Skill v1.0.0
Trusted Publisher100/100version: "1.0.0" name: initiating-coverage description: Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
Initiating Coverage
Create institutional-quality equity research initiation reports through a structured 5-task workflow. Each task must be executed separately with verified inputs.
Overview
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).
⚠️ CRITICAL: One Task at a Time
THIS SKILL OPERATES IN SINGLE-TASK MODE ONLY.
If User Requests Full Pipeline
When user requests:
- "Create a coverage initiation report for [Company]"
- "Write an initiation report for [Company]"
- "Do the entire equity research process for [Company]"
- "Complete all 5 tasks for [Company]"
- Any request that implies running multiple tasks or the entire workflow
REQUIRED RESPONSE:
- Ask which specific task to perform:
``` I can help you create an equity research initiation report for [Company]. This involves 5 separate tasks that need to be completed individually:
- Company Research - Research business, management, industry
- Financial Modeling - Build projection model
- Valuation Analysis - DCF and comparable companies
- Chart Generation - Create 25-35 charts
- Report Assembly - Compile final report
Which task would you like to start with? ```
- When user explicitly requests all tasks together:
``` I understand you'd like to complete the entire initiation report pipeline. Currently, this skill supports executing one task at a time, which allows for better quality control and review at each stage.
We're working on a seamless end-to-end workflow that will make this process more automated, but for now, we'll need to complete each task separately.
Would you like to start with Task 1 (Company Research)? ```
- Never automatically assume which task to start - always ask user to confirm.
- Never execute multiple tasks in sequence - complete one task, deliver outputs, then wait for next user request.
Task Execution Rules
- ✅ Execute exactly ONE task per user request
- ✅ Always verify prerequisites before starting a task
- ✅ Deliver task outputs and confirm completion
- ✅ Wait for user to explicitly request the next task
- ❌ Never chain multiple tasks together automatically
- ❌ Never assume user wants to proceed to next task
- ❌ Never execute Tasks 3-5 without verifying required inputs exist
⚠️ Deliverables Policy: NO SHORTCUTS
DELIVER ONLY THE SPECIFIED OUTPUTS. DO NOT CREATE EXTRA DOCUMENTS.
Each task specifies exact deliverables. Do NOT create:
- ❌ "Completion summaries"
- ❌ "Executive summaries"
- ❌ "Quick reference guides"
- ❌ "Next steps documents"
- ❌ "Task completion reports"
- ❌ Any other "helpful" documentation not explicitly specified
Why: These extras waste context and are not part of the professional workflow.
What TO deliver:
- ✅ Task 1: Research document (.md) — NOTHING ELSE
- ✅ Task 2: Financial model (.xlsx) — NOTHING ELSE
- ✅ Task 3: Valuation analysis (.md) + Excel tabs added to Task 2 file — NOTHING ELSE
- ✅ Task 4: Charts zip file (.zip) — NOTHING ELSE
- ✅ Task 5: Final report (.docx) — NOTHING ELSE
If a deliverable is not listed above, DO NOT CREATE IT.
Task Selection
Select which task to execute:
| Task | Name | Prerequisites | Output | |
|---|---|---|---|---|
| 1 | Company Research | Company name/ticker | 6-8K word document | |
| 2 | Financial Modeling | 10-K or financials access | Excel model (6 tabs) | |
| 3 | Valuation Analysis | Financial model (Task 2) | Valuation + price target | |
| 4 | Chart Generation | Tasks 1, 2, 3 + external data | 25-35 PNG/JPG charts | |
| 5 | Report Assembly | ALL previous tasks (1-4) | 30-50 page DOCX report |
How to Use This Skill
User Request Patterns and Responses
Pattern 1: User specifies a specific task
User: "Use initiating-coverage, Task 1 for Tesla"Response: ✅ Execute Task 1 immediately
Pattern 2: User asks for "initiation report" or "full pipeline"
User: "Create a coverage initiation report for Tesla"Response: ❌ DO NOT start any task automatically✅ Ask which task to start with (see template above)
Pattern 3: User wants to do "all tasks" or "entire workflow"
User: "I want to complete all 5 tasks for Tesla"Response: ❌ DO NOT chain tasks together✅ Explain one-at-a-time limitation (see template above)✅ Ask if they want to start with Task 1
Correct Usage Examples
Executing a single task:
"Use initiating-coverage skill, Task 1 for Tesla""Do Task 2 of initiating-coverage for Tesla""Run Task 3 for Tesla using the initiating-coverage skill"
Completing full report (requires 5 separate requests):
Request 1: "Do Task 1 for Tesla" → Complete → Deliver outputsRequest 2: "Do Task 2 for Tesla" → Complete → Deliver outputsRequest 3: "Do Task 3 for Tesla" → Complete → Deliver outputsRequest 4: "Do Task 4 for Tesla" → Complete → Deliver outputsRequest 5: "Do Task 5 for Tesla" → Complete → Deliver outputs
Task Execution Order
For a complete initiation report, tasks must be executed in separate user requests following this order:
Request 1: Task 1 - Company Research (independent)↓ [User reviews outputs and requests next task]Request 2: Task 2 - Financial Modeling (independent)↓ [User reviews outputs and requests next task]Request 3: Task 3 - Valuation Analysis (requires Task 2 output)↓ [User reviews outputs and requests next task]Request 4: Task 4 - Chart Generation (requires Tasks 2 & 3 outputs)↓ [User reviews outputs and requests next task]Request 5: Task 5 - Report Assembly (requires ALL previous task outputs)
Note: Tasks 1 and 2 can be run in any order. Tasks 3-5 have strict dependencies and must verify inputs before proceeding.
Task 1: Company Research
Purpose: Research company's business, management, competitive position, industry, and risks.
Prerequisites: ✅ None (fully independent)
- Company name or ticker symbol
Process:
- Verify company name/ticker provided
- Load detailed instructions from references/task1-company-research.md
- Execute qualitative research workflow
- Deliver research document
Output: Company Research Document (6,000-8,000 words)
- Company overview & history
- Management bios (300-400 words × 3-4 execs)
- Products & services analysis
- Industry overview
- Competitive analysis (5-10 competitors)
- TAM sizing
- Risk assessment (8-12 risks)
File name: [Company]_Research_Document_[Date].md
⚠️ DELIVER ONLY THIS 1 FILE. NO completion summaries, no extra documents.
⚠️ DO NOT TAKE SHORTCUTS:
- ✅ Write full 6,000-8,000 words (not summaries)
- ✅ Complete 300-400 word bios for ALL 3-4 executives
- ✅ Analyze ALL 5-10 competitors thoroughly
- ✅ Cover all 8-12 risks across 4 categories
- ❌ Do not abbreviate sections to save time
- ❌ Do not skip any required sections
Verification before proceeding: None required for this task.
Task 2: Financial Modeling
Purpose: Extract historical financials and build comprehensive Excel financial model with projections and scenarios.
Prerequisites: ⚠️ Verify before starting
- Required: Access to company financial data
- For public companies: Latest 10-K from SEC EDGAR
- For private companies: Financial statements or available estimates
- OR: Pre-extracted historical financials provided by user
- Optional: Company research (Task 1) for business context
Input Verification:
BEFORE STARTING - Select approach:Option A: Extract financials (most common)- [ ] Have access to 10-K or financial statements?- [ ] Ready to extract 3-5 years of data?Option B: User provided pre-extracted financials- [ ] Historical financials file received?- [ ] Contains income statement, cash flow, balance sheet (3-5 years)?Optional:- [ ] Company research (Task 1) complete for context?
Process:
- Verify access to financial data
- Load detailed instructions from references/task2-financial-modeling.md
- Step 1: Extract historical financials (if needed)
- Step 2+: Build projection model with 6 essential tabs
- Deliver Excel model
Output: Excel Financial Model (.xlsx)
- 6 essential tabs:
- Revenue Model - Product breakdown (20-30 rows) + Geography breakdown (15-20 rows)
- Income Statement - Full P&L with 40-50 line items, historical (3-5 years) + projected (5 years)
- Cash Flow Statement - Operating/Investing/Financing activities, historical + projected
- Balance Sheet - Assets/Liabilities/Equity, historical + projected
- Scenarios - Bull/Base/Bear comparison table
- DCF Inputs - Prepared for Task 3 valuation
File name: [Company]_Financial_Model_[Date].xlsx
⚠️ DELIVER ONLY THIS 1 FILE. NO completion summaries, no extra documents.
⚠️ DO NOT TAKE SHORTCUTS:
- ✅ If extracting financials: Extract ALL line items from 3 financial statements (3-5 years)
- ✅ Build ALL 6 projection tabs completely with full detail
- ✅ Create detailed revenue model with 20-30 product rows AND 15-20 geography rows
- ✅ Build complete income statement with 40-50 line items (not abbreviated)
- ✅ Include full cash flow statement and balance sheet with all line items
- ✅ Complete ALL three scenarios (Bull/Base/Bear) with different parameters
- ❌ Do not create simplified/abbreviated versions
- ❌ Do not skip any of the 6 essential tabs
- ❌ Do not skip historical financials extraction if needed
Verification before proceeding to Task 3:
- [ ] Historical financials extracted (if needed) or provided
- [ ] Excel file created and can be opened
- [ ] Model has all 6 essential tabs (Revenue Model, Income Statement, Cash Flow, Balance Sheet, Scenarios, DCF Inputs)
- [ ] Historical data (3-5 years) incorporated
- [ ] Projections complete (5 years forward)
- [ ] Scenarios complete (Bull/Base/Bear)
Task 3: Valuation Analysis
Purpose: Perform comprehensive valuation using DCF, comparables, and precedent transactions.
Prerequisites: ⚠️ Verify before starting
- Required: Financial model from Task 2
- Projected income statements
- Projected cash flows
- Revenue and EBITDA forecasts
- DCF inputs (unlevered FCF)
⚠️ CRITICAL: DO NOT START THIS TASK UNLESS TASK 2 IS COMPLETE
This task requires the financial model from Task 2. Starting without it will result in incomplete work.
IF TASK 2 IS NOT COMPLETE: Stop immediately and inform the user that Task 2 (Financial Modeling) must be completed first. Do not attempt to proceed or create placeholder valuations.
Input Verification:
BEFORE STARTING:- [ ] Task 2 complete? (Financial model exists)- [ ] Model file path/location known?- [ ] Can access projected financials from model?Required from model:- [ ] Projected FCF (5 years)- [ ] Revenue projections- [ ] EBITDA projections- [ ] Terminal year metrics
Process:
- Verify financial model is accessible
- Load detailed instructions from references/task3-valuation.md
- Execute valuation workflow
- Deliver valuation analysis
Output: Valuation Analysis (4-6 pages + Excel tabs)
- DCF analysis with sensitivity tables
- Comparable companies (5-10 peers with statistical summary)
- Precedent transactions (if applicable)
- Valuation football field
- Price target: $XX.XX
- Recommendation: BUY/HOLD/SELL
- Upside: XX%
- Key catalysts (3-5)
Files:
[Company]_Valuation_Analysis_[Date].md(written analysis document)- Excel tabs added to
[Company]_Financial_Model_[Date].xlsx(from Task 2) - DCF tab with calculations
- Sensitivity analysis tab
- Comparable companies tab
- Valuation summary tab
⚠️ DELIVER ONLY: 1 markdown file + 4 tabs added to existing Excel. NO completion summaries, no extra documents.
⚠️ DO NOT TAKE SHORTCUTS:
- ✅ Complete full DCF analysis with sensitivity matrix (not simplified)
- ✅ Analyze ALL 5-10 comparable companies with full data
- ✅ Include statistical summary in comps table (max/75th/median/25th/min)
- ✅ Create complete sensitivity analysis tab with multiple WACC and terminal growth scenarios
- ✅ Write full 4-6 pages of valuation analysis (not abbreviated)
- ✅ Research and justify price target with specific methodology
- ❌ Do not skip comparable company analysis
- ❌ Do not create simplified DCF without sensitivity
Verification before proceeding to Task 4:
- [ ] Price target determined
- [ ] Valuation uses multiple methods (DCF + Comps minimum)
- [ ] DCF sensitivity table complete
- [ ] Comparable companies table includes statistical summary
Task 4: Chart Generation
Purpose: Generate 25-35 professional financial charts for the report.
Prerequisites: ⚠️ Verify before starting
- Required: Company research from Task 1
- Company history and milestones (for timeline charts)
- Management team and org structure (for org charts)
- Product portfolio (for product charts)
- Customer segmentation (for customer charts)
- Competitive landscape (for competitive charts)
- TAM analysis (for market size charts)
- Required: Financial model from Task 2 (with Task 3 valuation tabs added)
- Revenue by product/geography data (Task 2 tabs)
- Margin trends (Task 2 tabs)
- Scenario comparison data (Task 2 tabs)
- DCF sensitivity table (Task 3 tab in same Excel file)
- Comparable companies data (Task 3 tab in same Excel file)
- Valuation ranges (Task 3 tab in same Excel file)
- Required: External market data
- Historical stock price data (Yahoo Finance, Bloomberg, etc.)
- Historical valuation multiples (for historical trend charts)
⚠️ CRITICAL: DO NOT START THIS TASK UNLESS TASKS 1, 2, AND 3 ARE COMPLETE
This task requires outputs from all three previous tasks. Starting without them will result in incomplete charts.
IF ANY OF TASKS 1, 2, OR 3 ARE NOT COMPLETE: Stop immediately and inform the user which tasks need to be completed first. The specific requirements are:
- Task 1: Company research document (for 9 charts)
- Task 2: Financial model with all 6 tabs (for 8 charts)
- Task 3: Valuation tabs added to the model (for 6 charts)
- External data access (for 2 charts)
Do not attempt to create placeholder charts or skip charts due to missing data.
Input Verification:
BEFORE STARTING:- [ ] Task 1 complete? (Company research exists)- [ ] Task 2 complete? (Financial model exists)- [ ] Task 3 complete? (Valuation analysis exists)- [ ] Can access external market data sources?Required from Task 1:- [ ] Company history and milestones (for charts 05, 06)- [ ] Management team structure (for chart 07)- [ ] Product portfolio details (for chart 08)- [ ] Customer segmentation data (for chart 09)- [ ] Competitive landscape analysis (for charts 16, 17, 18)- [ ] TAM sizing and market data (for chart 15)Required from Task 2:- [ ] Revenue by product (historical + projected) - for chart 03 ⭐- [ ] Revenue by geography (historical + projected) - for chart 04 ⭐- [ ] Income statement with margins (for charts 02, 10, 11)- [ ] Cash flow statement (for chart 12)- [ ] Scenario comparison data (for chart 14)Required from Task 3:- [ ] DCF sensitivity matrix - for chart 28 ⭐- [ ] DCF components (for chart 29)- [ ] Comparable companies data (for charts 30, 31)- [ ] Valuation ranges - for chart 32 ⭐Required from External Sources:- [ ] Historical stock price data (for chart 01)- [ ] Historical valuation multiples (for chart 34)
Process:
- Verify model and valuation outputs are accessible
- Load detailed instructions from references/task4-chart-generation.md
- Execute chart generation workflow
- Package all charts into a zip file
- Deliver zip file
Output: 25-35 Professional Chart Files (PNG/JPG, 300 DPI) packaged in zip
4 MANDATORY Charts (must be present) ⭐:
- chart_03: Revenue by product (stacked area)
- chart_04: Revenue by geography (stacked bar)
- chart_28: DCF sensitivity (2-way heatmap)
- chart_32: Valuation football field (horizontal bars)
25 REQUIRED Charts (specific list):
- Investment Summary: chart_01
- Financial Performance: charts 02, 03⭐, 04⭐, 10, 11, 12, 14
- Company 101: charts 05, 06, 07, 08, 09, 15, 16
- Competitive/Market: charts 17, 18
- Scenario Analysis: chart 13
- Valuation: charts 28⭐, 29, 30, 31, 32⭐, 33, 34
10 OPTIONAL Charts (for 26-35 range):
- charts 19-27, 35 (customer acquisition, unit economics, product roadmap, etc.)
IMPORTANT: Task 5 embeds ALL charts created (25-35) for visual density (1 chart per 200-300 words).
File naming: chart_01_description.png, chart_02_description.png, etc.
Deliverable: [Company]_Charts_[Date].zip containing all 25-35 chart files + chart_index.txt
⚠️ DELIVER ONLY THIS 1 ZIP FILE. NO completion summaries, no separate chart lists, no extra documents.
⚠️ DO NOT TAKE SHORTCUTS:
- ✅ Create ALL 25 required charts minimum (specific list provided in task4-chart-generation.md)
- ✅ Include ALL 4 mandatory charts:
- chart_03: Revenue by product (stacked area) ⭐
- chart_04: Revenue by geography (stacked bar) ⭐
- chart_28: DCF sensitivity (heatmap) ⭐
- chart_32: Valuation football field ⭐
- ✅ Optional: Add 1-10 more charts to reach 26-35 total for greater visual density
- ✅ Generate professional-quality charts at 300 DPI (not low-res placeholders)
- ✅ Create unique, well-formatted charts for each visualization
- ✅ Package all charts in zip file with chart index
- ❌ Do not create only 10-15 charts (minimum is 25)
- ❌ Do not skip any of the 4 mandatory charts
- ❌ Do not use low-quality/placeholder images
Verification before proceeding to Task 5:
- [ ] Minimum 25 chart files created (required)
- [ ] All 4 mandatory charts present:
- [ ] chart_03: Revenue by product ⭐
- [ ] chart_04: Revenue by geography ⭐
- [ ] chart_28: DCF sensitivity ⭐
- [ ] chart_32: Valuation football field ⭐
- [ ] All charts open and display correctly
- [ ] Charts saved at 300 DPI (print quality)
- [ ] Chart index created listing all files with categories
- [ ] All charts packaged in zip file
- [ ] File naming follows convention: chart_##_description.png
Task 5: Report Assembly
Purpose: Write and assemble the comprehensive final DOCX report.
Prerequisites: ⚠️ Verify before starting
- Required: Company research from Task 1
- All 6-8K words of content
- Management bios
- Competitive analysis
- Risk assessment
- Required: Financial model from Task 2
- Excel workbook
- All projections and scenarios
- Required: Valuation analysis from Task 3
- Price target and recommendation
- DCF, comps, precedent transactions
- All valuation data
- Required: Chart files from Task 4
- Zip file containing all 25-35 PNG/JPG files
- Chart index included in zip
⚠️ CRITICAL: DO NOT START THIS TASK UNLESS ALL TASKS 1-4 ARE COMPLETE
This is the final assembly task. It cannot be completed without all previous work products.
IF ANY OF TASKS 1, 2, 3, OR 4 ARE NOT COMPLETE: Stop immediately and inform the user which tasks need to be completed first. The specific requirements are:
- Task 1: Company research document (6-8K words)
- Task 2: Financial model with all 6 tabs
- Task 3: Valuation analysis with price target and recommendation
- Task 4: Charts zip file with 25-35 charts
Do not attempt to create placeholder content, substitute missing sections, or assemble an incomplete report. The report requires ALL inputs to be publication-ready.
Input Verification:
BEFORE STARTING - ALL TASKS MUST BE COMPLETE:Task 1 Verification:- [ ] Company research document exists? (6-8K words)- [ ] Management bios complete? (300-400 words × 3-4 execs)- [ ] Competitive analysis complete? (5-10 competitors)- [ ] Risk assessment complete? (8-12 risks)Task 2 Verification:- [ ] Financial model exists and can be opened?- [ ] Model has projections (5 years)?- [ ] Scenarios exist (Bull/Base/Bear)?Task 3 Verification:- [ ] Valuation analysis complete?- [ ] Price target determined?- [ ] Recommendation set? (BUY/HOLD/SELL)- [ ] DCF and comps complete?Task 4 Verification:- [ ] Chart zip file exists?- [ ] Can extract/access all 25-35 chart files from zip?- [ ] All 4 mandatory charts present?- [ ] Revenue by product (stacked area)- [ ] Revenue by geography (stacked bar)- [ ] DCF sensitivity (heatmap)- [ ] Valuation football field- [ ] Chart files accessible and can be opened?IF ANY VERIFICATION FAILS: Stop and complete missing task first.
Process:
- CRITICAL: Verify ALL prerequisites before starting
- Load detailed instructions from references/task5-report-assembly.md
- Execute report assembly workflow using Claude's built-in skills:
- Use DOCX skill to create and manipulate the Word document
- Use XLSX skill to read Excel data from Task 2/3
- Use Read tool to read Task 1 and Task 3 markdown files
- Read Task 1 .md file → Convert to Word formatting → Insert charts inline
- Read Task 2 .xlsx file → Extract tables → Write quantitative analysis
- Read Task 3 .md file + Excel tabs → Copy/adapt valuation analysis
- Insert Task 4 .png chart files throughout using DOCX skill
- Create text-dense report with charts interspersed every 200-300 words
- Save and deliver final DOCX report
Key Principles:
- Use Claude's DOCX and XLSX skills (NOT Python libraries)
- Use actual file operations (read .md/.xlsx/.png files, write .docx file)
- Good equity research reports are text-dense with lots of illustrating images (60-80% page coverage, 1+ chart per page)
🔥 CRITICAL: GO ALL OUT ON THIS TASK
THIS IS THE FINAL DELIVERABLE. DO NOT TAKE SHORTCUTS.
- ✅ Use full token budget - This is the culmination of all previous work
- ✅ Write every section completely - Do not summarize or abbreviate
- ✅ Hit ALL minimum requirements - 30+ pages, 10,000+ words, 25+ charts, 12+ tables
- ✅ Be thorough on projection assumptions - 2,000-3,000 words with product-by-product detail
- ✅ Be comprehensive on scenarios - 1,500-2,000 words with specific Bull/Base/Bear parameters
- ✅ Insert ALL charts from Task 4 - Not just a few, ALL 25-35 charts throughout
- ✅ Create ALL tables from Task 2/3 - Extract every financial table, don't skip any
- ✅ Use Task 1 content verbatim - Copy/paste full Company 101 sections (6-8K words)
- ✅ Professional quality only - This must be indistinguishable from JPMorgan/Goldman Sachs research
NEVER:
- ❌ "This section would include..." - WRITE THE ACTUAL SECTION
- ❌ "Charts would be inserted here..." - INSERT THE ACTUAL CHARTS
- ❌ "See financial model for details..." - EXTRACT AND INCLUDE THE DETAILS
- ❌ Skip sections due to length - Every section MUST be complete
- ❌ Abbreviate for token conservation - Use whatever tokens are needed
This is publication-ready institutional research. Spare no effort, tokens, or detail.
Output: Comprehensive Equity Research Report (.docx)
Specifications:
- Length: 30-50 pages (MINIMUM 30)
- Word count: 10,000-15,000 words (MINIMUM 10,000)
- Charts: 25-35 embedded images
- Tables: 12-20 comprehensive tables
- Format: Professional DOCX with clickable hyperlinks
Structure:
- Page 1: Investment Summary (INITIATING COVERAGE format)
- Pages 2-5: Investment thesis & risks
- Pages 6-17: Company 101
- Pages 18-30: Financial analysis & projections
- Pages 31-40: Valuation analysis
- Pages 41-50: Appendices
File name: [Company]_Initiation_Report_[Date].docx
⚠️ DELIVER ONLY THIS 1 DOCX FILE. NO executive summaries, no "highlights" documents, no extra files.
Final Verification:
- [ ] Report is 30-50 pages
- [ ] Word count is 10,000-15,000
- [ ] 25-35 charts embedded
- [ ] 12-20 tables included
- [ ] All citations are clickable hyperlinks
- [ ] Numbers match financial model exactly
Input Verification Protocol
Why Input Verification Matters
Each task has strict prerequisites. Running a task without required inputs will:
- Waste time with incomplete work
- Produce low-quality outputs
- Require rework
Always verify inputs before starting a task.
Verification Checklist by Task
Task 1: ✅ No verification needed (independent)
Task 2: Check historical financials available
Task 3: Check financial model exists and is accessible
Task 4: Check both model (Task 2) AND valuation (Task 3) exist
Task 5: Check ALL previous tasks complete (1, 2, 3, 4)
What to Do if Verification Fails
IF prerequisites are missing:1. Stop the current task2. Identify which prerequisite task(s) need to be completed3. Execute the missing task(s) first4. Return to current task once prerequisites are met
Example Verification Dialogue
User: "Use initiating-coverage, Task 5 for Tesla"Claude: "Starting Task 5: Report Assembly for TeslaVERIFICATION - Checking prerequisites:- Task 1 (Company research)... ❌ NOT FOUND- Task 2 (Financial model)... ❌ NOT FOUND- Task 3 (Valuation)... ❌ NOT FOUND- Task 4 (Charts)... ❌ NOT FOUND⚠️ VERIFICATION FAILEDTask 5 requires ALL previous tasks to be complete.To proceed:1. Complete Task 1: Company Research2. Complete Task 2: Financial Modeling3. Complete Task 3: Valuation Analysis4. Complete Task 4: Chart Generation5. Then return to Task 5Would you like to start with Task 1 first?"
Task Reference Files
Detailed instructions for each task are in separate reference files to keep this skill lean:
- references/task1-company-research.md - Company research workflow
- references/task2-financial-modeling.md - Financial modeling workflow
- references/task3-valuation.md - Valuation methodology
- Also see: references/valuation-methodologies.md for DCF/comps deep dive
- references/task4-chart-generation.md - Chart generation workflow
- references/task5-report-assembly.md - Report writing workflow
- Also see: assets/report-template.md for report structure
- Also see: assets/quality-checklist.md for quality checks
When to load reference files: Load ONLY the reference file associated with the specific task being performed. These files are very large - do not load multiple reference files at once. Read the appropriate task reference file at the start of the task for detailed step-by-step instructions.
Quality Standards
All outputs meet institutional standards from leading investment banks (JPMorgan, Goldman Sachs, Morgan Stanley):
- Comprehensive: Meet all minimum requirements
- Detailed: Specific data and examples, not generic statements
- Quantified: Lead with numbers and metrics
- Cited: Proper sources with clickable hyperlinks
- Professional: Institutional-quality formatting
- Accurate: All numbers verified and cross-checked
Important Notes
Task Independence
- Task 1 can run anytime (no dependencies)
- Task 2 can run anytime (just needs historical data)
- Tasks 1 & 2 can run in parallel
- Task 3 requires Task 2
- Task 4 requires Tasks 2 & 3
- Task 5 requires Tasks 1, 2, 3, & 4
Session Management
Same session: Outputs automatically available to subsequent tasks
Different sessions: Reference previous task outputs explicitly
"Use Task 3 with the model from yesterday at [path]""Use Task 5 with the research document at [path]"
File Organization
Recommended structure during workflow:
ProjectFolder/├── Task1_Research/│ └── [Company]_Research_Document.md├── Task2_Model/│ └── [Company]_Financial_Model.xlsx├── Task3_Valuation/│ └── [Company]_Valuation_Analysis.pdf├── Task4_Charts/│ ├── chart_01.png│ └── ... (25-35 files)└── Task5_Report/└── [Company]_Initiation_Report.docx
No End-to-End Execution
This skill does NOT support running all tasks automatically in sequence. Each task must be explicitly requested and verified.
Why: This ensures:
- Quality control at each stage
- Ability to review outputs before proceeding
- Flexibility to pause/resume workflow
- Clear verification of prerequisites
Success Criteria
A successful initiation report workflow should:
- Complete all 5 tasks in order
- Pass all input verifications
- Meet all quality standards
- Produce all required deliverables
- Numbers cross-check between outputs
- Final report is publication-ready
Output quality: Institutional (JPMorgan/Goldman/Morgan Stanley level) Use case: First-time comprehensive coverage of a company