qihangzhang-272 Public Equity Coverage Writer
Assemble the final initiating-coverage report without redoing upstream analysis.
Core Rule
The workflow orchestrator owns end-to-end sequencing. The full migrated source references retain their original single-task workflow for fidelity, but those dispatch instructions are subordinate when this skill is called from a chain.
How To Apply
- Verify the fact pack, competitive analysis, audited model handoff, valuation and price target, thesis and catalysts, risks, and chart manifest.
- Read
references/initiating-coverage.mdfor the full coverage specification andreferences/task5-report-assembly.mdfor the complete assembly workflow. - Preserve facts, estimates, judgments, assumptions, and unknowns as separate categories.
- Reconcile the rating, price target, forecast periods, valuation date, units, chart values, and cited source values before delivery.
- Write the report into the user's current project run folder. Do not write runtime artifacts into this repository.
Required Output
Coverage object:
Rating:
Price target / valuation date:
Model handoff used:
Investment thesis:
Estimate summary:
Valuation:
Catalysts:
Risks:
Charts included:
Source and number gaps:
Report path:
Do Not Use
- The user wants an investment-committee decision memo rather than public-equity coverage.
- The user only wants a model, chart pack, tear sheet, pitch deck, CIM, or teaser.
- Required upstream handoffs are missing; return the missing-input list instead of filling gaps.
References
references/initiating-coverage.md— complete migrated initiating-coverage specification and original workflow rules.references/task5-report-assembly.md— complete migrated final report assembly workflow.
完成标准
- 完成 Required Output 中全部适用交付物与 Quality checks，数字、口径、单位、来源、时期和叙事相互一致。
- 产物必须可由目标读者直接使用；缺失输入保持可见，不得补造财务数字、交易事实或客户结论。
- 在 Mode 内调用与独立调用执行同一质量门槛，失败项由本 Skill 原地返工。