Equity Research Modeling
Builds comprehensive, bottom-up earnings models and detailed financial analysis frameworks for professional investment research.
The Equity Research skill empowers Claude to perform sophisticated financial modeling, ranging from multi-segment revenue builds to complex EPS estimations. It provides structured methodologies for margin analysis, operating leverage calculations, and consensus comparisons, ensuring that financial projections are grounded in granular data and industry best practices. Whether preparing for a quarterly earnings preview or conducting a deep-dive post-earnings update, this skill ensures consistency across income statement projections and sensitivity analysis.
주요 기능
010 GitHub stars
02Standardized financial templates for income statements and revenue bridges
03Comprehensive EPS calculation including Treasury Stock Method for dilution
04Bottom-up revenue modeling by segment, geography, or product line
05Detailed gross margin bridge analysis and operating leverage modeling
06Consensus comparison and estimate revision signal tracking
사용 사례
01Constructing a 3-5 year financial forecast from SEC 10-K and 10-Q filings
02Developing quarterly earnings previews with bull/bear case sensitivity tables
03Analyzing post-earnings variances to update forward-looking guidance and price targets