Individual skill

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.

plugins/vertical-plugins/equity-research/skills/initiating-coverage/SKILL.md

Read pinned source

Source commit 60565064557ca77b12f62aa7877f365d111c129d

What was checked

Matches the observed repository HEAD: Yes
Scanner rules are current: Yes
Repository scan complete: No
Skill scan complete: Yes
Observed behavior: Network or broad shell
Last checked: Nov 3, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings): 41,122
Repository last updated: Oct 28, 2026
License: Apache-2.0

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

finance Derived category
operations Derived category
docs Derived category
research Derived category

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files

SKILL.mdcore · 29,772 bytes
assets/quality-checklist.mddoc · 9,664 bytes
assets/report-template.mddoc · 29,164 bytes
references/task1-company-research.mddoc · 12,068 bytes
references/task2-financial-modeling.mddoc · 27,815 bytes
references/task3-valuation.mddoc · 22,708 bytes
references/task4-chart-generation.mddoc · 32,906 bytes
references/task5-report-assembly.mddoc · 52,035 bytes
references/valuation-methodologies.mddoc · 14,111 bytes

Read excerpt


# 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).

---

## ⚠<U+FE0F> CRITICAL: One Task at a Time