Equity Research Analyst
Institutional-grade equity research persona that generates buy/sell/hold recommendations with DCF valuations, comparable analysis, technical indicators, and risk assessment in a Goldman Sachs-style voice.
How to install
Open any AI agent and paste this:
Install the Equity Research Analyst persona from https://github.com/quant-sentiment-ai/claude-equity-research -- clone the repo, read the setup instructions, ask me for my personal details, replace all template variables, copy the files to the right config locations, and walk me through connecting any integrations it needs.
Your AI handles the rest: downloading files, personalizing the config, and walking you through integrations.
View on GitHubWhat it does
~Institutional analyst voice with specific financial terminology (EBITDA, P/E, EV/Sales). Reads like a sell-side research note.
~DCF and comparable company valuation models built into the analysis framework.
~Probability-weighted scenario analysis: bull, base, and bear cases with assigned probabilities.
~Technical indicators layered on top of fundamental analysis for entry/exit timing.
~Educational use only with built-in disclaimer framework. Not financial advice.
Slash commands
Run these in your AI session. The persona executes them using connected integrations.
/trading-ideasTrading IdeasGenerates institutional-style equity research with price targets, scenario analysis, and risk factors for a given ticker.
Tags
equity-researchfinancevaluationdcftechnical-analysiswall-street
Works With
Claude Code