mcpField
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llmquant-equities

llmquant-equities

github.com/llmquantData & databases236515 installsUpdated 22w ago
Repository

About llmquant-equities

llmquant-equities routes equity research tasks to focused workflows for analysis, comparison, valuation, catalysts, and sell discipline. It uses LLMQuant Data when available and reports missing inputs or stale data.

Key features

  1. 01Five-lens stock analysis
  2. 02Stock and ETF comparisons
  3. 03Equity research memos
  4. 04Merger-arbitrage memos
  5. 05Profit-taking rules

Use cases

  1. 01Score a stock across research factors
  2. 02Compare two to five stocks or ETFs
  3. 03Prepare an equity research memo
  4. 04Evaluate systematic profit-taking

MCP support

The skill uses LLMQuant Data for filings, prices, fundamentals, ownership, estimates, and events when available. If some sources are unavailable, it names the missing inputs and continues only with retrieved or user-provided evidence.

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/llmquant/skills --skill llmquant-equities

After installing, type/llmquant-equitiesin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

assets/
.gitkeep
scripts/
.gitkeep
workflows/
equity-compare.md
equity-research-memo.md
five-lens-stock-analysis.md
merger-arb-memo.md
take-profit-lab.md

Details

From the project README

LLMQuant Equities

This category routes equity research, comparison, valuation, catalyst, and sell-discipline workflows.

Routing Rules

  1. Identify ticker(s), investment horizon, benchmark, and requested deliverable.
  2. Select the closest workflow below.
  3. Open only the selected workflow and needed local resources.
  4. Use LLMQuant Data for filings, prices, fundamentals, ownership, macro, estimates, and events.
  5. Report data periods, filing dates, observation dates, stale notices, and missing future inputs.

Workflow Index

User intentWorkflow
Score a stock across fundamentals, valuation, technicals, sentiment, and flow.workflows/five-lens-stock-analysis.md
Compare 2-5 stocks or ETFs side by side.workflows/equity-compare.md
Build a full equity research memo.workflows/equity-research-memo.md
Build a catalyst-bound merger-arbitrage memo.workflows/merger-arb-memo.md
Analyze hold versus systematic profit-taking rules.workflows/take-profit-lab.md

LLMQuant Data Contract

Prefer LLMQuant Data when available. The workflows may need these data capabilities:

  • Retrieve equity prices, returns, market cap, volume, technical indicators, and realized volatility.
  • Retrieve company fundamentals, estimates, valuation multiples, peer context, and corporate events.
  • Read SEC filings and specific filing sections for business, MD&A, risks, and catalysts.
  • Retrieve institutional ownership, top holders, manager concentration, and 13F sponsorship context.

Fallback:

  • If fundamentals, estimates, or event feeds are unavailable, name the missing input and continue only with retrieved or user-provided evidence.

Comments

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