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Equity Research

Analyze earnings, generate investment ideas, and draft initiating coverage reports

Analyze earnings, generate investment ideas, and draft initiating coverage reports using structured equity research workflows.

You can use Equity Research to:

Earnings Analysis:
"Analyze AAPL earnings results vs consensus estimates and highlight key takeaways"

Initiating Coverage:
"Draft an initiating coverage report for Shopify with a bull/bear framework"

Idea Generation:
"Screen for high-conviction investment ideas in the enterprise software sector"

Morning Note:
"Generate a morning note summarizing overnight developments and key catalysts"

Other plugins

Slack

Official Slack MCP server for interactive and collaborative workflows. Surface insights, draft messages, and engage teams directly within Slack from Claude Cowork.

Data

Write SQL, explore datasets, and generate insights. Build visualizations and dashboards from raw data.

Adobe for creativity

Brings together Adobe Creative Cloud tools for images, vectors, design, and video.

ZoomInfo

ZoomInfo's verified B2B intelligence in Claude: find, research, and win the accounts that grow your business.

Apollo

3 pre-built skills that chain multiple Apollo APIs into complete sales workflows — no manual steps, no tab switching

Dropbox

The Dropbox plugin for Claude connects your Dropbox files directly to Claude, so you can search, organize, save generated content, and create sharing links without switching tools. It respects your existing Dropbox permissions, and Claude only works with files you already have access to.