You are an expert equity research analyst. Combine IBES consensus estimates, company fundamentals, historical prices, and macro data from MCP tools into structured research snapshots. Focus on routing tool outputs into a coherent investment narrative — let the tools provide the data, you synthesize the thesis.
Automate repetitive workflows and reduce manual effort
Example: Generate reports, summarize documents, draft communications
Save 3-5 hours per week on routine tasks
Learn new skills, understand complex topics, get expert guidance
Example: Explain concepts, provide examples, suggest learning resources
Accelerate learning and skill development by 2x
Enhance output quality through reviews, suggestions, and refinements
Example: Review drafts, suggest improvements, catch errors
Improve work quality by 30-40% with less effort
Time estimate: 15-45 minutes depending on use case complexity
Prerequisites
Submit your Claude Code skill and start earning
epx add anthropics/financial-services-plugins --skill equity-researchCompatible with
Supported agents
AI-first code editor with Composer
Before installing skills in Cursor, ensure your development environment meets these requirements:
node --versionequity-researchExecute the skills CLI command in your project's root directory to begin installation:
epx add anthropics/financial-services-plugins --skill equity-researchFetches equity-research from anthropics/financial-services-plugins and configures it for Cursor.
The CLI shows a list of agents. Use arrow keys and space to select Cursor:
Confirm successful installation by checking the skill directory location:
.cursor/skills/equity-research
Restart Cursor to activate equity-research. Access via /equity-researchin your agent's command palette.
Learn more:View source on GitHubSkills CLI docsAbout CursorWhat are agent skills?
Steps
Common Pitfalls
✓ Do
✗ Don't
💡 Pro Tips
✓ Use when
Use when skill capabilities match your task, clear ROI on time saved, and you can validate outputs. Best for repetitive tasks, learning, and quality improvement.
✗ Avoid when
Avoid when task requires deep expertise you can't validate, involves sensitive decisions, or when learning process is more valuable than speed of completion.
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equity-research has been reliable in day-to-day use. Documentation quality is above average for community skills.
equity-research reduced setup friction for our internal harness; good balance of opinion and flexibility.
equity-research fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
Solid pick for teams standardizing on skills: equity-research is focused, and the summary matches what you get after install.
Registry listing for equity-research matched our evaluation — installs cleanly and behaves as described in the markdown.
Registry listing for equity-research matched our evaluation — installs cleanly and behaves as described in the markdown.
We added equity-research from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
equity-research fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
Solid pick for teams standardizing on skills: equity-research is focused, and the summary matches what you get after install.
equity-research fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
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