Use Claude to create institutional-grade equity reports

Your imagination is the limit

If you’re using Claude to help with your investment analysis.

Then you have to use Claude’s skills.

It will create leverage.

All screenshots taken come from the Claude Desktop app.

What are Claude skills?

It’s basically a prerecorded instruction that you can invoke when you wish. Like a small program, designed for llm usage, that can create stuff for you.

Here’s what Antropic says:

Skills are folders of instructions, scripts, and resources that Claude loads dynamically to improve performance on specialized tasks. Skills teach Claude how to complete specific tasks in a repeatable way, whether that’s creating documents with your company’s brand guidelines, analyzing data using your organization’s specific workflows, or automating personal tasks.

You can find it through the customization button.

Customizing means:

• You can connect other programs

• You can create new skills

And if you go to create new skills:

You’ll see your own skills (this will be empty if you start with this)

And you’ll see examples of premade skills you could use.

Claude has a skill-creator skill to create skills.

Very meta.

Example of a custom skill

I created a thesis alignment skill.

Every quarter, I will use this skill to generate an earnings report that verifies if the original thesis still holds.

I can use this skill anywhere, in Claude Chat, Claude Cowork, or Claude Code.

Here’s a video applying this skill to Rubrik (RBRK).

In this case, it will generate an earnings report and judge that, based on the last quarter, Rubrik was overperforming.

How to build a skill?

Simple, but not easy.

Here are the steps:

1. Ask Claude to help you

2. Let Claude search for information on the skill you want

3. Think about the output you want: Just text, a file, a website?

4. Now, based on all this information, ask Claude to build this skill with his skill creator skill

5. Iterate until the outcome is to your desire

You ask Claude to help you. With a prompt like this:

You are a master in skill creation. I want to create a skill to [enter your goal]. 
Give me a plan on how to set this up. 
Use your creator skill as a reference to give me the necessary instructions.

And Claude will give you a plan that you can then follow. Then follow the remaining steps.

I say it’s simple but not easy, because in my experience, there is a lot of iteration involved to get to a high-quality outcome.

But that’s the cool thing. Claude will give you a markdown (.md file), which is the skill you wanted. If you want to make modifications, just chat with Claude, and once you know what you want changed, ask Claude:

Please make these changes … to the skill markdown file you just created.

And you keep iterating.

Once you’ve built a skill, Claude usually will give you the option to add it to your skill library with one click. But if that option is not available, just go to Customize, skills, and click on the + button.

Upload your new skill:

Now, as you can see from the image, skills can range from simple to more advanced:

• The earnings report generator is a single markdown file

But I have other skills that have multiple markdown files, and as you see for the creator skills, it’s a mixture of markdown files, HTML files, and Python scripts.

You can imagine a valuation skill that holds a Python script and generates an Excel with a valuation model, based exactly on your own models.

Now, Anthropic is building these kinds of skills itself. Unfortunately, I don’t have access yet. I’m still on the waitlist.

If you want to start building these yourself, the sky is the limit.

But I want to give 2 recommendations:

• Start small

• Focus

In my experience, it’s better to have several smaller skills that produce high-quality output as opposed to one huge skill that creates a 40-page detailed company analysis.

Some ideas are:

• Earnings call transcript analyzer: Upload a transcript, get key takeaways, management tone shifts, and forward guidance extracted automatically

• Competitor snapshot: Given a company, auto-research its top competitors and build a quick comparison table

• DCF model builder: Input a few assumptions and get a discounted cash flow valuation in a spreadsheet

• Risk factor analyzer: Condense long risk sections from filings into a ranked, plain-English list

• Earnings calendar prep: Given a list of tickers, build a pre-earnings cheat sheet with key metrics to watch

• Portfolio exposure analyzer: Upload your holdings and get sector, geography, and factor exposure breakdowns

If you have a great idea, you can build it.

Institutional grade equity reports

For example, this Claude equity research skill has been built specifically for Claude Code. You won’t be able to simply upload it into Claude Chat or Claude Cowork.

Now that’s a bummer. I know how to use Claude Code, but most people don’t.

But there’s a simple solution.

Ask Claude to read the GitHub and create a skill from it.

This took Claude less than a minute.

And now I have a new skill in my library: Equity research skill.

I applied it to Rubrik, and you can see what it generated here.

Honestly, that’s a pretty decent report!

Bottom line, the sky is only limited by your own imagination.

Keep learning AI. Keep building!

Kevin

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If you want access to our earnings report generator skill and other skills I’ve built, you can sign up for our private beta.

That private beta is a first version of a prompt/skill library complemented with video instructions and a lot more. The private beta will be offered at a significant discount, but in return, I ask for feedback to improve everything.

In a future article, we’ll go deeper into connectors and how to connect other programs to Claude.