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).
Install
npx skills add anthropics/financial-services --skill initiating-coveragenpx skills add anthropics/financial-services --skill initiating-coverage -a claude-code -gnpx skills add anthropics/financial-services --skill initiating-coverage -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/vertical-plugins/equity-research/skills/initiating-coveragegh skill install anthropics/financial-services initiating-coveragegit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/equity-research/skills/initiating-coverage ~/.claude/skills/initiating-coverage # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/equity-research/skills/initiating-coverage ~/.agents/skills/initiating-coverage # Codex, Cursor, Gemini CLI, Copilot, OpenCode