initiating-coverage
Skill1 starsChanged 2 months agoLicence not identifiedView on GitHub
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
6 other projects use a version of this.
Adopted by
Steady: 0 new projects took it in the last 4 weeks, none the 4 weeks before.thin data
Most recently taken up by
- vijaysuperpositionist/skillsword for word, first seen Nov 1, 2026
- The-Utopia-Studio/skillsword for word, first seen Oct 13, 2026
- openai/pluginstheir own version, first seen Oct 13, 2026
- edu6565/claude-skillsword for word, first seen Oct 11, 2026
- anthropics/financial-services-pluginsword for word, first seen Oct 8, 2026
- anthropics/financial-servicesword for word, first seen Jul 22, 2026
Used with
Projects with it also use funding-digest, fixed-income-portfolio and 7 more.
Other files people use alongside this one.
Files found in the same public projects as a version of this one, more often than they turn up anywhere else. Each project counts once, large collections count for less, and this file's own repository is left out.
AnthropicSkillfunding-digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links.
Also in 5 projects that use this
- AnthropicSkill
fixed-income-portfolio
Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.
Also in 4 projects that use this
- +7 more from anthropics
Other versions6 projects use a version of this.
Word for word · 5
- anthropics/financial-services★ 41k100% same
- anthropics/financial-services-plugins★ 41k100% same
- The-Utopia-Studio/skills★ 6100% same
- edu6565/claude-skills★ 0100% same
- vijaysuperpositionist/skills★ 0100% same
Edited · 0
None found.
Wrote their own version · 1
- openai/plugins★ 7.8ksame name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository6 other files it gives its agents.
- 3-statement-modelSkill
- audit-xlsSkill
- comps-analysisSkill
- dcf-modelSkill
- earnings-analysisSkill
- xlsx-authorSkill
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26 rules. About 0 are common, 25 are distinctive, and 1 is very specific to this project.
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≈25
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