quant-sentiment-ai/claude-equity-research
🔌 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.
What it solves
This project provides a professional-grade equity research tool that automates the generation of institutional-style investment reports. It solves the problem of accessing high-quality, structured financial analysis—including fundamental, technical, and risk assessments—without manually synthesizing data from multiple financial sources.
How it works
The tool is implemented as a plugin for the Claude Code CLI. It leverages Claude AI to integrate real-time market data, SEC filings, and analyst coverage to produce reports. It uses a specific analysis framework that combines quantitative metrics (like DCF and P/E ratios) with qualitative assessments (like management quality and ESG factors) to generate buy/sell/hold recommendations with probability-weighted price targets.
Who it’s for
It is designed for traders, investors, and financial analysts who want institutional-grade research reports and risk-adjusted position sizing guidance based on AI-driven market intelligence.
Highlights
- Institutional Formatting: Generates reports matching Wall Street standards with executive summaries and conviction levels.
- Detailed Market Intelligence: Includes options flow analysis, insider trading patterns, and sector positioning.
- Scenario-Based Valuation: Provides bull, base, and bear case scenarios with specific probability weightings.
- Comprehensive Risk Assessment: Offers company-specific and macro risk analysis with suggested position sizing (1-5%).
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