Equity Research

Turn Claude into a research analyst that reads filings, pulls transcripts, and generates draft coverage reports you can edit and publish. It reads 10-Ks, 10-Qs, earnings decks, and conference call transcripts, extracts financial tables, and tags the source and page so you can cite exactly where a number came from. It can output Markdown or Word-ready text and include inline tables and footnotes.

The server connects to live documentation sets and source repositories to fetch the exact files and code snippets you need. It checks repository branches and file versions, pulls CSVs and Python model code, maps files to the report context, and returns version-specific links back to the original source so you can verify changes.

Use it to run basic calculations and comparisons: compute margins, growth rates, consensus gaps, and revision trends from pulled data; compare current guidance to historical trends; and generate bullet-point theses with supporting evidence. It also annotates risks, key catalysts, and data gaps you should follow up on.

Imagine preparing a morning note before an earnings call: instead of switching between the SEC site, your Git repo, and a spreadsheet, you ask for the latest 10-Q, the model code, and a draft thesis. The plugin pulls the files, runs the checks, and returns a publishable draft so you avoid context switching and get to analysis faster.