siddheshumrigar-tech

Equity Research Agent

Name: Equity Research Agent
Author: siddheshumrigar-tech

AI community

SOURCE https://github.com/siddheshumrigar-tech/equity-research-agent

Description

Autonomous Tier-1 Equity Research & DCF Financial Modeling Agent. Produces 10-tab institutional Excel models, 16-page PDF initiation reports, and multi-model valuation.

Installation

This entry records only its repository, not the path inside it, so there is no exact command to give. Open the source below and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

README

🏛️ Autonomous Institutional Equity Research & Valuation Agent

[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT) [![Python 3.10+](https://img.shields.io/badge/Python-3.10%2B-blue.svg)](https://www.python.org/) [![Code Style: Institutional](https://img.shields.io/badge/Standard-Tier--1%20Institutional-1A365D.svg)]() [![AI Agents](https://img.shields.io/badge/AI%20Agents-Claude%20%7C%20Codex%20%7C%20Cursor-8A2BE2.svg)]() [![Model](https://img.shields.io/badge/Excel-10--Tab%20Tesla--Style-217346.svg)]() [![Report](https://img.shields.io/badge/ReportLab-16--Page%20Vector%20PDF-C70039.svg)]()

An autonomous financial modeling and algorithmic valuation engine. Ingests live exchange market data, computes comprehensive 3-statement financial models, performs multi-method valuation (10-Year DCF, Relative P/E, Reverse DCF), generates high-resolution Matplotlib charts from authentic price history, and compiles:

A 16-Page Publication-Grade PDF Valuation Deck with executive chapter layouts, WACC sensitivity matrices, and DuPont ROE trees.
A 10-Tab Executive Interactive Financial Model (.xlsx) with dynamic Excel scenario dropdowns, balance sheet audit checks, and native openpyxl charts.

🤖 4-Agent Parallel Orchestration Pipeline

Whenever a research job is triggered, the system coordinates four specialized sub-agent roles:

                      ┌────────────────────────────────────────┐
                      │            ORCHESTRATOR                │
                      │      (Master Task Coordinator)         │
                      └──────────────────┬─────────────────────┘
                                         │
       ┌──────────────────┬──────────────┴─────┬──────────────────┐
       ▼                  ▼                    ▼                  ▼
┌──────────────┐   ┌──────────────┐    ┌──────────────┐    ┌──────────────┐
│   AGENT 1:   │   │   AGENT 2:   │    │   AGENT 3:   │    │   AG