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financial-deep-research — Claude Code skill: what it does

A skill for deep financial research: pulls from many sources, verifies each claim, and packages a cited report.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add rebyteai-template/rebyte-skills --skill financial-deep-research -a claude-code
Open on GitHub

What financial-deep-research does

The skill runs research through an eight-phase pipeline: scope the question, plan the strategy, retrieve data in parallel, triangulate every claim against three or more sources, synthesize, critique, refine, and package. You pick a mode — quick, standard, deep or ultradeep — and standard is the default for most queries.

Inside are scripts/validate_report.py for checking the finished report, templates/report_template.md, and reference/methodology.md, which the skill loads phase by phase instead of all at once. Every financial claim has to cite a specific source, and inferences get marked separately from facts pulled out of filings. Simple stock quotes and basic company lookups are out of scope; the skill tells you to stop and use plain search instead.

It runs autonomously and rarely asks clarifying questions — only when the request contradicts itself or makes no sense. Jurisdiction defaults to US unless you say otherwise, so check that if you need another market.

What it helps with

  • build a company report with verifiable source citations
  • compare several stocks or funds on the same criteria
  • run due diligence before a deal
  • map a whole sector instead of one headline
  • separate filing facts from your own interpretation

Example prompts for the agent

  • run a financial analysis of company X in standard mode
  • compare these funds and flag where the data disagrees
  • do a deep dive on this sector with source verification

How to install financial-deep-research

1Skills CLI (Vercel)

npx skills add rebyteai-template/rebyte-skills --skill financial-deep-research -a claude-code

2Manually: put the files in place

~/.claude/skills/financial-deep-research/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/financial-deep-research/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about financial-deep-research

How do I install financial-deep-research in Claude?

Run npx skills add rebyteai-template/rebyte-skills --skill financial-deep-research -a claude-code. The skill file then lands at ~/.claude/skills/financial-deep-research/SKILL.md.

What does financial-deep-research do?

It pushes a financial question through eight phases, from scoping to a finished report, and requires a source citation for every claim.

When should I skip this skill?

For a simple stock quote, a basic company lookup, or anything one or two searches can answer. The skill itself says to stop in those cases.

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