Claude Equity Research
AI skill for fundamental equity research — financial modeling, valuation, and earnings analysis.
Claude Equity Research is a skill that gives Claude Code deep knowledge of fundamental equity analysis. Developed by Quant Sentiment AI, it teaches your agent how to build financial models, run valuations, and analyze earnings reports using established institutional research frameworks.
The skill covers the core disciplines of equity research. For financial modeling, it understands income statement, balance sheet, and cash flow projections. It can construct DCF models with explicit assumption sets, run comparable company analyses using appropriate peer groups and multiples, and break down earnings results against consensus estimates. The frameworks follow standard sell-side research conventions, making the output familiar to anyone with a finance background.
In practice, you pair this skill with a data source — a market data MCP or financial API — and use your agent as a research assistant. Ask it to build a three-statement model for a ticker, evaluate whether a stock is fairly valued relative to peers, or summarize the key takeaways from a quarterly earnings call. The skill provides the analytical structure; you provide the judgment on which assumptions to use and which conclusions to act on.