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Equity research: memos, comparisons, scores v1.0.0

Use this resource to analyze, compare and document stocks using sourced data

New

  • 479 downloads
  • 123 likes
  • 108 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install llmquant-equity-research

With 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 login

The agent pins down tickers, horizon and benchmark, then opens the matching workflow: five-lens analysis, comparison, research memo, merger-arbitrage memo or take-profit review. You get a dated analysis stating financial periods, filing dates and missing inputs.

Mostly picked by

Updated November 2, 2026

Card for the “Equity research: memos, comparisons, scores” skill

Details

Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: workflow routing and equity data contract
  • workflows/five-lens-stock-analysis.md and workflows/equity-compare.md: five-lens analysis and comparison
  • workflows/equity-research-memo.md and workflows/merger-arb-memo.md: research memo and merger-arb memo

Good fit for

  • You're comparing two companies in the same sector
  • You're writing an investment memo for a committee

Not for

    Tags

    • stocks
    • fundamental analysis
    • comparison
    • research memo
    • valuation

    About

    You say

    “Compare these two companies on valuation and growth, then draft a research memo.”

    Card for the “Equity research: memos, comparisons, scores” skill

    Skill published by llmquant under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to analyze, compare and document stocks using sourced data
    3. Review and adjust the result

    Content preview

    Files

    • assets/.gitkeep0 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • scripts/.gitkeep0 KB
    • SKILL.md2.1 KB
    • workflows/equity-compare.md2.2 KB
    • workflows/equity-research-memo.md2.6 KB
    • workflows/five-lens-stock-analysis.md3.3 KB
    • workflows/merger-arb-memo.md2.5 KB
    • workflows/take-profit-lab.md2.2 KB

    Origin and licence

    Listed unmodified

    Author
    llmquant
    Source
    github.com/llmquant/skills/tree/1918237467c2dff4cc97a18ebc0892dfd46e8129/skills/llmquant-equities
    Licence
    MIT

    Notice

    « llmquant-equities » (llmquant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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