Equity Research Report Claude Skill

equity-research-report

A Claude Agent Skill that turns a ticker into two deliverables: a multi-page equity research PDF and a companion Excel model with live formulas. Financials come from SEC EDGAR's XBRL API rather than scraped summaries, and the workbook has to pass two blocking verification gates before it ships.

The target output is what a sell-side or buy-side analyst would hand you, not a formatted summary of the first page of search results.

What it produces

**PDF report** — nine sections built with `reportlab.platypus`: cover and executive summary, business model mechanics, industry/competitive/regulatory landscape, financial analysis, valuation, technical analysis, catalyst calendar, key risks, and a sources-and-limitations section. Vector line, bar and scenario charts are generated inline, no image embedding. Pages are rendered to PNG and visually checked before delivery.

**Excel model** — native openpyxl charts that reference cells and update when inputs change, heat-mapped sensitivity grids, frozen panes on wide tabs, and depending on which template fits: a single-driver grid, explicit multi-year Bear/Base/Bull projections with two independent valuation methods, or a full 3-statement model with DCF, unlevered FCF, an SBC/dilution schedule and a reverse DCF.

How it works

**Step 1 — Research.** Four parallel research passes: fundamentals and financials, technical and market data, industry/competitive/regulatory landscape, and comps and valuation multiples. EDGAR XBRL is queried first for anything the company has actually filed; the `frames` API pulls peer multiples measured over an identical period, which is what hand-built comps tables usually get wrong. Every material number carries a source URL. Conflicting figures are reported side by side instead of silently resolved, and gaps are stated rather than filled in.

Before anything gets built, the skill identifies the single variable that drives the company's valuation — net interest margin