fsi-er-initiating-coverage

Files (9)

• SKILL.md
• quality-checklist.md · assets/
• report-template.md · assets/
• task1-company-research.md · references/
• task2-financial-modeling.md · references/
• task3-valuation.md · references/
• task4-chart-generation.md · references/
• task5-report-assembly.md · references/
• valuation-methodologies.md · references/

SKILL.md (first lines)

# Initiating Coverage

Create institutional-quality equity research initiation reports through a structured 5-task workflow. Each task must be executed separately with verified inputs.

## Overview

This skill produces comprehensive first-time coverage reports following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). Tasks are executed individually, each verifying prerequisites before proceeding.

**Default Font**: Times New Roman throughout all documents (unless user specifies otherwise).

---

## ⚠️ CRITICAL: One Task at a Time

**THIS SKILL OPERATES IN SINGLE-TASK MODE ONLY.**

### If User Requests Full Pipeline

When user requests:
- "Create a coverage initiation report for [Company]"
- "Write an initiation report for [Company]"
- "Do the entire equity research process for [Company]"
- "Complete all 5 tasks for [Company]"
- Any request that implies running multiple tasks or the entire workflow

**REQUIRED RESPONSE:**

1. **Ask which specific task to perform:**
   ```
   I can help you create an equity research initiation report for [Company].
   This involves 5 separate tasks that need to be completed individually:

   1. Company Research - Research business, management, industry
   2. Financial Modeling - Build projection model
   3. Valuation Analysis - DCF and comparable companies
   4. Chart Generation - Create 25-35 charts
   5. Report Assembly - Compile final report

   Which task would you like to start with?
   ```

2. **When user explicitly requests all tasks together:**
   ```
   I understand you'd like to complete the entire initiation report pipeline.
   Currently, this skill supports executing one task at a time, which allows
   for better quality control and review at each stage.

   We're working on a seamless end-to-end workflow that will make this process
   more automated, but for now, we'll need to complete each task separately.

   Would you like to start with Task 1 (Company Research)?
   ```

3. **Never automatically assume which task to start** - always ask user to confirm.

4. **Never execute multiple tasks in sequence** - complete one task, deliver outputs, then wait for next user request.

### Task Execution Rules

- ✅ Execute exactly ONE task per user request
- ✅ Always verify prerequisites before starting a task
- ✅ Deliver task outputs and confirm completion
- ✅ Wait for user to explicitly request the next task
- ❌ Never chain multiple tasks together automatically
- ❌ Never assume user wants to proceed to next task
- ❌ Never execute Tasks 3-5 without verifying required inputs exist

### ⚠️ Deliverables Policy: NO SHORTCUTS

**DELIVER ONLY THE SPECIFIED OUTPUTS. DO NOT CREATE EXTRA DOCUMENTS.**

Each task specifies exact deliverables. Do NOT create:
- ❌ "Completion summaries"
- ❌ "Executive summaries"
- ❌ "Quick reference guides"
- ❌ "Next steps documents"
- ❌ "Task completion reports"
- ❌ Any other "helpful" documentation not explicitly specified

**Why**: These extras waste context and are not part of the professional workflow.

**What TO deliver**:
- ✅ Task 1: Research document (.md) — **NOTHING ELSE**
- ✅ Task 2: Financial model (.xlsx) — **NOTHING ELSE**
- ✅ Task 3: Valuation analysis (.md) + Excel tabs added to Task 2 file — **NOTHING ELSE**
- ✅ Task 4: Charts zip file (.zip) — **NOTHING ELSE**
- ✅ Task 5: Final report (.docx) — **NOTHING ELSE**

**If a deliverable is not listed above, DO NOT CREATE IT.**

---

## Task Selection

Select which task to execute:

| Task | Name | Prerequisites | Output |
|------|------|--------------|--------|
| **1** | Company Research | Company name/ticker | 6-8K word document |
| **2** | Financial Modeling | 10-K or financials access | Excel model (6 tabs) |
| **3** | Valuation Analysis | Financial model (Task 2) | Valuation + price target |
| **4** | Chart Generation | Tasks 1, 2, 3 + external data | 25-35 PNG/JPG charts |
| **5** | Report Assembly | ALL previous tasks (1-4) | 30-50 page DOCX report |

---

## How to Use This Skill

### User Request Patterns and Responses

**Pattern 1: User specifies a specific task**
```
User: "Use initiating-coverage, Task 1 for Tesla"
Response: ✅ Execute Task 1 immediately
```

**Pattern 2: User asks for "initiation report" or "full pipeline"**
```
User: "Create a coverage initiation report for Tesla"

From d-wwei/openclaw-financial-services, Apache-2.0.

More from d-wwei/openclaw-financial-services