equity-research skill (anthropics/financial-services): what it does and how to install it · Lounge.ai

Are you on Lounge?5 members·5 free·0 paid+5 joined this weekInvite a builder

Skills › Finance

#240 by installsFinanceanthropics/financial-services

equity-research

Name: equity-research
Author: anthropics

Generate investment theses by synthesizing analyst consensus, company fundamentals, and macro context

Installs

3.0K

all time

This week

installs

Repo stars

38.7K

GitHub

First seen

Feb 25, 2026

on skills.sh

Install

npx skills add https://github.com/anthropics/financial-services --skill equity-research

Works with Claude Code, Cursor, Codex, GitHub Copilot, Windsurf, Gemini CLI and other agents that read SKILL.md.

What it does

Combines IBES consensus estimates, financial statements, historical prices, and macroeconomic data into structured equity research snapshots that surface where market expectations might diverge from fundamentals. Reach for this when building investment cases, comparing estimates to actuals, assessing valuations, or analyzing stock opportunities in context of the broader economy.

Pull IBES analyst consensus (EPS, revenue, EBITDA) with dispersion and high/low ranges to gauge market expectations
Synthesize company fundamentals, cash flows, and balance sheet ratios to assess business quality and competitive positioning
Layer historical price performance and beta into the narrative to contextualize valuation and risk
Route macro indicators (GDP, CPI, PMI) to establish sector backdrop and economic tailwinds or headwinds

Source on GitHub ↗On skills.sh ↗

Paid members see the full Skills library — 200+ of the most-installed agent skills, ranked and grouped by category, with install commands, plus CSV exports. Developer membership is $9/mo.

See plans →Log in

equity-research

At a glance

More from anthropics/financial-services

More Finance