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/mcp with "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-server exposes REST-shaped tools, not tradingview_* — switch to tradingview-api-integration instead of this skill.

Loading Strategy

Keep context tight and load only the files needed for the active task.

  1. Match the request to exactly one workflow in references/workflows/.
  2. Read only that workflow file first.
  3. Open deep-dive references only when the active workflow points to them.
  4. Read references/mcp-research-data-guide.md when the workflow needs detailed MCP data mapping. Do not load API snapshots or REST documentation.
Installs
1
First Seen
Oct 20, 2026