The plugin produces substantive output. However, the tasks are relatively simple, or work is a midpoint rather than a near-final draft. The level of specificity and expert-level input is lacking. The plugin needs customization and iteration before it is consistently useful.
Produces the core deliverables of a sell-side equity research analyst — from first-time company coverage reports with full financial models, to fast-turnaround quarterly earnings updates, to daily mor
Produces the core deliverables of a sell-side equity research analyst — from first-time company coverage reports with full financial models, to fast-turnaround quarterly earnings updates, to daily morning notes and investment idea screens. Each workflow follows institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format) and generates publication-ready Word documents, Excel models, and professional charts.
“Create an initiating coverage report for CrowdStrike”
A 5-task workflow producing a 6,000–8,000 word research document, 6-tab Excel financial model with 5-year projections, DCF and comparable company valuation, 25–35 professional charts, and a 30–50 page final report with embedded visuals.
“Write an earnings update for Nike's latest quarter”
An 8–12 page earnings update report with beat/miss analysis, updated estimates (old vs. new), 8–12 embedded charts, thesis impact assessment, revised price target, and sources section with clickable hyperlinks to SEC filings and transcripts.
“Screen for undervalued mid-cap growth stocks in healthcare”
A shortlist of 5–10 investment ideas with one-page summaries, valuation comparisons, thesis bullets, risk factors, and a prioritized research pipeline.
Works standalone using web search for company data, SEC EDGAR for filings, and Python (matplotlib, pandas, seaborn) for chart generation. No external API keys or data terminal subscriptions required. Enhanced with Bloomberg/FactSet/Refinitiv access if available through connected tools.
Real-time data verification — Every earnings analysis starts with a mandatory date-checking protocol that searches for the latest filings and cross-references release dates against transcript dates, preventing the most common analyst error: using stale data from training instead of current results.
Institutional report templating — Reports follow specific page-by-page structures modeled on top-tier investment bank formats, with standardized sections (beat/miss analysis, thesis assessment, valuation), professional chart placement, and required citation formats including clickable hyperlinks to source documents.
Bottom-up financial modeling — The Excel model builds revenue from 20–30 product line items and 15–20 geographic segments, flows through a 40–50 line item income statement, and connects to cash flow and balance sheet tabs with three scenario overlays (bull/base/bear).
Integrated valuation framework — Combines discounted cash flow analysis with sensitivity tables, comparable company analysis using 5–10 peers with statistical summaries, and precedent transactions to arrive at a price target with explicit methodology disclosure.
Quality gates at every stage — Each skill includes verification checklists covering numerical accuracy, source citation completeness, formatting standards, and minimum content thresholds (word counts, chart counts, table counts), with red-flag detection for outdated data or missing prerequisites.