initiating-coverage
Build company coverage one research task at a time.
What it does
Produces first-time company equity research through separate research, financial modeling, valuation, charting, and report assembly tasks.
When to use it
Use for first-time comprehensive coverage of a company.
How to use it
Give it a company and one task, supplying previous task files when required; it returns that task's research document, financial model, valuation analysis, chart archive, or final report.
What you provide
- a company name or ticker
- a task number
- Your files
What you need · 2
Task 5 requires the DOCX skill to create and manipulate the final Word document; Python libraries are explicitly excluded.
Task 5 requires the XLSX skill to read the financial and valuation workbook data; Python libraries are explicitly excluded.
Access · 1
This skill
external market data sources
Reads historical market data