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Coverage initiation in five tasks v1.0.0
Use this resource to produce an initiation of coverage report in five sequential, checked tasks
New
- 592 downloads
- 241 likes
- 212 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install equity-initiation-report-pipelineWith no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.
First time: connect the CLI with
npx --yes palatekit@latest loginThe agent runs each task separately, checks its prerequisites, then builds the company research, financial model, valuation, charts and report. You get the deliverables of each step: notes, an Excel model, charts and a Word report.
Mostly picked by
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- Apache-2.0
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What you get
- SKILL.md: five-task sequence and execution rules
- references/valuation-methodologies.md: valuation methods
- assets/quality-checklist.md: quality checklist
Good fit for
- Launching coverage of a new stock with a full report
- Structuring an analyst team around one report format
Not for
Tags
- initiation
- coverage
- valuation
- report
About
You say
“Start the coverage initiation for this group with the company research only (task 1).”
Skill published by anthropics under the Apache-2.0 license, delivered in its original version.
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How to use it
- Install the skill in your agent's skills folder
- Ask your agent to produce an initiation of coverage report in five sequential, checked tasks
- Review and adjust the result
Content preview
Files
- assets/quality-checklist.md9.7 KB
- assets/report-template.md29.3 KB
- LICENSE11.3 KB
- NOTICE-PALATEKIT.md0.5 KB
- references/task1-company-research.md12.2 KB
- references/task2-financial-modeling.md27.8 KB
- references/task3-valuation.md22.9 KB
- references/task4-chart-generation.md33 KB
- references/task5-report-assembly.md52.1 KB
- references/valuation-methodologies.md14.2 KB
- SKILL.md29.8 KB
Origin and licence
Listed unmodified
- Author
- anthropics
- Source
- github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/equity-research/skills/initiating-coverage
- Licence
- Apache-2.0
Notice
« initiating-coverage » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
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