Contact salesTry Claude

Equity Research

Equity research tools: earnings analysis, initiating coverage reports, and research workflows

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

Slack AI tools for users and developers: interact with your workspace via the Slack MCP server and use skills to develop Slack apps.

Data

Write SQL, explore datasets, and generate insights faster. Build visualizations and dashboards, and turn raw data into clear stories for stakeholders.

Adobe

Brings together Adobe Creative Cloud tools for images, vectors, design, and video. Edit multiple assets at once, adapt for different platforms, and complete multi-step creative workflows for polished results.

ZoomInfo

Search companies and contacts, enrich leads, find lookalikes, and get AI-ranked contact recommendations. Pre-built skills chain multiple ZoomInfo tools into complete B2B sales workflows.

Apollo

Prospect, enrich leads, load outreach sequences, and query sales analytics with Apollo.io — one-click MCP server integration for Claude Code and Cowork.

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.