# financial-deep-research

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

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 978 installs · ★ 17
- Author: rebyteai-template
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/rebyteai-template/rebyte-skills/tree/HEAD/financial-deep-research/SKILL.md
- Updated: 2026-06-16
- HTML: https://affpapa.org/en/nevibecode/skills/financial-deep-research

## What it 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.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add rebyteai-template/rebyte-skills --skill financial-deep-research -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/financial-deep-research/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/financial-deep-research/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add rebyteai-template/rebyte-skills --skill financial-deep-research -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/financial-deep-research/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add rebyteai-template/rebyte-skills --skill financial-deep-research -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/financial-deep-research/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install rebyteai-template/rebyte-skills financial-deep-research
```

2. **Manually: put the files in place**
- File: `.github/skills/financial-deep-research/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add rebyteai-template/rebyte-skills --skill financial-deep-research -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/rebyteai-template/rebyte-skills --path financial-deep-research
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/financial-deep-research/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add rebyteai-template/rebyte-skills --skill financial-deep-research -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/rebyteai-template/rebyte-skills/tree/HEAD/financial-deep-research/SKILL.md

## When to use it
- 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
- 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

## Similar
- [company-research](https://affpapa.org/en/nevibecode/skills/company-research.md) — skill · 5100 installs
- [stock-research-executor](https://affpapa.org/en/nevibecode/skills/stock-research-executor.md) — skill · 1800 installs
- [firecrawl-deep-research](https://affpapa.org/en/nevibecode/skills/firecrawl-deep-research.md) — skill · 35400 installs
- [parallel-deep-research](https://affpapa.org/en/nevibecode/skills/parallel-deep-research.md) — skill · 15600 installs
- [deep-research](https://affpapa.org/en/nevibecode/skills/199-biotechnologies-deep-research.md) — skill · 10200 installs
- [github-deep-research](https://affpapa.org/en/nevibecode/skills/github-deep-research.md) — skill · 2900 installs

From the same set: [rebyteai-template/rebyte-skills](https://affpapa.org/en/nevibecode/by/rebyteai-template/rebyte-skills.md) — 4 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md