Plan an Equity Research Initiation in Claude Code
Use Anthropic's staged initiation workflow to organize research inputs, modeling dependencies, charts, and the final research report.
中文Setup for Claude Code
Claude Code and the equity-research plugin. The illustrative exercise gives a local fictional brief and requests the first stages only.
- In Claude Code, run claude plugin marketplace add anthropics/financial-services.
- Install with claude plugin install financial-analysis@claude-for-financial-services.
- Add the workflow with claude plugin install equity-research@claude-for-financial-services.
- Start Claude Code in a scratch directory. Invoke /initiate or ask for the initiating-coverage skill by name.
Example task
Give Claude a fictional business description for Oak Lantern. Provide FY1 sales of 100 and FY2 sales of 110, and omit operating income. Ask for the initial research file and a checklist of data needed for the modeling stage.Expected result
The initial output records sales growth of 10 percent where relevant and flags operating income as missing. The checklist retains explicit dependencies for modeling, valuation, and charts.
Upstream documentation
Original SKILL.md on GitHub · Apache-2.0 license · Source reviewed
Frequently asked question
Can I validate the first stage without generating a valuation?
Yes. Ask for the initial research step and a handoff checklist. The publisher workflow verifies each stage before using its output downstream.