Claude Equity Research plugin
A Claude Code plugin for equity research reports: fundamental and technical analysis, scenarios and risk assessment, for education only
- 759 ★ on the repository
- Last commit
- MIT
Extended access
Why this level
- Reaches market data from external sources
- Produces investment judgments that must not be taken as advice
Install
- Works in
In your terminal, with SkillFoxx CLI
npx skillfoxx add plugins/claude-equity-researchDetects the agents on your machine, shows the access level and pins the version.
Other ways to install
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- Reaches market data from external sources
- Produces investment judgments that must not be taken as advice
This is third-party code. Review the repository files before installing.
What it does
Claude Equity Research is a Claude Code plugin that builds equity research reports in an institutional format. It frames an investment thesis with a 12-month price target, breaks down fundamentals and peer comparisons, adds technical context, a catalyst catalog and a risk assessment with position-sizing guidance. The report includes bull, base and bear scenarios with probabilities plus a look at options flow, insider activity and sector positioning. The author stresses this is an educational tool, not investment advice.
Who it is for. For finance people and hobby investors who want a structured stock breakdown for learning.
Good fit when
- You need a structured equity research report
- You need to split a thesis into bull, base and bear scenarios with risks
- You need an educational breakdown of fundamentals and technical context
Not a fit when
- You want a tool that executes trades or moves money
- You need personalized investment advice
Example request
Build an equity research report with a thesis, bull, base and bear scenarios and a risk breakdownLimitations
It is an educational tool, not investment advice, and trading decisions are the user's own. The plugin needs live market data, so access to the relevant sources. Claude Code is required. The plugin does not execute trades.
How to disable. Uninstall via /plugin uninstall in Claude Code, or remove the cloned folder for a manual install.
FAQ
Is this investment advice?
No. The author marks the tool as educational, and trading decisions stay with the user.
Does the plugin execute trades?
No. It prepares a research report rather than executing a buy or sell.
Discussion
No questions or reviews yet.
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Comparison with similar tools
Cards that share the main search query, and how they differ.
| Tool | Official | Repository stars | Main difference |
|---|---|---|---|
| Claude Equity Research (this card) | no | 759 | |
| Mira | no | 283 | a working repository for Claude Code and Codex where an investment |
| a-share-skill | no | 260 | four skills for China's A-share market |
README in short
The README presents Claude Equity Research as a Claude Code plugin for institutional-format equity research reports. It builds a thesis with a price target, fundamental and technical analysis, a catalyst catalog, a risk assessment with position sizing and bull, base and bear scenarios with probabilities. It adds options flow, insider activity and sector positioning. Install is via the marketplace and /plugin install or manually via git clone, and the tool is marked educational with disclaimers.