AgentToolHub
Skill

equity-research

equity-research — a Claude Code skill from anthropics/financial-services-plugins

Features

  • ✓Specialized plugins for financial services
  • ✓Customizable workflows for analysis and reporting
  • ✓Integrates with data sources and tools for financial analysis
  • ✓Streamlined research to report process
  • ✓Enhance Claude's capabilities with function-specific plugins
  • ✓Visit the GitHub repo for more details

Installation Guide

Cowork

Install plugins from claude.com/plugins.

Claude Code

bash
# Add the marketplace
claude plugin marketplace add anthropics/financial-services-plugins

# Install the core plugin first (required)
claude plugin install financial-analysis@financial-services-plugins

# Then add function-specific plugins as needed
claude plugin install investment-banking@financial-services-plugins
claude plugin install equity-research@financial-services-plugins
claude plugin install private-equity@financial-services-plugins
claude plugin install wealth-management@financial-services-plugins

Once installed, plugins activate automatically. Skills fire when relevant, and slash commands are available in your session:

bash
/comps [company]                # Comparable company analysis
/dcf [company]                  # DCF valuation model
/earnings [company] [quarter]   # Post-earnings update report
/one-pager [company]            # One-page company profile
/ic-memo [project name]         # Investment committee memo
/source [criteria]              # Deal sourcing
/client-review [client]         # Client meeting prep

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