Agent skill

Initiate

Initiate coverage — generate both research note (.docx) and Excel model (.xlsx)

Apache-2.0Auto-check passedDocuments & Office

Install Initiate

skills CLI

$ npx skills add daloopa/investing --skill initiate -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install daloopa/investing initiate --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/initiate .claude/skills/initiate && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "initiate" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/initiate into .claude/skills/initiate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "initiate", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/daloopa/investing/tree/main/.claude/skills/initiate

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add daloopa/investing --skill initiate -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install daloopa/investing initiate --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/initiate .agents/skills/initiate && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "initiate" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/initiate into .agents/skills/initiate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "initiate", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add daloopa/investing --skill initiate -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install daloopa/investing initiate --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/initiate .cursor/skills/initiate && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "initiate" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/initiate into .cursor/skills/initiate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "initiate", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/daloopa/investing.git --path .claude/skills/initiate

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add daloopa/investing --skill initiate -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install daloopa/investing initiate --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/initiate .gemini/skills/initiate && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "initiate" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/initiate into .gemini/skills/initiate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "initiate", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install daloopa/investing initiate

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add daloopa/investing --skill initiate -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/initiate .github/skills/initiate && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "initiate" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/initiate into .github/skills/initiate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "initiate", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add daloopa/investing --skill initiate -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install daloopa/investing initiate --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/initiate .opencode/skills/initiate && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "initiate" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/initiate into .opencode/skills/initiate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "initiate", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: initiate
GitHub stars: 489
Token cost: ~1.2k tokens
SKILL.md length: 564 words
Files: 1
Skills in repo: 22
Repo updated: Oct 7, 2026
First seen: Oct 7, 2026
Licence: Apache-2.0

At a glance

Initiate coverage — generate both research note (.docx) and Excel model (.xlsx)

Works in 9 steps: Company Setup → Comprehensive Data Gathering → Peer Analysis → …
Tasks that involve Excel spreadsheets
SKILL.md covers Strategy, Phase 1 — Company Setup, Phase 2 — Comprehensive Data… and Phase 3 — Peer Analysis, plus 7 more sections
Calls python

What it does

Initiate is an agent skill from daloopa/investing. Initiate coverage — generate both research note (.docx) and Excel model (.xlsx)

Its SKILL.md is about 1.2k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Documents & Office, covering Excel spreadsheets and Word documents. It works with Microsoft Excel and Microsoft Word. The licence is Apache-2.0.

When your agent uses it

Tasks that involve Excel spreadsheets
Tasks that involve Word documents

Example prompts

“/initiate”

Requirements

Python 3

Workflow steps

9 steps, taken from the step headings in SKILL.md.

Company Setup
Comprehensive Data Gathering
Peer Analysis
Projections
DCF Valuation
Qualitative Research
What You Need to Believe
Synthesis & Charts
Render Both Outputs

What it can do on your machine

Read from SKILL.md and the folder at commit e2dd01d. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Shell commands in SKILL.md call:
- python
From the folder's file list and the shell code blocks in SKILL.md.
Network
Links to these hosts (documentation or services it may open):
- daloopa.com
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Initiate loads about 1.2k tokens when it runs. Until then it costs about 22 tokens; SKILL.md has 564 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~22
When it runs · the whole SKILL.md, loaded when a task matches: ~1.2k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from daloopa/investing at commit e2dd01d, republished under its Apache-2.0 licence (© daloopa). 564 words, ~1,198 tokens.

Download SKILL.mdSave it as .claude/skills/initiate/SKILL.md (or your agent's skills folder).

name: initiate
description: Initiate coverage — generate both research note (.docx) and Excel model (.xlsx)
argument-hint: TICKER

Initiate coverage on the company specified by the user: $ARGUMENTS

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

This is the capstone skill that produces both a research note and an Excel model from a single comprehensive data gathering pass.

Strategy

Rather than running /research-note and /build-model independently (which would duplicate data gathering), this skill gathers a superset of data once, then renders both outputs.

Phase 1 — Company Setup

Look up the company by ticker using discover_companies. Capture:

company_id
latest_calendar_quarter — anchor for all period calculations (see ../data-access.md Section 1.5)
latest_fiscal_quarter
Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

Get market data (see ../data-access.md Section 2):

Current price, market cap, shares outstanding, beta
Trading multiples (P/E, EV/EBITDA, P/S, P/B)
Risk-free rate (for DCF)

Phase 2 — Comprehensive Data Gathering

Follow the /build-model skill's Phase 2 data pull (the most comprehensive). Calculate 8-16 quarters backward from latest_calendar_quarter. Pull:

Full Income Statement (Revenue through EPS, including D&A for EBITDA calc)
Full Balance Sheet (Cash through Equity)
Full Cash Flow Statement (OCF, CapEx, FCF, Dividends, Buybacks)
Segment revenue and operating income breakdowns
Geographic revenue breakdown
All company-specific operating KPIs
All guidance series and corresponding actuals
Share count, buyback amounts

Phase 3 — Peer Analysis

Identify 5-8 comparable companies. Get peer trading multiples (see ../data-access.md Section 2). If consensus forward estimates are available (../data-access.md Section 3), include NTM estimates. Pull peer fundamentals from Daloopa where available (revenue growth, margins).

Phase 4 — Projections

If a projection engine is available (see ../data-access.md Section 5), use it. Otherwise project manually. Write historical data to reports/.tmp/{TICKER}_initiate_input.json for reuse.

Phase 5 — DCF Valuation

Calculate WACC (CAPM)
Project 5-year FCFs
Terminal value
Implied share price
Sensitivity table (WACC × terminal growth)

Phase 6 — Qualitative Research

Search SEC filings comprehensively:

Risk factors, growth drivers, competitive dynamics
Management outlook and guidance language
Capital allocation strategy
Company-specific strategic topics Extract business description, risks (ranked), investment thesis, catalysts.

Show full SKILL.md (234 more words)Show less

Phase 7 — What You Need to Believe

Build falsifiable bull/bear beliefs (follows /research-note methodology):

4-6 numbered bull beliefs with evidence and Daloopa citations — each testable in 6 months
4-6 numbered bear beliefs with evidence and Daloopa citations — each testable in 6 months
Valuation math for each side: forward multiple × earnings estimate = price target
Risk/reward asymmetry assessment (bull upside % vs bear downside %)

Phase 8 — Synthesis & Charts

Write the executive summary, variant perception, and key findings.

If chart generation is available (see ../data-access.md Section 5), generate charts:

Revenue time-series
Margin time-series
Segment pie
Scenario bar (bull/base/bear)
DCF sensitivity heatmap

Skip any charts that fail; note which were generated.

Phase 9 — Render Both Outputs

Research Note (.docx):

Build the research note context with all gathered data, charts, narrative sections
Write to reports/.tmp/{TICKER}_context.json
Run: python infra/docx_renderer.py --template templates/research_note.docx --context reports/.tmp/{TICKER}_context.json --output reports/{TICKER}_research_note.docx

Excel Model (.xlsx):

Build the model context with all financial data, projections, DCF, comps
Write to reports/.tmp/{TICKER}_model_context.json
Run: python infra/excel_builder.py --context reports/.tmp/{TICKER}_model_context.json --output reports/{TICKER}_model.xlsx

Output

Tell the user:

Research note saved to: reports/{TICKER}_research_note.docx
Excel model saved to: reports/{TICKER}_model.xlsx
Context files saved to: reports/.tmp/ (for future updates)
3-4 sentence executive summary
Key valuation range (DCF implied price + comps range)
Top 3 findings
Remind user that yellow cells in the Excel model's Projections tab are editable inputs

All financial figures must use Daloopa citation format: $X.XX million

Files

Just SKILL.md in .claude/skills/initiate of daloopa/investing.

Open the folder on GitHubat commit e2dd01d

Compare with similar skills

Initiate next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Initiate compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Initiate this skilldaloopa/investing	489	—	~1.2k	Automated safety check: Pass	Apache-2.0	3 days ago
MarkitdownImCa0/just-laws	781	14 repos	~3.2k	Automated safety check: Notes	MIT	3 days ago
Docx4jplutext/docx4j	2.4k	—	~2.5k	Automated safety check: Pass	None	yesterday
Cyber Pptcrazyykhllc-bit/CyberPPT	1.8k	—	~10k	Automated safety check: Pass	MIT	2 mo ago
Markitshift-labs-ai/markit	1.3k	—	~299	Automated safety check: Pass	MIT	1 mo ago
Markitdownjimmc414/Kosmos	595	2 repos	~1.7k	Automated safety check: Pass	None	yesterday

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Questions about Initiate

What does Initiate do?

Initiate coverage — generate both research note (.docx) and Excel model (.xlsx). Initiate is an agent skill from daloopa/investing.

When should I use Initiate?

Initiate fits situations like: tasks that involve Excel spreadsheets; tasks that involve Word documents.

How do I install Initiate in Claude Code?

Run `npx skills add daloopa/investing --skill initiate -a claude-code`. Or copy the skill folder (.claude/skills/initiate in daloopa/investing) into .claude/skills/initiate in your project. Claude Code loads it when a task matches its description.

How do I install Initiate in Codex?

Run `npx skills add daloopa/investing --skill initiate -a codex`. Or copy the skill folder (.claude/skills/initiate in daloopa/investing) into .agents/skills/initiate in your project. Codex loads it when a task matches its description.

Can I use Initiate in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add daloopa/investing --skill initiate -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/initiate, .gemini/skills/initiate, .github/skills/initiate and .opencode/skills/initiate in your project.

What does Initiate need to run?

Going by SKILL.md and its folder, Initiate needs the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Initiate access the network?

SKILL.md names 1 domain. As links in the text: daloopa.com. This is read from the text; nothing was executed.

Is Initiate safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Initiate use?

Initiate is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Initiate use?

About 1.2k tokens (SKILL.md is roughly 4.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Initiate?

Skills that share tags, products or a category with Initiate: Markitdown (ImCa0/just-laws, 781 stars), Docx4j (plutext/docx4j, 2.4k stars), Cyber Ppt (crazyykhllc-bit/CyberPPT, 1.8k stars) and Markit (shift-labs-ai/markit, 1.3k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Initiate?

daloopa (a GitHub organization) maintains it in daloopa/investing, which has 489 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 7, 2026.

Source: daloopa/investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Initiate

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Strategy

Phase 1 — Company Setup

Phase 2 — Comprehensive Data Gathering

Phase 3 — Peer Analysis

Phase 4 — Projections

Phase 5 — DCF Valuation

Phase 6 — Qualitative Research

Phase 7 — What You Need to Believe

Phase 8 — Synthesis & Charts

Phase 9 — Render Both Outputs

Output

Files

Compare with similar skills

Similar skills

More from daloopa/investing

Related

Questions about Initiate