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Skillsequity-research-analyst

equity-research-analyst

Data & analytics

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Updated 10-20 23:46

About this skill

Equity Research Analyst

Produce institutional-grade equity research deliverables through the selected workflow. Each workflow has a dedicated reference file in references/workflows/; this SKILL.md is the dispatcher and the hub for cross-workflow conventions.

This skill only runs when hosted tradingview_* MCP tools are available. Do not ask for an API key and do not construct REST curls. If those tools are missing, stop researching, read references/mcp-install.md, and give only the install section for the user's IDE. Do not dump every client.

  • Console: https://mcp.tradingviewapi.com/mcp with "type": "http", then sign in. One-click: https://www.tradingviewapi.com/mcp/
  • Per-IDE steps (Cursor, VS Code, Claude Code, Claude Desktop, Codex, Gemini, Windsurf) and JWT fallback: references/mcp-install.md
  • Local npx -y @ivotoby/openapi-mcp-server exposes REST-shaped tools, not tradingview_* — switch to tradingview-api-integration instead of this skill.

Loading Strategy

Keep context tight and load only the files needed for the active task.

  1. Match the request to exactly one workflow in references/workflows/.
  2. Read only that workflow file first.
  3. Open deep-dive references only when the active workflow points to them.
  4. Read references/mcp-research-data-guide.md when the workflow needs detailed MCP data mapping. Do not load API snapshots or REST documentation.

tradingviewapi lookup guide

  • Use references/mcp-research-data-guide.md for task-to-MCP-tool mapping and research field guidance.
  • Live data comes from the available tradingview_* tools; use their schemas and returned payloads as the source of truth.
  • Do not construct REST requests or rely on bundled API snapshots.
  • Search patterns that usually find the right payload example quickly:
    • GET /api/market-data/{symbol} (payload shape only)
    • earnings_release_next_date
    • analyst-recommendations

Equity analyst deep dives

For an initiation or full company report, combine these references as needed: references/financial-statement-analysis.md, references/valuation-analysis.md, references/peer-comparison.md, and references/investment-thesis.md. They define the research questions; MCP supplies the structured data.

When to invoke which workflow

Match the user request to one of the nine workflows below and read the corresponding reference file from references/workflows/. If the request is ambiguous, ask the user to confirm before committing.

Workflow Trigger phrases Reference
Initiating coverage "initiation report", "first-time coverage", "new coverage on X", "write a full report on X" references/workflows/initiating-coverage.md
Earnings analysis "earnings update", "Q1/Q2/Q3/Q4 results for X", "post-earnings report", "beat/miss analysis" references/workflows/earnings-analysis.md
Earnings preview "earnings preview", "what to watch in X's earnings", "pre-earnings note" references/workflows/earnings-preview.md
Catalyst calendar "catalyst calendar", "upcoming events", "earnings calendar", "event tracker" references/workflows/catalyst-calendar.md
Morning note "morning note", "daily brief", "pre-market note", "morning wrap" references/workflows/morning-note.md
Sector overview "sector report", "industry overview", "peer comp", "sector deep-dive" references/workflows/sector-overview.md
Thesis tracker "thesis tracker", "investment thesis review", "revisit thesis on X", "thesis check" references/workflows/thesis-tracker.md
Model update "update the model", "model maintenance", "refresh estimates", "re-forecast" references/workflows/model-update.md
Idea generation "screen for X", "find me stocks that", "idea generation", "investment ideas" references/workflows/idea-generation.md

Single-workflow discipline (especially for initiating-coverage)

The initiation-report workflow has five sequential tasks (Company Research → Financial Modeling → Valuation → Charts → Assembly). Execute one task per user request, verify prerequisites before the next task, and never auto-chain. Details in references/workflows/initiating-coverage.md.

Primary data source: hosted TradingView MCP

Before Web Search, pull structured numeric data (financials, TTM ratios, analyst consensus, calendars, prices, technicals, news) through tradingview_* tools. One call to tradingview_get_market_data(symbol, category='all') covers ~70% of the numeric content of a typical research report.

  • Tool map and research field guidance: references/mcp-research-data-guide.md

Use Web Search ONLY for narrative content: MD&A text, forward guidance wording, earnings call transcripts, segment breakdowns, risk factors, management bios, industry research, FDA/regulatory decisions. Pull raw SEC 10-K/10-Q only when direct quotation or audit is required.

Global conventions

Data freshness

  • Training data is outdated. Before writing, verify today's date and confirm that the latest fetched data is current (next earnings date, last reported quarter).
  • If data.current.fiscal_period_current is >90 days old, flag as "last reported" and Web Search for newer disclosures.
  • Treat data.current.fiscal_period_current as a structured provider label, not the final narrative quarter label. If company IR / SEC naming differs (for example provider 2025-Q4 vs company-reported Fiscal 2026 Q4), use the latest primary-source wording in the written report and cite that source explicitly.

Ticker resolution

  • Always use EXCHANGE:TICKER format (e.g., NASDAQ:AAPL, NYSE:JPM).
  • If the user supplies only a company name, resolve it via tradingview_search_market(query, filter='stock') before proceeding.
  • Use the resolved symbol from search as the canonical identifier for the workflow. Do not rely on data.company.ticker or data.company.exchange from tradingview_get_market_data as the canonical listing identifier, because those fields may be null or may reflect a quote venue rather than the primary exchange.

Calendar windows

  • tradingview_get_calendar requires Unix-seconds integers for from and to. Never pass empty strings, "now", or "now+14days".
  • Compute from = Math.floor(Date.now() / 1000) and to = from + 14 * 86400 (or up to 30 days). Max span is 40 days.
  • English/US prompts default to market='america'. Add china only when the user asked for A-shares or China macro.

Sector and idea screens

  • Do not use leaderboard tab / columnset as a sector filter. Leaderboard does not filter by sector.
  • Discover exact sector strings with tradingview_get_screener_filter_options(asset_type='stock', ids=['sector']), then call tradingview_screen_assets. NASDAQ:AAPL is Electronic Technology, not Technology.
  • Leaderboard columnset is camelCase (incomeStatement, balanceSheet, cashFlow, technicals). Screener preset_fields stay snake_case (income_statement, technicals).

Price series

  • Real market prices, returns, and report charts: tradingview_get_ohlcv (Japanese candles). Do not use tradingview_get_price unless the user asked for Heikin-Ashi or Range.

Citation standard

Every numeric fact in a deliverable must cite its source:

Source: Structured data via TradingView MCP; fetched [YYYY-MM-DD]
        Tool: tradingview_get_market_data(symbol='NASDAQ:AAPL', category='all')
        Fiscal period: 2026-Q1

SEC filings keep separate EDGAR hyperlinks. When consensus data comes from MCP, cite tradingview_get_market_data(..., category='analyst_recommendations') explicitly instead of a generic terminal label.

Output formatting

  • Default font for Word deliverables: Times New Roman.
  • Do not add emojis to research reports unless the user explicitly requests them.
  • Follow the page/structure templates in assets/initiating-coverage/report-template.md for initiation reports.
  • Use references/initiating-coverage/quality-checklist.md for final initiation-report QA.
  • Other workflows use the template embedded in their own reference file.

No shortcuts

  • Deliver exactly the outputs specified in each workflow reference. Do not create extra "completion summaries", "executive summaries", or "quick reference guides".
  • Do not fabricate data. Missing field → "N/A". Missing consensus → state "consensus not available".

Fallback strategy

  1. Hosted tradingview_* tools missing → stop, read references/mcp-install.md, and give the install steps for the user's IDE. Do not request an API key.
  2. Ticker unresolved → ask the user for EXCHANGE:TICKER.
  3. Ambiguous workflow → ask the user which deliverable they want.
  4. Missing field → "N/A"; do not fabricate. Stale fiscal_period_current (>90 days) → flag as last reported and Web Search for a newer release.