equity-research

Skills

9 in the Claude listing

• Catalyst calendarBuild and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events.
• Earnings analysisCreate professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.
• Earnings previewBuild pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch.
• Idea generationSystematic stock screening and investment idea sourcing.
• Initiating coverageCreate institutional-quality equity research initiation reports through a 5-task workflow.
• Model updateUpdate financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions.
• Morning noteDraft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks.
• Sector overviewCreate comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends.
• Thesis trackerMaintain and update investment theses for portfolio positions and watchlist names.