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equity-research

by anthropics7.1k682GitHub

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.

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SKILL.md

Skill: Equity Research

When to use

  • The user wants a full breakdown or deep dive on a stock.
  • The user wants to make a buy/sell/hold decision and needs all signals in one place.
  • The user asks "tell me everything about [ticker]" or "give me a full report on [company]".
  • The user wants comprehensive equity research combining price, fundamentals, and market sentiment.

When NOT to use

  • The user only wants the current price or daily movement → use stock-price-checker-pro
  • The user only wants fundamentals (P/E, EPS, margins) → use stock-fundamentals
  • The user only wants recent news headlines → use market-news-brief

Commands

This skill orchestrates three sub-skills. Run all three commands for the same ticker, then synthesize the results into a unified report.

Step 1 — Current price, ranges, and upcoming events

uv run /root/.openclaw/workspace/skills/stock-price-checker-pro/src/main.py <TICKER>

Step 2 — Fundamentals (valuation, profitability, balance sheet)

uv run /root/.openclaw/workspace/skills/stock-fundamentals/src/main.py <TICKER>

Step 3 — Broad market news and sentiment

# For US-listed stocks
uv run /root/.openclaw/workspace/skills/market-news-brief/src/main.py US

# For German/European stocks (e.g. RHM.DE, SAP.DE, ASML.AS)
uv run /root/.openclaw/workspace/skills/market-news-brief/src/main.py EUROPE

# For Japanese stocks (e.g. 7203.T)
uv run /root/.openclaw/workspace/skills/market-news-brief/src/main.py JAPAN

# For Korean stocks (e.g. 005930.KS)
uv run /root/.openclaw/workspace/skills/market-news-brief/src/main.py SOUTH_KOREA

āš ļø market-news-brief takes a market scope word (US, EUROPE, ASIA, GLOBAL, UK, GERMANY, NETHERLANDS, JAPAN, SOUTH_KOREA). Do NOT pass a bare company ticker like AAPL or RHM.DE — it will error. Use US for US-listed equities, EUROPE for European stocks, GLOBAL for a worldwide macro backdrop.

Full example — Apple (US)

uv run /root/.openclaw/workspace/skills/stock-price-checker-pro/src/main.py AAPL
uv run /root/.openclaw/workspace/skills/stock-fundamentals/src/main.py AAPL
uv run /root/.openclaw/workspace/skills/market-news-brief/src/main.py US

Full example — Rheinmetall (Germany)

uv run /root/.openclaw/workspace/skills/stock-price-checker-pro/src/main.py RHM.DE
uv run /root/.openclaw/workspace/skills/stock-fundamentals/src/main.py RHM.DE
uv run /root/.openclaw/workspace/skills/market-news-brief/src/main.py EUROPE

Full example — NVIDIA (US)

uv run /root/.openclaw/workspace/skills/stock-price-checker-pro/src/main.py NVDA
uv run /root/.openclaw/workspace/skills/stock-fundamentals/src/main.py NVDA
uv run /root/.openclaw/workspace/skills/market-news-brief/src/main.py US

Report Structure

After running all three commands, synthesize the results into a structured report:

  1. Price Snapshot — current price, daily change, volume, 52W range, upcoming events
  2. Fundamentals Summary — valuation multiples, profitability margins, debt profile, analyst target
  3. Market Context — macro tone for the relevant region, dominant themes, key headlines
  4. Overall Take — a brief synthesized assessment combining all three signals (bullish / neutral / bearish and why)

Notes

  • Always run all three sub-skills before writing the report — partial data leads to incomplete conclusions.
  • Each sub-skill uses uv run internally — no manual pip install or environment setup needed.
  • Do NOT attempt to fetch any of this data via web search or curl — always use the commands above.
  • Do NOT use the .sh wrapper scripts — call uv run src/main.py directly as shown in the examples.
  • uv run reads the inline # /// script dependency block in each main.py and auto-installs yfinance — no pip or venv setup needed.
  • Ticker symbols must be valid Yahoo Finance tickers. See TOOLS.md for the full ticker format reference by exchange.

Source: https://github.com/anthropics/financial-services-plugins#partner-built-lseg-skills-equity-research

Content curated from original sources, copyright belongs to authors

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WORKS WITH

Claude Code
Claude
Codex CLI
Codex
Gemini CLI
Gemini
O
OpenCode
O
OpenClaw
GitHub Copilot
Copilot
Cursor
Cursor
W
Windsurf
C
Cline
R
Roo
K
Kiro
J
Junie
A
Augment
W
Warp
G
Goose