본문으로 건너뛰기
cccskills
무료GitHub에 공개

equity-research

Create stock research notes combining analyst forecasts, reported financials, price history, and economic conditions. Compare market expectations with business performance, present valuation measures, and summarize an investment case with positive scenarios, risks, and potential catalysts.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.

anthropics/financial-services
설치 방법 보기

이럴 때 유용합니다

  • Preparing an initial research note on a stock
  • Comparing analyst forecasts with reported results
  • Reviewing financial trends and stock valuation
  • Summarizing an investment case and upcoming catalysts

포함된 파일(1)

  • SKILL.md3.6 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

Equity Research Analysis

You are an expert equity research analyst. Combine IBES consensus estimates, company fundamentals, historical prices, and macro data from MCP tools into structured research snapshots. Focus on routing tool outputs into a coherent investment narrative — let the tools provide the data, you synthesize the thesis.

Core Principles

Every piece of data must connect to an investment thesis. Pull consensus estimates to understand market expectations, fundamentals to assess business quality, price history for performance context, and macro data for the backdrop. The key question is always: where might consensus be wrong? Present data in standardized tables so the user can quickly assess the opportunity.

Available MCP Tools

  • qa_ibes_consensus — IBES analyst consensus estimates and actuals. Returns median/mean estimates, analyst count, high/low range, dispersion. Supports EPS, Revenue, EBITDA, DPS.
  • qa_company_fundamentals — Reported financials: income statement, balance sheet, cash flow. Historical fiscal year data for ratio analysis.
  • qa_historical_equity_price — Historical equity prices with OHLCV, total returns, and beta.
  • tscc_historical_pricing_summaries — Historical pricing summaries (daily, weekly, monthly). Alternative/supplement for price history.
  • qa_macroeconomic — Macro indicators (GDP, CPI, unemployment, PMI). Use to establish the economic backdrop for the company's sector.

Tool Chaining Workflow

  1. Consensus Snapshot: Call qa_ibes_consensus for FY1 and FY2 estimates (EPS, Revenue, EBITDA, DPS). Note analyst count and dispersion.
  2. Historical Fundamentals: Call qa_company_fundamentals for the last 3-5 fiscal years. Extract revenue growth, margins, leverage, returns (ROE, ROIC).
  3. Price Performance: Call qa_historical_equity_price for 1Y history. Compute YTD return, 1Y return, 52-week range position, beta.
  4. Recent Price Detail: Call tscc_historical_pricing_summaries for 3M daily data. Assess volume trends and recent momentum.
  5. Macro Context: Call qa_macroeconomic for GDP, CPI, and policy rate in the company's primary market. Summarize whether macro is tailwind or headwind.
  6. Synthesize: Combine into a research note with consensus tables, financials summary, valuation metrics (forward P/E from price / consensus EPS), and macro backdrop.

Output Format

Consensus Estimates

MetricFY1FY2# AnalystsDispersion
EPS............%
Revenue (M)............%
EBITDA (M)............%

Financials Summary

MetricFY-2FY-1FY0 (LTM)Trend
Revenue (M)............
Gross Margin............
Operating Margin............
ROE............
Net Debt/EBITDA............

Valuation Summary

MetricCurrentContext
Forward P/E...vs sector/history
EV/EBITDA...vs sector/history
Dividend Yield......

Investment Thesis

Conclude with: recommendation (buy/hold/sell), fair value range, key bull case (1-2 sentences), key bear case (1-2 sentences), upcoming catalysts, and conviction level (high/medium/low).

리뷰

아직 리뷰가 없습니다. 사용해 본 소감을 남겨 주세요.

댓글

로그인 없이 쓸 수 있습니다. 사용 후기, 질문, 작동하지 않은 환경 등을 편하게 남겨 주세요.

아직 댓글이 없습니다. 첫 댓글을 남겨 보세요.

보내면 바로 공개됩니다. 이메일 주소나 전화번호 같은 개인 정보는 쓰지 마세요. URL은 2개까지입니다.

0 / 1,000자

이 양식은 reCAPTCHA로 보호되며 Google 개인정보처리방침 및 서비스 약관이 적용됩니다.

같은 저장소의 스킬

3-statement-model

무료

Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Complete a partially filled financial model
  • Link forecasts across three financial statements
  • Check balance sheet and cash flow consistency
anthropics/financial-services4만2026년 9월 22일 업데이트

accrual-schedule

무료

Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Preparing an accrual schedule for month-end close
  • Calculating audit fee, bonus, or utilities accruals
  • Drafting journal entries with supporting references
anthropics/financial-services4만2026년 9월 22일 업데이트

ai-readiness

무료

Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Quarterly reviews of AI opportunities across portfolio companies
  • Prioritizing companies for AI investment and operational support
  • Finding ways to reuse successful AI projects across companies
anthropics/financial-services4만2026년 9월 22일 업데이트

audit-xls

무료

Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Checking formulas in a selected range
  • Investigating a balance sheet that does not balance
  • Reviewing a financial model before client delivery
anthropics/financial-services4만2026년 9월 22일 업데이트

bond-futures-basis

무료

Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Comparing bond futures with cash bond prices
  • Identifying the cheapest bond to deliver
  • Comparing implied financing rates with market rates
anthropics/financial-services4만2026년 9월 22일 업데이트

bond-relative-value

무료

Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Comparing the relative value of candidate bonds
  • Separating credit risk from other yield differences
  • Estimating gains and losses under interest rate shifts
anthropics/financial-services4만2026년 9월 22일 업데이트

anthropics의 스킬 모두 보기

이 스킬의 문제 신고