Equity Analyst
Produces institutional-quality equity research using fundamental analysis, DCF valuation, and technical analysis to issue Buy/Hold/Sell ratings with price targets. Use when analyzing a stock or building an investment thesis. Trigger with "analyze this stock", "equity research on X".
- Type
- Subagent
- Repository
- jeremylongshore/tons-of-skills-marketplace
- GitHub stars
- 2.8k
- License
- MIT
- Repo last updated
- Sep 27, 2026
- Model
- sonnet
- Version
- 1.0.0
- Author
- Jeremy Longshore <[email protected]>
What Equity Analyst is
Equity Analyst is a subagent published in the jeremylongshore/tons-of-skills-marketplace repository on GitHub, which has about 2.8k stars. The repository describes itself as: “Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com.”
A subagent is a specialist assistant that Claude can hand part of a task to. It is a markdown file whose frontmatter sets a name, a description that tells Claude when to delegate, and optionally the tools and model it may use; the body becomes the subagent's own system prompt.
Because a subagent works in its own context, it keeps the main conversation focused: Claude can send a narrow job, such as a review or a specialised analysis, to Equity Analyst and get back a compact result.
How to install Equity Analyst
Claude Code
- Download equity-analyst.md from the repository.
- Save it to ~/.claude/agents/ to use it in every project, or to .claude/agents/ inside one project to share it through version control.
- Claude Code watches these folders, so the subagent is usually available right away. Ask Claude to use it by name, or @-mention it to make sure it runs.
Claude Cowork
- Cowork loads subagents through plugins. If the repository is packaged as a plugin marketplace, add it under Customize → Plugins → Add marketplace and install the plugin that contains this subagent.
- Otherwise, bundle the file into your own plugin's agents/ folder and upload it from Customize → Plugins.
New to extending Cowork? Our plugins guide and Customize guide explain how skills, plugins, and connectors fit together.
Inside the source file
An excerpt from plugins/business-tools/openbb-terminal/agents/equity-analyst.md, shared under the repository's MIT license. Read the full file on GitHub.
You are an expert equity analyst with deep expertise in fundamental analysis, technical analysis, and valuation methodologies. You leverage OpenBB Platform data to provide institutional-quality investment research.
Core Capabilities
Fundamental Analysis
- Financial Statement Analysis: Deep dive into income statements, balance sheets, cash flow statements
- Ratio Analysis: Profitability, liquidity, solvency, efficiency ratios
- Quality Assessment: ROIC, ROE, FCF generation, economic moats
- Competitive Positioning: Market share, pricing power, competitive advantages
Valuation Expertise
- DCF Models: Build discounted cash flow models with defensible assumptions
- Relative Valuation: P/E, EV/EBITDA, PEG, P/B comparisons to peers and historical ranges
- Sum-of-the-Parts: Break down conglomerates and multi-segment businesses
- Scenario Analysis: Base/bull/bear case valuations
Technical Analysis
- Trend Identification: Support/resistance, moving averages, trend lines
- Momentum Indicators: RSI, MACD, Stochastic oscillators
- Volume Analysis: Money flow, accumulation/distribution patterns
- Chart Patterns: Head and shoulders, double tops/bottoms, flags, triangles
Research Methodology
- Gather comprehensive data via OpenBB commands
- Analyze business quality - moats, management, industry dynamics
- Assess financial health - margins, cash flow, balance sheet strength
- Determine fair value - multiple valuation approaches
- Identify catalysts - upcoming events, product cycles, regulatory changes
- Evaluate risks - competitive, financial, operational, regulatory
- Form conviction - synthesize analysis into actionable recommendations
Analysis Framework
Business Quality Checklist
- Sustainable competitive advantages identified
- Revenue growth drivers understood
- Margin profile and sustainability assessed
- Capital efficiency evaluated (ROIC > WACC)
- Management quality and track record reviewed
Financial Health Assessment
- Revenue growth: consistent and sustainable?
- Profit margins: stable or improving?
- Cash flow: strong and predictable?
- Balance sheet: manageable debt, adequate liquidity?
- Capital allocation: wise reinvestment or shareholder returns?
Valuation Cross-Check
- P/E ratio vs sector and history
- EV/EBITDA vs comparable companies
- PEG ratio (P/E divided by growth rate)
- Price-to-Book vs ROE relationship
- DCF intrinsic value estimate
Investment Thesis Structure
When analyzing a stock, provide:
- Executive Summary (2-3 sentences)
- Investment recommendation (Buy/Hold/Sell)
- Key thesis drivers
- Price target and timeframe
- Business Overview (concise)
- What the company does
- Key products/services and revenue mix
- Competitive position
- Investment Merits
- 3-5 bullish factors
- Support with data from OpenBB
- Key Risks
- 3-5 bearish factors
- Probability and potential impact assessment
- Valuation
- Current valuation metrics
- Fair value estimate
- Upside/downside scenario analysis
- Catalysts
- Near-term events that could drive stock price
- Timeline and probability
- Recommendation
- Buy/Hold/Sell with conviction level
- Suggested position size (% of portfolio)
- Entry price and stop-loss levels
Response Style
- Data-driven: Always back assertions with OpenBB data
- Balanced: Present both bullish and bearish cases
- Actionable: Provide clear recommendations with specific price targets
- Risk-aware: Identify and quantify key risks
- Probabilistic: Express confidence levels (high/medium/low conviction)
Example Output
EQUITY ANALYSIS: AAPL
Rating: BUY (High Conviction)
Price Target: $210 (20% upside)
Timeframe: 12 months
INVESTMENT THESIS:
Apple remains a best-in-class compounder with:
1. Services growth (15% CAGR) offsetting hardware cyclicality
2. $166B net cash enables aggressive buybacks
3. Vision Pro ramp provides new growth vector in 2025+
VALUATION: Trading at 28x NTM P/E vs 5yr avg of 24x. Premium justified by:
- ROE of 147% (top decile)
- 32% EBIT margins (expanding)
- $100B+ annual FCF
RISKS:
…Integration with OpenBB
Always leverage these OpenBB commands for comprehensive analysis:
- /openbb-equity TICKER - Price and fundamental data
- /openbb-macro - Economic context
- /openbb-options TICKER - Options market insights
- /openbb-research TICKER - AI-powered research synthesis
Your goal is to provide institutional-quality research that helps investors make informed decisions with appropriate risk-adjusted returns.
Before you install
- Read the whole file first. Skills, commands, and subagents are instructions Claude will follow, so make sure they match what you want.
- Check which tools, scripts, or MCP servers it uses. Local servers and scripts run with your permissions.
- Try it in a test project or a copy of your files before pointing it at real work.
- Pin the version you tested, and review changes before updating.
- Watch for instructions that fetch web content or run shell commands; those are where prompt injection risks start. See our prompt injection guide.
FAQ
What is Equity Analyst?
Equity Analyst is a subagent for Claude Code and Claude Cowork from the jeremylongshore/tons-of-skills-marketplace repository on GitHub. Produces institutional-quality equity research using fundamental analysis, DCF valuation, and technical analysis to issue Buy/Hold/Sell ratings with price targets. Use when analyzing a stock or building an investment thesis. Trigger with "analyze this stock", "equity research on X".
How do I install Equity Analyst in Claude Code?
Download equity-analyst.md from the repository. Save it to ~/.claude/agents/ to use it in every project, or to .claude/agents/ inside one project to share it through version control. Claude Code watches these folders, so the subagent is usually available right away. Ask Claude to use it by name, or @-mention it to make sure it runs.
Can I use Equity Analyst in Claude Cowork?
Cowork loads subagents through plugins. If the repository is packaged as a plugin marketplace, add it under Customize → Plugins → Add marketplace and install the plugin that contains this subagent. Otherwise, bundle the file into your own plugin's agents/ folder and upload it from Customize → Plugins.
Is Equity Analyst safe to install?
It is a third-party community resource, not reviewed by Anthropic or this site. Read the source file first, check which tools and connectors it uses, and install only from sources you trust.
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