prof-little-bear/cc-equity-research

CC Equity Research Toolkits is a configuration package that transforms the Claude Code AI assistant into a stock research agent. It combines Anthropic's official nine equity research skill templates with fifteen additional community built analysis workflows, all backed by a single data connection that provides financial statements, SEC filings (the official documents public companies must file with US regulators), earnings call transcripts, supply chain relationships, and alternative data like government contracts and hiring trends. The practical problem it addresses is that Anthropic's original skill templates were designed to work with expensive institutional data subscriptions. The README explains that the official reference setup wires those skills to eleven separate institutional data providers, each often costing fifteen to thirty thousand dollars per seat per year, well beyond what an independent analyst or academic researcher could justify. This project replaces that entire stack with one data connector called drillr, which has a free tier suitable for individual investors and independent analysts, plus a communication layer that adjusts its language for whoever is using it, since the original skill templates assumed a professional sell-side audience. Four slash commands organize the 24 workflows: one for discovering investment ideas and themes, one for deep dives into individual companies, one for monitoring existing positions, and one for macroeconomic research. Each command opens a short menu of more specific workflows within that category. You can also just type a plain language request, such as asking for financial forensics on a specific ticker, and the system routes it to the right workflow automatically without needing to know the exact command. The toolkit also adapts its communication style based on who is using it. Two configuration files control this: one sets whether a session shows onboarding guidance for new users, and another lets you specify your experience level, preferred depth, and tone, whether you want output that reads like an institutional sell-side research note, a conversational explanation, or something in between. These preferences can shift automatically mid-conversation based on how you phrase questions. It covers US and Japanese equities, and you need Claude Code installed to use it.