initiating-coverage

Initiating Coverage is an equity-research skill that produces institutional-quality first-time coverage initiation reports following the format of firms like JPMorgan, Goldman Sachs, and Morgan Stanley. It solves the problem of assembling a comprehensive, consistent research product by decomposing the work into a structured five-task workflow, each with verified prerequisites and specific deliverables, rather than generating everything in one pass.

The five tasks are: company research (a 6-8K word markdown document), financial modeling (a multi-tab Excel model), valuation analysis (DCF and comparable companies with a price target), chart generation (25-35 PNG/JPG charts), and final report assembly (a 30-50 page DOCX). Tasks 3-5 depend on earlier outputs. The skill enforces a strict single-task mode: it refuses to chain tasks automatically, always asks the user which task to run, verifies inputs exist first, and forbids extra "helpful" documents beyond the specified deliverable. Bundled references and assets provide per-task instructions, valuation methodologies, a report template, and a detailed quality-control checklist covering minimum page counts, chart/table counts, source hyperlinking, and cross-file consistency between the DOCX and XLSX.

It targets equity research analysts, financial professionals, and anyone producing formal investment coverage. Use cases include building a full initiation report on a company, constructing a projection model, running a DCF and comps valuation, and generating the charts and formatted document. The skill reads company financials and public filings and produces document artifacts; it does not execute trades or access private brokerage systems.