Claude Equity Research Skills — AI skill for Claude Code

📊 Claude Equity Research Skills

[](https://opensource.org/licenses/MIT) [](https://claude.ai) [](#-the-skills)

**Institutional-quality equity research skills for Claude AI — systematizing the fundamental analysis playbook from buy-side investing into reusable, AI-executable frameworks.**

Seven composable skills that let Claude reason like a long-only fundamental analyst: classify growth, map competitive moats, parse earnings, trace supply chains, diagnose director networks, validate investment themes, and read broker research.

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📋 Table of Contents

• Why This Exists
• The Skills
• How Skills Work
• Installation
• Usage Examples
• Skill Composition Patterns
• Contributing
• License

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🎯 Why This Exists

Most AI "investment analysis" prompts are shallow — they produce sell-side pastiche. These skills are different: each one encodes a specific, battle-tested research methodology used at buy-side shops, broken down into structured layers with explicit scoring, evidence requirements, and output schemas.

Built by someone with ~8 years in healthcare equity research and sustainability investing (The Global Fund, Baillie Gifford), these skills reflect how professional investors actually work — not what ChatGPT thinks investors do.

What you get

• Opinionated frameworks — each skill takes a methodological stance (7 Powers + Greenwald + Thorndike for growth; Porter + value chain + geopolitical resilience for competitive analysis; etc.)
• Mechanical scoring engines — repeatable grading rubrics, not vibes
• Evidence-first outputs — every claim traced to filings, calls, or price action
• **Wor