cc-equity-research

Overview

CC Equity Research Toolkits transforms Claude Code into a comprehensive equity-research agent by combining Anthropic's official equity-research skills with community extensions. The project provides a single data MCP called 'drillr' that replaces expensive institutional data stacks, making sophisticated financial analysis accessible to individual investors, analysts, and academics. The system adapts its communication style to match different user expertise levels, from retail investors to sell-side professionals, while maintaining analytical rigor through 24 specialized workflow templates.

Try asking AI

After installing, here are 5 things you can ask your AI assistant:

• /discover

  Generates investment ideas and thematic research across multiple categories.

  Try:Run a supply chain analysis for TeslaTry:What themes are emerging in AI infrastructure?Try:Find companies with federal contracts in the clean energy sector
• /analyze

  Performs in-depth analysis of individual companies including business models, earnings, and forensics.

  Try:Analyze Apple's business modelTry:Run earnings analysis on MicrosoftTry:Perform financial forensics on Nike
• /monitor

  Tracks positions and monitors catalysts, events, and thesis changes.

  Try:What catalysts are coming up for NVDA?Try:Monitor thesis changes for my TSLA positionTry:Set up an event radar for META
• /macro

  Researches economic indicators, markets, and macroeconomic trends.

  Try:Analyze the yield curveTry:What are the current labor market trends?Try:Review trade flows in the semiconductor industry
• initiating-coverage

  Creates initial equity research coverage notes for a company.

  Try:Start coverage on GoogleTry:Prepare initiation note for AmazonTry:Generate coverage report for Netflix
• earnings-preview

  Prepares analysis before a company's earnings announcement.

  Try:Preview earnings for TeslaTry:What should I expect from Apple's earnings?Try:Prepare earnings preview for Microsoft
• earnings-analysis

  Analyzes a company's earnings results and performance.

  Try:Analyze earnings results for NetflixTry:Compare Amazon's earnings to expectationsTry:Deep dive into Apple's earnings call
• catalyst-calendar

  Tracks upcoming events and catalysts affecting a company.

  Try:Show upcoming catalysts for TSLATry:What events are coming for NVDA?Try:Generate catalyst calendar for META
• thesis-tracker

  Monitors and tracks investment thesis changes over time.

  Try:Track thesis changes for my AMZN positionTry:How has the thesis for NVDA evolved?Try:Monitor thesis for my GOOGL investment
• financial-forensics

  Performs deep financial analysis of a company's financial statements.

  Try:Run financial forensics on Berkshire HathawayTry:Analyze financial statement quality for BoeingTry:Perform forensic accounting on GE
• model-update

  Updates financial models based on new information or earnings.

  Try:Update financial model for Tesla after earningsTry:Revise valuation model for AppleTry:Update market model for Microsoft
• morning-note

  Prepares daily equity research morning notes covering key markets and stocks.

  Try:Generate morning note for today's marketTry:Prepare morning note focusing on tech stocksTry:Create morning note summary of overnight developments

Comparable tools

Installation

git clone https://github.com/prof-little-bear/cc-equity-research.git
cd cc-equity-research
claude

FAQ

What markets does this cover?

The drillr MCP currently covers US equities, Japanese equities, and ADRs.

Is there a free tier?

Yes, drillr provides a generous free quota for individual users, eliminating the need for expensive institutional subscriptions.

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