initiating-coverage

Create institutional-quality equity research initiation reports through a structured 5-task workflow. Each task must be executed separately with verified inputs.

This skill produces comprehensive first-time coverage reports following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). Tasks are executed individually, each verifying prerequisites before proceeding.

Default Font: Times New Roman throughout all documents (unless user specifies otherwise).

通过 5 任务工作流程创建机构质量的股权研究启动报告。任务必须在经过验证的先决条件下单独执行 - (1) 公司研究，(2) 财务建模，(3) 估值分析，(4) 图表生成，(5) 最终报告汇编。每个任务都会生成特定的可交付成果（Markdown 文档、Excel 模型、图表或 DOCX 报告）。任务 3-5 依赖于之前的任务。 来源：anthropics/financial-services-plugins。