SkillsLLM
Back to catalog

claude-equity-research

by quant-sentiment-ai

Pending

🔌 Claude Code Plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations with comprehensive fundamental analysis, technical indicators, and risk assessment. Educational use only - not financial advice.

274stars
26forks
Added 12/27/2025
View on GitHubDownload ZIP
IDE Extensionsai-poweredclaude-codeclaude-code-pluginequity-researchfinancefinancial-analysisfinancial-analysis-aifinancial-analysis-toolsfinancial-analystinvestment-researchstock-analysisstock-analysttrading-analysis
Installation
# Add to your Claude Code skills
git clone https://github.com/quant-sentiment-ai/claude-equity-research
README.md

Claude Equity Research

Built with Claude Code License: MIT Claude Code Required Status: Active

🤖 Built entirely with Claude Code - demonstrating AI-native development workflows for professional-grade financial tools.

Professional equity research and trading analysis powered by Claude AI, delivering institutional-grade investment insights with Goldman Sachs-style formatting and comprehensive risk assessment.

What It Does

  • Institutional-Grade Analysis: Generates professional equity research reports matching Wall Street standards
  • AI-Powered Intelligence: Leverages Claude AI for comprehensive fundamental and technical analysis
  • Real-Time Data Integration: Pulls live market data, earnings reports, and analyst coverage
  • Risk-Adjusted Recommendations: Provides buy/sell/hold ratings with specific price targets and position sizing
  • Advanced Market Intelligence: Includes options flow analysis, insider trading activity, and sector positioning

Key Features

Core Analysis Framework

  • Executive Summary: Investment thesis with price target and 12-month timeframe
  • Fundamental Analysis: Revenue growth, margins, peer comparisons, and forward estimates
  • Catalyst Analysis: Near-term and medium-term market drivers with specific dates
  • Valuation Models: Bull/base/bear scenarios with probability weighting
  • Risk Assessment: Company-specific and macro risks with position sizing guidance (1-5%)
  • Technical Context: Support/resistance levels, momentum indicators, and volume analysis

Enhanced Intelligence Features

  • Options Flow Analysis: Unusual activity, put/call ratios, implied volatility trends
  • Insider Activity Monitoring: Executive buying/selling patterns with dollar amounts
  • Sector Positioning: Rotation trends and relative strength vs market indices
  • ESG & Governance: Sustainability scores and regulatory compliance assessment

Professional Standards

  • Institutional Terminology: EBITDA, P/E ratios, EV/Sales, conviction levels
  • Probability Weighting: Bull/base/bear scenarios with percentage allocations
  • Legal Protection: Comprehensive disclaimers for educational use
  • Data Sourcing: Real-time web search with analyst firm citations

Installation & Setup

Prerequisites

  • Claude Code CLI (version 2.0.11 or higher)
  • Claude paid subscription (Pro, Team, or Enterprise)
  • Internet connection for real-time data retrieval

Installation via Claude Code Plugin (Recommended)

Quick Install - Interactive Menu:

# Step 1: Add the marketplace
/plugin marketplace add quant-sentiment-ai/claude-equity-research

# Step 2: Open the plugin menu
/plug...