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Initiation of coverage report v1.0.0
Use this resource to write an initiation-of-coverage report on a listed company
New
- 525 downloads
- 243 likes
- 144 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install equity-research-initiation-reportWith 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 chains the Octagon analyses (financial statements, growth, estimates, ESG) and structures them as an analyst report. You get a decision-ready note backed by figures.
Mostly picked by
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- MIT
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What you get
- README.md: overview of the analysis suite
- references/report-template.md: report template
- references/skill-*.md: analysis sheets (balance sheet, cash flow, growth, ESG)
Good fit for
- You are writing an initiation note on a listed company
- You run due diligence that must end in a recommendation
Not for
Tags
- analyst report
- initiation of coverage
- equity research
- due diligence
About
You say
“Write the initiation-of-coverage report on MSFT with a recommendation.”
Skill published by octagonai under the MIT 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 write an initiation-of-coverage report on a listed company
- Review and adjust the result
Content preview
Files
- LICENSE1 KB
- marketplace.json0.5 KB
- NOTICE-PALATEKIT.md0.5 KB
- README.md2.3 KB
- references/mcp-setup.md3.6 KB
- references/report-template.md7.7 KB
- references/skill-analyst-estimates.md1.3 KB
- references/skill-balance-sheet-growth.md1.4 KB
- references/skill-balance-sheet.md1.3 KB
- references/skill-cash-flow-growth.md1.3 KB
- references/skill-cash-flow-statement.md1.3 KB
- references/skill-esg-benchmark-comparison.md1.4 KB
- references/skill-esg-ratings.md1.4 KB
- references/skill-financial-growth.md1.5 KB
- references/skill-financial-health-scores.md1.4 KB
- references/skill-financial-metrics-analysis.md1.5 KB
- references/skill-historical-financial-ratings.md1.5 KB
- references/skill-income-statement-growth.md1.4 KB
- references/skill-income-statement.md1.3 KB
- references/skill-ratings-snapshot.md1.2 KB
- references/skill-revenue-geographic-segmentation.md1.3 KB
- references/skill-revenue-product-segmentation.md1.4 KB
- references/workflow-overview.md7.1 KB
- SKILL.md8.6 KB
Origin and licence
Listed unmodified
- Author
- octagonai
- Source
- github.com/octagonai/skills/tree/51e938c4d086f658de8bdcf734e864d34637167e/skills/financial-analyst-master
- Licence
- MIT
Notice
« financial-analyst-master » (octagonai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
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