):
- Earnings release (press release)
- 10-Q filing from SEC EDGAR
- Earnings call transcript
- Investor presentation/supplemental materials
- Consensus estimates (Bloomberg/FactSet)
Beat/Miss Analysis:
- Revenue vs consensus: Beat/Miss by $X or X%
- EPS vs consensus: Beat/Miss by $X or X%
- Key segment performance vs expectations
- Explain WHY results differed
Key Metrics Analysis:
- Revenue breakdown by segment/geography
- Margin trends (gross, operating, net)

earnings-preview

description: Build a pre-earnings preview with scenarios argument-hint: "[company ticker]"

Load the earnings-preview skill and build a pre-earnings analysis with consensus estimates, key metrics to watch, and bull/base/bear scenarios.

If a ticker is provided, use it. Otherwise ask the user which company is reporting.

initiate

description: Create an initiating coverage report argument-hint: "[company ticker]"

Load the initiating-coverage skill and begin the 5-task workflow to create an institutional-quality initiation report.

If a ticker is provided, use it. Otherwise ask the user which company to initiate on.

model-update

description: Update a financial model with new data argument-hint: "[company ticker]"

Load the model-update skill and plug in new earnings, guidance, or revised assumptions.

If a ticker is provided, use it. Otherwise ask the user which model to update and what changed.

morning-note

description: Draft a morning meeting note argument-hint: ""

Load the morning-note skill and draft a concise morning note covering overnight developments, earnings reactions, and trade ideas across the coverage universe.

screen

description: Run a stock screen or generate investment ideas argument-hint: "[screen criteria, e.g. 'undervalued midcap tech']"

Load the idea-generation skill and run quantitative screens or thematic sweeps to surface new investment ideas.

If criteria are provided, use them. Otherwise ask the user what they're looking for (long/short, sector, style, theme).

sector

description: Create a sector overview report argument-hint: "[sector or industry]"

Load the sector-overview skill and create an industry landscape report covering market sizing, competitive dynamics, and investment implications.

If a sector is provided, use it. Otherwise ask the user which industry to cover.

thesis

description: Create or update an investment thesis argument-hint: "[company ticker]"

Load the thesis-tracker skill to create a new thesis or update an existing one with new data points.

If a ticker is provided, use it. Otherwise ask the user which position to review.

底层技能 (Skills)

catalyst-calendar

name: catalyst-calendar description: Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".

Catalyst Calendar

Workflow

Step 1: Define Coverage Universe

List of companies to track (tickers or names)
Sector / industry focus
Include macro events? (Fed meetings, economic data, regulatory deadlines)
Time horizon (next 2 weeks, month, quarter)

Step 2: Gather Catalysts

For each company, identify upcoming events:

Earnings & Financial Events

Quarterly earnings date and time (pre/post market)
Annual shareholder meeting
Investor day / analyst day
Capital markets day
Debt maturity / refinancing dates

Corporate Events

Product launches or announcements
FDA approvals / regulatory decisions
Contract renewals or expirations
M&A milestones (close dates, regulatory approvals)
Management transitions
Insider trading windows (lockup expirations)

Industry Events

Major conferences (dates, which companies presenting)
Trade shows and expos
Regulatory comment periods or rulings
Industry data releases (monthly sales, traffic, etc.)

Macro Events

Fed meetings (FOMC dates)
Jobs report, CPI, GDP releases
Central bank decisions (ECB, BOJ, etc.)
Geopolitical events with market impact

Step 3: Calendar View

Date	Event	Company/Sector	Type	Impact (H/M/L)	Our Positioning	Notes
			Earnings/Corp/Industry/Macro		Long/Short/Neutral

Step 4: Weekly Preview

Each week, generate a forward-looking summary:

This Week's Key Events:

[Day]: [Company] Q[X] earnings — consensus [$X EPS], our estimate [

earnings-analysis

name: earnings-analysis description: Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

Equity Research Earnings Update

Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).

Key Characteristics:

Length: 8-12 pages
Word Count: 3,000-5,000 words
Tables: 1-3 summary tables (NOT comprehensive)
Figures: 8-12 charts
Turnaround: 1-2 days (within 24-48 hours of earnings)
Audience: Clients already familiar with the company
Focus: What's NEW - beat/miss, updated estimates, thesis impact
Font: Times New Roman throughout (unless user specifies otherwise)

When to Use

Use when the user requests:

"Create an earnings update for [Company] Q3 2024"
"Analyze [Company]'s quarterly results"
"Post-earnings report for [Company]"
"Q1/Q2/Q3/Q4 update for [Company]"

Do NOT use if:

User requests "initiation report" → Use different skill
User requests "flash note" or "quick take" → Different format
Company is not already covered → Need initiation first

Critical Requirements

1. Speed & Timeliness

Publish within 24-48 hours of earnings release
Focus on NEW information only
Don't rehash company background extensively

2. Beat/Miss Analysis

Lead with whether company beat or missed estimates
Quantify variances (e.g., "Revenue beat by $120M or 3%")
Explain WHY results differed from expectations

3. Summary Format

Keep tables to 1-3 (summary only, not compreh

earnings-preview

name: earnings-preview description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".

Earnings Preview

Workflow

Step 1: Gather Context

Identify the company and reporting quarter
Pull consensus estimates via web search (revenue, EPS, key segment metrics)
Find the earnings date and time (pre-market vs. after-hours)
Review the company's prior quarter earnings call for any guidance or commentary

Step 2: Key Metrics Framework

Build a "what to watch" framework specific to the company:

Financial Metrics:

Revenue vs. consensus (total and by segment)
EPS vs. consensus
Margins (gross, operating, net) — expanding or contracting?
Free cash flow
Forward guidance vs. consensus

Operational Metrics (sector-specific):

Tech/SaaS: ARR, net retention, RPO, customer count
Retail: Same-store sales, traffic, basket size
Industrials: Backlog, book-to-bill, price vs. volume
Financials: NIM, credit quality, loan growth, fee income
Healthcare: Scripts, patient volumes, pipeline updates

Step 3: Scenario Analysis

Build 3 scenarios with stock price implications:

Scenario	Revenue	EPS	Key Driver	Stock Reaction
Bull
Base
Bear

For each scenario:

What would need to happen operationally
What management commentary would signal this
Historical context — how has the stock moved on similar prints?

Step 4: Catalyst Checklist

Identify the 3-5 things that will determine the stock's reaction:

[Metric] vs. [consensus/whisper number] — why it matters
[Guidance item] — what the buy-side expec

idea-generation

name: idea-generation description: Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".

Idea Generation

Workflow

Step 1: Define Search Criteria

Ask the user for parameters:

Direction: Long ideas, short ideas, or both
Market cap: Large, mid, small, micro
Sector: Specific sector or cross-sector
Style: Value, growth, quality, special situation, event-driven
Geography: US, international, global
Theme: Any specific thematic angle (AI, reshoring, aging demographics, etc.)

Step 2: Quantitative Screens

Run screens based on the style:

Value Screen

P/E below sector median
EV/EBITDA below historical average
Free cash flow yield >5%
Price/book below 1.5x
Insider buying in last 90 days
Dividend yield above market average

Growth Screen

Revenue growth >15% YoY
Earnings growth >20% YoY
Revenue acceleration (growth rate increasing)
Expanding margins
High return on invested capital (>15%)
Strong net retention (>110% for SaaS)

Quality Screen

Consistent revenue growth (5+ years)
Stable or expanding margins
ROE >15%
Low debt/equity
High free cash flow conversion
Insider ownership >5%

Short Screen

Declining revenue or decelerating growth
Margin compression
Rising receivables / inventory vs. sales
Insider selling
Valuation premium to peers without justification
High short interest with deteriorating fundamentals
Accounting red flags (auditor changes, restatements)

Special Situation Screen

Recent IPOs / SPACs with lockup expirations
Spin-offs in last 12 months
Companies emerging from restructuring
Activist involvement

initiating-coverage

name: initiating-coverage description: Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.

Initiating Coverage

Create institutional-quality equity research initiation reports through a structured 5-task workflow. Each task must be executed separately with verified inputs.

Overview

This skill produces comprehensive first-time coverage reports following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). Tasks are executed individually, each verifying prerequisites before proceeding.

Default Font: Times New Roman throughout all documents (unless user specifies otherwise).

⚠️ CRITICAL: One Task at a Time

THIS SKILL OPERATES IN SINGLE-TASK MODE ONLY.

If User Requests Full Pipeline

When user requests:

"Create a coverage initiation report for [Company]"
"Write an initiation report for [Company]"
"Do the entire equity research process for [Company]"
"Complete all 5 tasks for [Company]"
Any request that implies running multiple tasks or the entire workflow

REQUIRED RESPONSE:

Ask which specific task to perform:

text

I can help you create an equity research initiation report for [Company].
This involves 5 separate tasks that need to be completed individually:

1. Company Research - Research business, management, industry
2. Financial Modeling - Build projection model
3. Valuation Analysis - DCF and comparable companies
4. Chart Generation - Create 25-35 charts
5. Report Assembly - Compile final report

Which task would you like to start with?

*When user explicitly requests all tasks together:

model-update

name: model-update description: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

Model Update

Workflow

Step 1: Identify What Changed

Determine the update trigger:

Earnings release: New quarterly actuals to plug in
Guidance change: Company updated forward outlook
Estimate revision: Analyst changing assumptions based on new data
Macro update: Interest rates, FX, commodity prices changed
Event-driven: M&A, restructuring, new product, management change

Step 2: Plug New Data

After Earnings

Update the model with reported actuals:

Line Item	Prior Estimate	Actual	Delta	Notes
Revenue
Gross Margin
Operating Expenses
EBITDA
EPS
[Key metric 1]
[Key metric 2]

Segment Detail (if applicable):

Update each segment's revenue and margin
Note any segment mix shifts

Balance Sheet / Cash Flow Updates:

Cash and debt balances
Share count (buybacks, dilution)
Capex actual vs. estimate
Working capital changes

Step 3: Revise Forward Estimates

Based on the new data, adjust forward estimates:

	Old FY Est	New FY Est	Change	Old Next FY	New Next FY	Change
Revenue
EBITDA
EPS

Key Assumption Changes:

What assumptions are you changing and why?
Revenue growth rate: old → new (reason)
Margin assumption: old → new (reason)
Any new items (restructuring charges, one-time ga

morning-note

name: morning-note description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".

Morning Note

Workflow

Step 1: Overnight Developments

Scan for relevant events across coverage universe:

Earnings & Guidance

Any coverage companies reporting overnight or pre-market?
Earnings surprises (beat/miss on revenue, EPS, key metrics)
Guidance changes (raised, lowered, maintained)

News & Events

M&A announcements or rumors
Management changes
Product launches or regulatory decisions
Analyst upgrades/downgrades from competitors
Macro data or policy changes affecting the sector

Market Context

Overnight futures / pre-market moves
Sector ETF performance
Relevant commodity or currency moves
Key economic data releases today

Step 2: Morning Note Format

Keep it tight — a morning note should be readable in 2 minutes:

[Date] Morning Note — [Analyst Name] [Sector Coverage]

Top Call: [Headline — the one thing PMs need to hear]

2-3 sentences on the key development and why it matters
Stock impact: price target, rating reiteration/change

Overnight/Pre-Market Developments

[Company A]: One-line summary of earnings/news + our take
[Company B]: One-line summary + our take
[Sector/Macro]: Relevant sector-wide development

Key Events Today

[Time]: [Company] earnings call
[Time]: Economic data release (expectations vs. our view)
[Time]: Conference or investor day

Trade Ideas (if any)

[Long/Short] [Company]: 1-2 sentence thesis + catalyst
Risk: What would make this wrong

Step 3: Quick Takes on Earnings

If a coverage company reported, provide a quick reaction:

sector-overview

name: sector-overview description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".

Sector Overview

Workflow

Step 1: Define Scope

Sector / subsector: What industry and how narrowly defined?
Purpose: Client report, internal research, pitch material, idea generation
Depth: High-level overview (5-10 pages) or deep dive (20-30 pages)
Angle: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
Universe: Public companies only, or include private?

Step 2: Market Overview

Market Size & Growth

Total addressable market (TAM) with source
Historical growth rate (5-year CAGR)
Forecast growth rate and key assumptions
Market segmentation (by product, geography, end market, customer type)

Industry Structure

Fragmented vs. consolidated — top 5 market share
Value chain map — where does value accrue?
Business model types (subscription, transaction, licensing, services)
Barriers to entry (capital, regulatory, technical, network effects)

Key Trends & Drivers

Secular tailwinds (3-5 major trends)
Headwinds and risks
Technology disruption vectors
Regulatory developments
M&A activity and consolidation trends

Step 3: Competitive Landscape

Company Profiles (for top 5-10 players):

Company	Revenue	Growth	EBITDA Margin	Market Share	Key Differentiator

For each company, brief profile:

Business description (2-3 sentences)
Strategic positioning and moat
Recent developments (earnings, M&A, product launches)
Valuation snapshot (P/E,

thesis-tracker

name: thesis-tracker description: Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".

Thesis Tracker

Workflow

Step 1: Define or Load Thesis

If creating a new thesis:

Company: Name and ticker
Position: Long or Short
Thesis statement: 1-2 sentence core thesis (e.g., "Long ACME — margin expansion from pricing power + operating leverage as mix shifts to software")
Key pillars: 3-5 supporting arguments
Key risks: 3-5 risks that would invalidate the thesis
Catalysts: Upcoming events that could prove/disprove the thesis (earnings, product launches, regulatory decisions)
Target price / valuation: What's it worth if the thesis plays out
Stop-loss trigger: What would make you exit

If updating an existing thesis, ask the user for the new data point or development.

Step 2: Update Log

For each new data point or development:

Date: When this happened
Data point: What changed (earnings beat, management departure, competitor move, etc.)
Thesis impact: Does this strengthen, weaken, or neutralize a specific pillar?
Action: No change / Increase position / Trim / Exit
Updated conviction: High / Medium / Low

Step 3: Thesis Scorecard

Maintain a running scorecard:

Pillar	Original Expectation	Current Status	Trend
Revenue growth >20%	On track	Q3 was 22%	Stable
Margin expansion	Behind	Margins flat YoY	Concerning
New product launch	Pending	Delayed to Q2	Watch

Step 4: Catalyst Calendar

Track upcoming catalysts:

| Date | Eve