Claude Equity Research
A Claude Code plugin for equity research reports: fundamental and technical analysis, scenarios and risk assessment, for education only
Medium risk
We rate an entry medium when the tool runs code, makes network calls or reads project files. Check what exactly it does before installing.
Why this level
- Reaches market data from external sources
- Produces investment judgments that must not be taken as advice
Install
In your terminal, with SkillFoxx CLI
npx skillfoxx add plugins/claude-equity-researchDetects the agents on your machine, checks the risk and pins the version.
Other ways to install
Run one by one in the Claude Code chat
/plugin marketplace add quant-sentiment-ai/claude-equity-research
/plugin install trading-ideas@claude-equity-research-marketplaceInstall the plugin: /plugin marketplace add quant-sentiment-ai/claude-equity-research, then /plugin install trading-ideas@claude-equity-research-marketplace. Invoke with /trading-ideas:research.
Other ways from the author
/plugin marketplace add quant-sentiment-ai/claude-equity-research
/plugin install trading-ideas@claude-equity-research-marketplaceInvoke with /trading-ideas:research. For a manual install use the bare /trading-ideas.
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.
Security check
- Reaches market data from external sources
- Produces investment judgments that must not be taken as advice
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.
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.
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