🔌 Claude Code Plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations with comprehensive fundamental analysis, technical indicators, and risk assessment. Educational use only - not financial advice.

Ask questions and get answers from earnings calls, SEC filings and news

CHAOSS Working Group focused on Diversity, Equity, and Inclusion metrics

Turn Claude Code into an equity-research agent: 24 analysis skills (Anthropic's open-source bundle + community), a single data MCP, and a personalization layer for investors at any level.

Enter a US stock ticker, get an analyst grade memo with DCF valuation, peer comparables, news sentiment, and earnings call tone analysis. Multi agent LLM pipeline (Claude + GPT-4o devil's advocate) with strict citation validation. FastAPI + Next.js + pgvector RAG. No hallucinated numbers

Constituent history of the S&P 500 from various data sources

This repository contains the equity research report (pdf), stock pitch slide deck (ppt), financial models (xl), and a couple other preliminary analysis slides all conducted for the purpose of researching Mead Johnson Nutrition company. All the documents were prepared by me for a potential investment opportunity when I was a Senior Analyst for th…

This project consists of custom built modelling frameworks for pricing equity assets. Through the project's evolution, the framework evolves from a single case Discounted Cash Flow model to an interactive Probability Weighted Discounted Cash Flow model that includes multiple cases, multiple supporting models and is all built in Excel while utili…

PDF Statement Data Extractor and Analyzer. A Python script for extracting and analyzing financial data from PDF statements, with a focus on Schwab statements.

Financial services skill pack for OpenClaw across banking, equity research, PE, and wealth management

Financial analysis and demonstration of the classic algorithmic trading method, pair trading. This analysis compares the portfolio's growth with the underlying assets value and volatility over time.

AI-powered autonomous equity research agent. Multi-source analysis (Yahoo Finance, SEC 10-K, Reddit, news) with LangGraph orchestration, hybrid RAG, and real-time market data. Generates professional research reports via Telegram bot or REST API. Deployed on Azure Container Apps.

This project studies the effects of the shape parameter estimator uncertainty at different threshold levels on the value-at-risk confidence interval for quantitative risk management (QRM) using the Generalized Pareto Distribution (GPD) from the Extreme Value Theory (EVT) approach.

A curated collection of Claude Code skills for Indian stock market research — concall transcripts, equity analysis, and more.

Implementations of Monte Carlo simulations for asset allocation solutions and examinations.

Claude Code stock analysis skill: SEC EDGAR + market data, /analyze /score /compare — free, local Python tools. By XVARY Research.

Open prompt stack for public-market research. Cross-harness skill suite (Claude Code / Codex / OpenCode) for secondary-market investment research with 13 skills, adapters, and analyst workspace scaffolding.

In this study, I empirically and statistically investigate the credibility of common asset pricing beliefs using data from S&P 500® constituents from January 2010–December 2020.

AI stock trading assistant CLI for Vietnam equity research, portfolio analysis, backtesting, paper trading, and DNSE broker workflows

13 Claude Code skills that turn Claude into a Bloomberg-grade equity analyst. One install script.