Equity Research Analyst

Equity Research Analyst

Produce institutional-grade equity research deliverables covering nine distinct workflows. Each workflow has its own dedicated reference file in references/workflows/; this SKILL.md is the dispatcher and the hub for cross-workflow conventions.

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/tradingviewapi.md before opening anything in references/tradingviewapi-docs/.
5. Treat references/tradingviewapi-docs/ as a lookup bundle: search by endpoint name or JSON field, then open the smallest relevant file instead of loading an entire large example file.

tradingviewapi lookup guide

• Start with references/tradingviewapi.md for task-to-endpoint mapping.
• Use references/tradingviewapi-docs/README.md for file selection inside the bundled API docs.
• Use references/tradingviewapi-docs/openapi.json as the source of truth for exact parameters, defaults, and allowed enum values.
• Use references/tradingviewapi-docs/examples/ mainly for concrete URL patterns and response shapes, not for deciding which asset-class parameter should be used.
• If an example and the OpenAPI spec disagree, trust openapi.json for parameters and trust executed examples only for payload shape after the request has been validated against the spec.
• Search patterns that usually find the right example quickly:
  • GET /api/market-data/{symbol}
  • GET /api/calendar/earnings
  • GET /api/search/market/{query}
  • earnings_release_next_date
  • analyst-recommendations

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.

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: tradingviewapi

Before Web Search, pull structured numeric data (financials, TTM ratios, analyst consensus, calendars, prices, technicals, news) from the bundled tradingviewapi (TradingView proxy). One call to /api/market-data/{symbol} covers ~70% of the numeric content of a typical research report.

• Full endpoint map, curl examples, and JSON-path-to-report-field mapping: references/tradingviewapi.md
• OpenAPI spec and example responses: references/tradingviewapi-docs/

Authentication: users must provide their own RAPIDAPI_KEY env var (RapidAPI hosted).

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 /api/search/market/{query}?filter=stock before proceeding.
• Use the resolved symbol from /api/search/market/{query} as the canonical identifier for the workflow. Do not rely on data.company.ticker or data.company.exchange from /api/market-data/{symbol} as the canonical listing identifier, because those fields may be null or may reflect a quote venue rather than the primary exchange.

Citation standard

Every numeric fact in a deliverable must cite its source:

Source: Structured data via tradingviewapi (TradingView); fetched [YYYY-MM-DD]
        Endpoint: /api/market-data/NASDAQ:AAPL
        Fiscal period: 2026-Q1

SEC filings keep separate EDGAR hyperlinks. When consensus data comes from the API, cite the analyst-recommendations endpoint 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. tradingviewapi unavailable → fall back to Web Search + SEC EDGAR per the workflow reference.
2. Ticker unresolved → ask the user for EXCHANGE:TICKER.
3. Ambiguous workflow → ask the user which deliverable they want.

Directory layout

equity-research-analyst/
├── SKILL.md                              # This file
├── references/
│   ├── tradingviewapi.md                   # Endpoint map + report-field mapping
│   ├── tradingviewapi-docs/                # Bundled API spec + examples (snapshot)
│   │   ├── README.md
│   │   ├── openapi.json
│   │   └── examples/ (12 .md files)
│   ├── workflows/                        # One dispatch target per workflow
│   │   ├── initiating-coverage.md
│   │   ├── earnings-analysis.md
│   │   ├── earnings-preview.md
│   │   ├── catalyst-calendar.md
│   │   ├── morning-note.md
│   │   ├── sector-overview.md
│   │   ├── thesis-tracker.md
│   │   ├── model-update.md
│   │   └── idea-generation.md
│   ├── earnings-analysis/                # Deep-dive references for earnings workflow
│   │   ├── workflow.md
│   │   ├── report-structure.md
│   │   └── best-practices.md
│   └── initiating-coverage/              # Deep-dive references for initiation tasks 1-5
│       ├── task1-company-research.md
│       ├── task2-financial-modeling.md
│       ├── task3-valuation.md
│       ├── task4-chart-generation.md
│       ├── task5-report-assembly.md
│       ├── quality-checklist.md
│       └── valuation-methodologies.md
├── assets/
│   └── initiating-coverage/              # Templates used in output
│       └── report-template.md