# Equity Research Skill

> Has your agent write a deep, sourced research report on a listed stock, with reverse DCF, earnings-quality checks and an auditable verdict.

A community Agent Skill by rollingSirius that has your agent research a single stock the way an institutional analyst would. Instead of a quick company profile, it produces a nine-chapter report where every key number has a source and a timestamp, valuations come from a script you can rerun, and the verdict follows pre-set rules. It covers US, Hong Kong and China A-share markets.

What you can do with it
- Research a company from scratch: business, competition and moat, governance, financials, valuation, catalysts and an investment verdict
- Review a quarter or a year right after it's reported, with or without an earlier report to build on
- Find out what the current price already assumes, using a reverse DCF and the present value of growth
- Grade earnings quality from A to D with accrual checks, the Beneish M-Score and revenue-recognition red flags
- Value a company at least three ways, including scenario-weighted DCF, EPV, residual income and sum-of-the-parts, with an optional Monte Carlo range
- Apply one of 20 industry appendices, such as SaaS, semiconductors, banks, insurance or pharma, that change the KPIs and the model

How it works
- Ask in plain words, such as "Research NVDA for me". It runs a six-step workflow before writing anything, so a full report takes minutes.
- Valuations run through its dcf.py script, and a checker script reviews the report's numbers and required KPIs.
- Data comes from filings and company documents first, then exchange data and professional sources your agent can reach, with any gaps written as "not obtained" rather than guessed.
- The report comes as a PDF by default, or as Markdown, Word or an Excel valuation workbook if you ask.

Good to know
- It's built for deep work, not one-line price questions or trading signals.
- An earnings-credibility grade of C or D rules out a buy call, however cheap the stock looks.
- It treats fetched web content as data and ignores instructions inside it.
- Research for study and decision support, not personal financial advice.

- Type: Skill
- Made by: rollingSirius
- Category: Finance
- Formats: Skills
- Version: 41aca8d
- Source: https://github.com/rollingsirius/equity-research-skill
- Page: https://pluginboard.ai/skills/equity-research

## Works with

- ChatGPT
- Claude
- Gemini
- GitHub Copilot
- Cursor
- Claude Code
- Codex
- Antigravity
- Gemini CLI
- Replit
- OpenClaw
- OpenCode
- Hermes Agent

## Install

### ChatGPT

In ChatGPT: Download the equity-research folder and zip it, then Plugins → Skills → Create → Upload from your computer. Business and Enterprise plans.

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### Claude

In Claude (web or desktop): Download the equity-research folder and zip the folder itself, then upload it in Customize → Skills.

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### Gemini

In Gemini: Download the equity-research folder, then at gemini.google.com click Customize → Skills → Create → Upload and pick the folder (or a .zip of it).

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### GitHub Copilot

Run in your terminal:

```shell
npx -y degit rollingSirius/equity-research-skill ~/.copilot/skills/equity-research
```

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### Cursor

Run in your terminal:

```shell
npx -y degit rollingSirius/equity-research-skill ~/.cursor/skills/equity-research
```

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### Claude Code

Run in your terminal:

```shell
npx -y degit rollingSirius/equity-research-skill ~/.claude/skills/equity-research
```

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### Codex

Run in your terminal:

```shell
npx -y degit rollingSirius/equity-research-skill ~/.agents/skills/equity-research
```

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### Antigravity

In Antigravity: Copy the equity-research folder into ~/.gemini/config/skills (Antigravity app and IDE) or ~/.gemini/antigravity-cli/skills (Antigravity CLI).

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### Gemini CLI

Run in your terminal:

```shell
npx -y degit rollingSirius/equity-research-skill ~/.gemini/skills/equity-research
```

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### Replit

Run in your terminal:

```shell
npx -y degit rollingSirius/equity-research-skill .agents/skills/equity-research
```

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### OpenClaw

Run in your terminal:

```shell
npx -y degit rollingSirius/equity-research-skill ~/.openclaw/skills/equity-research
```

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### OpenCode

Run in your terminal:

```shell
npx -y degit rollingSirius/equity-research-skill ~/.config/opencode/skills/equity-research
```

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

### Hermes Agent

Run in your terminal:

```shell
npx -y degit rollingSirius/equity-research-skill ~/.hermes/skills/equity-research
```

View the folder on GitHub: https://github.com/rollingSirius/equity-research-skill

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From Pluginboard (https://pluginboard.ai).
