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llmquant-equities — Claude Code skill: what it does, how to install

Routes equity research tasks in Claude Code, covering stock scoring, peer comparisons, research memos, and take-profit rules.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓ 
npx skills add LLMQuant/skills --skill llmquant-equities -a claude-code
Open on GitHub

What llmquant-equities does

The skill routes equity analysis requests in Claude Code. It identifies tickers, the investment horizon, benchmark, and deliverable before opening a file. Only one workflow runs at a time. Five workflows are included: five-lens scoring (workflows/five-lens-stock-analysis.md), comparison of 2 to 5 stocks or ETFs (workflows/equity-compare.md), full research memos (workflows/equity-research-memo.md), merger-arbitrage notes (workflows/merger-arb-memo.md), and profit-taking rules (workflows/take-profit-lab.md).

Workflows prioritize LLMQuant Data for price history, SEC filings, and 13F ownership details. The agent records filing dates and stale notices. If data feeds are absent, the skill names the missing inputs and continues with user-provided evidence.

What it helps with

  • Score a stock across fundamentals, valuation, technicals, sentiment, and flow
  • Compare 2 to 5 stocks or ETFs side by side
  • Build a full equity research memo
  • Draft a catalyst-bound merger-arbitrage memo
  • Analyze systematic profit-taking rules against holding a position

Example prompts for the agent

  • Compare AAPL and MSFT side by side across valuation and fundamentals
  • Build a full equity research memo for NVDA with a one-year investment horizon
  • Draft a merger-arbitrage memo analyzing the announced acquisition

How to install llmquant-equities

1Skills CLI (Vercel)

npx skills add LLMQuant/skills --skill llmquant-equities -a claude-code

2Manually: put the files in place

~/.claude/skills/llmquant-equities/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/llmquant-equities/

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

Questions about llmquant-equities

How to install llmquant-equities in Claude Code?

Run npx skills add LLMQuant/skills --skill llmquant-equities -a claude-code.

What does llmquant-equities do?

It identifies key investment parameters and routes stock research tasks to dedicated workflows, such as factor scoring, peer comparison, or research memos.

What happens if LLMQuant Data feeds are unavailable?

The workflow flags the missing inputs and proceeds using only retrieved data or information provided in the prompt.

Source text

SKILL.md · MIT 
---
name: llmquant-equities
description: Router skill for LLMQuant equities workflows. Use when the user needs stock analysis, equity comparison, research memos, merger-arb memos, or sell/take-profit work.
input_data_source: LLMQuant Data
category: equities
---

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

© LLMQuant · MIT · LLMQuant/skills

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