Equity Research & Investment

AI skills for investment memos, earnings call analysis, investment theses, financial ratio analysis, and equity screening — for portfolio managers and analysts.

25 skills

Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.

FreeFinatune OriginalProprietary

Analyzing Financial Ratios

Compute and interpret liquidity, profitability, leverage, and efficiency ratios with peer benchmarking.

Author: Finatune

ClaudeChatGPTGemini

FreeFinatune OriginalProprietary

Drafting Investment Memos

Write structured investment memoranda with deal thesis, financial analysis, and risk assessment.

Author: Finatune

ClaudeChatGPTGemini

FreeFinatune OriginalProprietary

Modeling Revenue Forecasts

Build bottom-up revenue models by segment with growth driver assumptions and scenario analysis.

Author: Finatune

ClaudeChatGPTGemini

FreeFinatune OriginalProprietary

Screening Equity Opportunities

Apply quantitative and qualitative screens to filter equity universes into actionable watchlists.

Author: Finatune

ClaudeChatGPTGemini

FreeFinatune OriginalProprietary

Summarizing Earnings Calls

Transform earnings call transcripts into structured summaries with guidance and sentiment analysis.

Author: Finatune

ClaudeChatGPTGemini

FreeFinatune OriginalProprietary

Writing Investment Theses

Formulate structured bull and bear investment theses with variant perception and risk factors.

Author: Finatune

ClaudeChatGPTGemini

Asset Allocation Analysis

Analyze optimal asset allocation using mean-variance optimization with strategic and tactical approaches.

Author: Joel Lewis

ClaudeChatGPTGemini

Competitive Analysis

Map competitive landscapes with market positioning, strategic differentiation, and competitor analysis.

Author: Anthropic

ClaudeClaude Code

Comparable Company Analysis

Build comparable company trading multiples tables with EV/EBITDA, P/E, and EV/Revenue peer group analysis.

Author: Anthropic

ClaudeClaude Code

Earnings Analysis

Generate post-earnings quarterly update reports comparing actuals vs consensus with management guidance.

Author: Anthropic

ClaudeClaude Code

Earnings Preview

Prepare pre-earnings scenario analysis with key metrics to watch and upside/downside estimates.

Author: Anthropic

ClaudeClaude Code

Sector Overview

Write industry landscape and thematic reports covering sector trends, competitive dynamics, and key players.

Author: Anthropic

ClaudeClaude Code

Analyst Estimates

Retrieve analyst Revenue and EPS consensus estimates with revision trends and dispersion analysis.

Author: OctagonAI

ClaudeClaude CodeCursor

Earnings Call Insights

Extract future guidance and strategic priorities from earnings call transcripts using Octagon MCP.

Author: OctagonAI

ClaudeClaude CodeCursor

Equity Research Note

Write institutional-quality equity research notes covering thesis, valuation, catalysts, and ratings.

ClaudeClaude CodeChatGPT

PE Due Diligence

Structure private equity due diligence with financial analysis, quality of earnings, and risk assessment.

ClaudeClaude CodeChatGPT

SEC 10-K Analysis

Analyze SEC 10-K annual filings to extract financial metrics, risk factors, and business insights using Octagon MCP.

Author: OctagonAI

ClaudeClaude CodeCursor

Earnings Recap

Generate structured quarterly earnings recaps with key metrics vs consensus and guidance extraction.

Author: himself65 / Funda AI

ClaudeChatGPTGemini

Price Target Consensus

Get consensus analyst price targets with revision tracking and implied upside calculation using Octagon MCP.

Author: OctagonAI

ClaudeClaude CodeCursor

SEC Risk Factors Analysis

Extract and categorize risk factors from 10-K and 10-Q filings using Octagon MCP. Compare year-over-year changes.

Author: OctagonAI

ClaudeClaude CodeCursor

Analyst Stock Grades

Retrieve latest analyst ratings, upgrades, and downgrades from financial institutions using Octagon MCP.

Author: OctagonAI

ClaudeClaude CodeCursor

Capital Markets Analysis

Analyze equity and debt capital markets conditions for advisory teams.

ClaudeClaude CodeChatGPT

Deal Screening

Run pass/fail screens on inbound deal opportunities for PE teams.

Author: Anthropic

ClaudeClaude Code

Investment Idea Generation

Screen stocks and generate investment ideas with quantitative filters.

Author: Anthropic

ClaudeClaude Code

Portfolio Construction

Build diversified portfolios using modern portfolio theory and efficient frontier optimization.

Author: Joel Lewis

ClaudeChatGPTGemini