How does it handle complex share counts?

The skill includes formulas for basic and diluted share counts, specifically utilizing the Treasury Stock Method for options and RSUs.

Does it support different revenue modeling approaches?

Yes, it supports both top-down and bottom-up approaches, including Volume x Price, SaaS/Subscriber models, and segment-level breakdowns.

What does the Equity Research skill do?

It provides Claude with specialized frameworks to build detailed earnings models, including revenue builds, margin analysis, and EPS estimation.

Can this skill help with quarterly earnings previews?

Absolutely. It includes a specific methodology for analyzing management guidance, channel data, and consensus expectations to identify potential surprises.

Equity Research Modeling

Name: Equity Research Modeling
Author: brainbytes-dev

bybrainbytes-dev

0•

Data Science & ML

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.

Key Features

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

Use Cases

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

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add brainbytes-dev/everything-claude-finance equity-research

For use in Claude.ai and ChatGPT

Key Features

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

Use Cases

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

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add brainbytes-dev/everything-claude-finance equity-research

For use in Claude.ai and ChatGPT