Claude Equity Research

Claude Equity Research

by carolinacherry
🤖 Built entirely with Claude Code - demonstrating AI-native development workflows for professional-grade financial tools.

Professional equity research and trading analysis powered by Claude AI, delivering institutional-grade investment insights with Goldman Sachs-style formatting and comprehensive risk assessment.

What It Does

- Institutional-Grade Analysis: Generates professional equity research reports matching Wall Street standards
- AI-Powered Intelligence: Leverages Claude AI for comprehensive fundamental and technical analysis
- Real-Time Data Integration: Pulls live market data, earnings reports, and analyst coverage
- Risk-Adjusted Recommendations: Provides buy/sell/hold ratings with specific price targets and position sizing
- Advanced Market Intelligence: Includes options flow analysis, insider trading activity, and sector positioning

Key Features

Core Analysis Framework
- Executive Summary: Investment thesis with price target and 12-month timeframe
- Fundamental Analysis: Revenue growth, margins, peer comparisons, and forward estimates
- Catalyst Analysis: Near-term and medium-term market drivers with specific dates
- Valuation Models: Bull/base/bear scenarios with probability weighting
- Risk Assessment: Company-specific and macro risks with position sizing guidance (1-5%)
- Technical Context: Support/resistance levels, momentum indicators, and volume analysis

Enhanced Intelligence Features
- Options Flow Analysis: Unusual activity, put/call ratios, implied volatility trends
- Insider Activity Monitoring: Executive buying/selling patterns with dollar amounts
- Sector Positioning: Rotation trends and relative strength vs market indices
- ESG & Governance: Sustainability scores and regulatory compliance…