The Equity Research Stack

Claude skills for equity research analysts cover the full coverage lifecycle — from early idea screening through initiation, earnings cycles, model updates, and daily market commentary. This stack was built for analysts who want structured, repeatable output at each stage rather than rewriting the same research formats from scratch.

What these skills do

Equity Research Idea Generation

Screen and develop new investment ideas — sector screening, company discovery, early thesis framing, and the filtering logic that separates ideas worth pursuing from background noise. Covers both quantitative screening and qualitative angle development.

Equity Research Sector Overview

Write sector overviews that orient readers on market structure, competitive dynamics, key drivers, and the thematic trends shaping the industry. Useful for framing a new coverage area or updating an existing one after structural change.

Equity Research Initiating Coverage

Produce initiation reports with the structure institutional investors expect — company overview, investment thesis, financial model summary, risks, and price target methodology. Covers both the research logic and the written format.

Equity Research Earnings Preview & Earnings Analysis

Prepare for earnings events with consensus comparison, key question identification, and the model sensitivity analysis that shows what numbers actually matter. Post-earnings analysis covers results interpretation, guidance assessment, and thesis impact.

Equity Research Model Update

Update financial models after earnings, guidance changes, or macro shifts — revision rationale, key assumption changes, and the model commentary that explains what changed and why it matters for the investment thesis.

Equity Research Thesis Tracker

Maintain and update investment theses over time — tracking which thesis pillars are playing out, which are at risk, and the trigger conditions that would change the rating.

Equity Research Morning Note

Write daily market commentary — overnight news, earnings reactions, sector moves, and the concise framing that helps portfolio managers start the day informed on the names you cover.

Equity Research Catalyst Calendar

Build and maintain a catalyst calendar — earnings dates, product launches, regulatory decisions, conferences, and the event sequencing that structures your coverage calendar and client communication.

LSEG Equity Research Analysis

Produce research in the format and style expected for LSEG-distributed equity research, covering the specific structural and disclosure requirements of that distribution channel.

Who this is for

• Buy-side and sell-side equity research analysts managing a coverage list
• Portfolio managers who run their own fundamental research process
• Investors who want structured, repeatable research workflows across their coverage universe

For more on this audience, see the related Private Equity Deal Stack for PE-specific investment workflows, or the Investment Banking Stack for transaction-focused financial work.