Claude Equity Research

by carolinacherry

🤖 Built entirely with Claude Code - demonstrating AI-native development workflows for professional-grade financial tools.

Professional equity research and trading analysis powered by Claude AI, delivering institutional-grade investment insights with Goldman Sachs-style formatting and comprehensive risk assessment.

What It Does

• Institutional-Grade Analysis: Generates professional equity research reports matching Wall Street standards
• AI-Powered Intelligence: Leverages Claude AI for comprehensive fundamental and technical analysis
• Real-Time Data Integration: Pulls live market data, earnings reports, and analyst coverage
• Risk-Adjusted Recommendations: Provides buy/sell/hold ratings with specific price targets and position sizing
• Advanced Market Intelligence: Includes options flow analysis, insider trading activity, and sector positioning

Key Features

Core Analysis Framework

• Executive Summary: Investment thesis with price target and 12-month timeframe
• Fundamental Analysis: Revenue growth, margins, peer comparisons, and forward estimates
• Catalyst Analysis: Near-term and medium-term market drivers with specific dates
• Valuation Models: Bull/base/bear scenarios with probability weighting
• Risk Assessment: Company-specific and macro risks with position sizing guidance (1-5%)
• Technical Context: Support/resistance levels, momentum indicators, and volume analysis

Enhanced Intelligence Features

• Options Flow Analysis: Unusual activity, put/call ratios, implied volatility trends
• Insider Activity Monitoring: Executive buying/selling patterns with dollar amounts
• Sector Positioning: Rotation trends and relative strength vs market indices
• ESG & Governance: Sustainability scores and regulatory compliance assessment

Professional Standards

• Institutional Terminology: EBITDA, P/E ratios, EV/Sales, conviction levels
• Probability Weighting: Bull/base/bear scenarios with percentage allocations
• Legal Protection: Comprehensive disclaimers for educational use
• Data Sourcing: Real-time web search with analyst firm citations

Installation & Setup

Prerequisites

• Claude Code CLI (version 2.0.11 or higher)
• Claude paid subscription (Pro, Team, or Enterprise)
• Internet connection for real-time data retrieval

Installation via Claude Code Plugin (Recommended)

Quick Install - Interactive Menu:

# Step 1: Add the marketplace
/plugin marketplace add quant-sentiment-ai/claude-equity-research

# Step 2: Open the plugin menu
/plugin

# Step 3: Select "Browse Plugins" → find "claude-equity-research" → "Install now"

Alternative - Direct Install:

/plugin marketplace add quant-sentiment-ai/claude-equity-research
/plugin install trading-ideas@claude-equity-research-marketplace

Verify Installation:

/help  # Confirm /trading-ideas:research command is listed

Start Analyzing:

/trading-ideas:research AAPL
/trading-ideas:research NVDA --detailed

Claude Code namespaces plugin commands as :<command-name>, so the invocation is /trading-ideas:research (not the bare /trading-ideas). If you prefer the bare form, use the manual install below — it copies the command file into your personal ~/.claude/commands/ and registers it as /trading-ideas.