initiating-coverage
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.
Best for Equity research analystsWorks with GitHubLow risk
⌘source
- author
@anthropics- language
- Python
★11kstars
1.5kforks
May 6, 2026
✦overview.md
Key Features
- ·5-task sequential workflow
- ·Institutional-quality reports
- ·Dependency checks between tasks
- ·Single-task execution mode
- ·Times New Roman default font
Use Cases
- →Creating an initiation report for a new company coverage
- →Building financial models for a researched company
- →Generating valuation analysis for investment decisions
- →Producing final DOCX report from completed tasks
Best for
- ✓Equity research analysts
- ✓Investment banking teams
- ✓Financial report creation
Not ideal for
- !Rapid one-shot report generation
- !Projects without prerequisite data
FAQs
name
initiating-coverage
description
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.
Initiating Coverage
Create institutional-quality equity research initiation reports through a structured 5-task workflow. Each task must be executed separately with verified inputs.
Overview
This skill produces comprehensive first-time coverage reports following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). Tasks are executed individually, each verifying prerequisites before proceeding.
Default Font: Times New Roman throughout all documents (unless user specifies otherwise).
⚠️ CRITICAL: One Task at a Time
THIS SKILL OPERATES IN SINGLE-TASK MODE ONLY.
If User Requests Full Pipeline
When user requests:
- "Create a coverage initiation report for [Company]"
- "Write an initiation report for [Company]"
- "Do the entire equity research process for [Company]"
- "Complete all 5 tasks for [Company]"
- Any request that implies running multiple tasks or the entire workflow
REQUIRED RESPONSE:
- Ask which specific task to perform:
I can help you create an equity research initiation report for [Company]. This involves 5 separate tasks that need to be completed individually:
$install
1-click copynpx skills add anthropics/financial-services --skill initiating-coverageSafety assessment
★
Clarity score
How clear and easy to understand the SKILL.md instructions are, rated from 1 to 5.
4/ 5
very goodClear and well structured, with only minor parts that might need a second read.
◎
Actionability score
How directly an agent can act on the SKILL.md instructions, rated from 1 to 5.
4/ 5
highMostly actionable with clear steps; only a few small gaps remain.