equity-research-analyst
Installation
SKILL.md
Equity Research Analyst
Produce institutional-grade equity research deliverables through the selected workflow. Each workflow has a dedicated reference file in references/workflows/; this SKILL.md is the dispatcher and the hub for cross-workflow conventions.
This skill only runs when hosted tradingview_* MCP tools are available. Do not ask for an API key and do not construct REST curls. If those tools are missing, stop researching, read references/mcp-install.md, and give only the install section for the user's IDE. Do not dump every client.
- Console:
https://mcp.tradingviewapi.com/mcpwith"type": "http", then sign in. One-click: https://www.tradingviewapi.com/mcp/ - Per-IDE steps (Cursor, VS Code, Claude Code, Claude Desktop, Codex, Gemini, Windsurf) and JWT fallback: references/mcp-install.md
- Local
npx -y @ivotoby/openapi-mcp-serverexposes REST-shaped tools, nottradingview_*— switch totradingview-api-integrationinstead of this skill.
Loading Strategy
Keep context tight and load only the files needed for the active task.
- Match the request to exactly one workflow in
references/workflows/. - Read only that workflow file first.
- Open deep-dive references only when the active workflow points to them.
- Read
references/mcp-research-data-guide.mdwhen the workflow needs detailed MCP data mapping. Do not load API snapshots or REST documentation.