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what is equity-research-skill fr?

rollingsirius/equity-research-skill — explained in plain English

Analysis updated 2026-05-18

150PythonAudience · researcherComplexity · 3/5LicenseSetup · easy

tl;dr

An AI agent skill that makes tools like Claude Code produce deep, source-traceable equity research reports with recalculable valuations.

vibe map

mindmap
  root((Equity Research Skill))
    What it does
      Deep stock research reports
      Earnings analysis mode
      Recalculable valuations
    Tech stack
      Python
      Markdown
      Claude Code
    Use cases
      Investment research
      Earnings review
      Sector specific analysis
    Audience
      Investors
      Researchers

Code map

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filefunction / class

what do people make with this?

VIBE 1

Generate a full nine section research report on a stock's business, financials, and valuation.

VIBE 2

Analyze a company's latest earnings report against its prior model and valuation.

VIBE 3

Run cross checked DCF, reverse DCF, and EPV valuations through the included script.

VIBE 4

Use industry specific appendices for sectors like SaaS, banks, or semiconductors.

what's the stack?

PythonMarkdownClaude Code

how it stacks up fr

rollingsirius/equity-research-skillforlives/21-day-self-interviewhsj-banfan/grok-register-web
Stars150149151
LanguagePythonPythonPython
Setup difficultyeasyhard
Complexity3/54/5
Audienceresearchergeneraldeveloper

Figures from each repo's GitHub metadata at analysis time.

how do i run it?

Difficulty · easy time til it works · 5min

Running the valuation script needs some Python environment, though not necessarily one installed locally.

MIT license: free to use, modify, and reuse for any purpose, including commercial use, as long as the copyright notice is kept.

in plain english

This project is an AI agent skill, meaning a set of instructions and reference files that a tool like Claude Code can load, for producing deep equity research reports on individual stocks. Rather than a short summary, it is built to make an AI follow a discipline closer to what a professional investment research team would use: every fact should be traceable to a source, every valuation should be able to be recalculated, and every conclusion should be checked against the numbers behind it. The skill has two main modes. A full research mode produces a nine section report covering the company's business, competitive position, management, financials, valuation, analyst views, catalysts and risks, and an investment conclusion. An earnings mode is meant to be used right after a company reports quarterly or annual results, and produces its own nine section breakdown covering how the results compare to expectations, revenue and segment detail, margins, cash flow, management's guidance and call commentary, and how the valuation model changes as a result. If there is no existing research on the company yet, earnings mode will first rebuild a multi year history before analyzing the new results. For valuation specifically, the skill requires cross checking with at least three separate methods, such as discounted cash flow, reverse discounted cash flow, scenario weighted valuation, and earnings power value, and it runs the actual calculations through an included Python script rather than asking the AI to estimate a number. It also ships eight industry specific appendices, for sectors like SaaS, semiconductors, banks, insurance, pharmaceuticals, consumer goods, energy, and utilities, each changing which metrics and valuation approach get used. To install it, a user copies the repository into a folder that their AI tool reads skills from, such as Claude Code's skills directory, or simply points any agent capable of reading files at the SKILL.md file. Running the valuation script needs some Python environment, though not necessarily one installed on the user's own machine, since it only relies on the standard library. The skill states clearly that its output is for research reference only, not investment advice, and it is released under the MIT license.

prompts (copy fr)

prompt 1
Install this skill in Claude Code and use it to research a stock I'm interested in.
prompt 2
Explain the difference between full research mode and earnings mode in this skill.
prompt 3
Show me how the DCF script in scripts/dcf.py calculates a valuation.

Frequently asked questions

what is equity-research-skill fr?

An AI agent skill that makes tools like Claude Code produce deep, source-traceable equity research reports with recalculable valuations.

What language is equity-research-skill written in?

Mainly Python. The stack also includes Python, Markdown, Claude Code.

What license does equity-research-skill use?

MIT license: free to use, modify, and reuse for any purpose, including commercial use, as long as the copyright notice is kept.

How hard is equity-research-skill to set up?

Setup difficulty is rated easy, with roughly 5min to a first successful run.

Who is equity-research-skill for?

Mainly researcher.

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