Creating Financial Models
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
机构级投研报告生成技能。覆盖中国A股、港股、美股上市公司。输出模式：1）投资速览：3-5页，含公司概览、核心财务指标、估值倍数、投资逻辑与风险因素；2）深度研报：≥25页，含行业分析、产业链图谱、三表模型、DCF估值、情景分析与敏感性测试。触发条件：1）直接请求：分析/看看/研究/调研/介绍一下 + 公司名或股票；2）投资询问：你怎么看/能不能买/值得投吗/帮我看看/扒一扒 +…
Install Equity Researcher
$ npx skills add lzwme/finance-quant-skills --skill equity-researcher -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install lzwme/finance-quant-skills equity-researcher --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/lzwme/finance-quant-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/equity-researcher .claude/skills/equity-researcher && rm -rf skills-srcUse ~/.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/
Install the "equity-researcher" agent skill from https://github.com/lzwme/finance-quant-skills/tree/main/skills/equity-researcher into .claude/skills/equity-researcher/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-researcher", 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 install https://github.com/lzwme/finance-quant-skills/tree/main/skills/equity-researcherType 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.
$ npx skills add lzwme/finance-quant-skills --skill equity-researcher -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install lzwme/finance-quant-skills equity-researcher --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/lzwme/finance-quant-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/equity-researcher .agents/skills/equity-researcher && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "equity-researcher" agent skill from https://github.com/lzwme/finance-quant-skills/tree/main/skills/equity-researcher into .agents/skills/equity-researcher/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-researcher", 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.
$ npx skills add lzwme/finance-quant-skills --skill equity-researcher -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install lzwme/finance-quant-skills equity-researcher --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/lzwme/finance-quant-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/equity-researcher .cursor/skills/equity-researcher && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "equity-researcher" agent skill from https://github.com/lzwme/finance-quant-skills/tree/main/skills/equity-researcher into .cursor/skills/equity-researcher/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-researcher", 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 https://github.com/lzwme/finance-quant-skills.git --path skills/equity-researcher--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add lzwme/finance-quant-skills --skill equity-researcher -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install lzwme/finance-quant-skills equity-researcher --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/lzwme/finance-quant-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/equity-researcher .gemini/skills/equity-researcher && rm -rf skills-srcUse ~/.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/
Install the "equity-researcher" agent skill from https://github.com/lzwme/finance-quant-skills/tree/main/skills/equity-researcher into .gemini/skills/equity-researcher/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-researcher", 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.
$ gh skill install lzwme/finance-quant-skills equity-researcherInstalls 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).
$ npx skills add lzwme/finance-quant-skills --skill equity-researcher -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/lzwme/finance-quant-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/equity-researcher .github/skills/equity-researcher && rm -rf skills-srcUse ~/.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/
Install the "equity-researcher" agent skill from https://github.com/lzwme/finance-quant-skills/tree/main/skills/equity-researcher into .github/skills/equity-researcher/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-researcher", 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.
$ npx skills add lzwme/finance-quant-skills --skill equity-researcher -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install lzwme/finance-quant-skills equity-researcher --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/lzwme/finance-quant-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/equity-researcher .opencode/skills/equity-researcher && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "equity-researcher" agent skill from https://github.com/lzwme/finance-quant-skills/tree/main/skills/equity-researcher into .opencode/skills/equity-researcher/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-researcher", 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
equity-researcher- GitHub stars
- 441
- Token cost
- ~4.9k tokens
- SKILL.md length
- 1,883 words
- Files
- 38 (incl. scripts, references)
- Skills in repo
- 13
- Repo updated
- First seen
- Licence
- None found
At a glance
机构级投研报告生成技能。覆盖中国A股、港股、美股上市公司。输出模式：1）投资速览：3-5页，含公司概览、核心财务指标、估值倍数、投资逻辑与风险因素；2）深度研报：≥25页，含行业分析、产业链图谱、三表模型、DCF估值、情景分析与敏感性测试。触发条件：1）直接请求：分析/看看/研究/调研/介绍一下 + 公司名或股票；2）投资询问：你怎么看/能不能买/值得投吗/帮我看看/扒一扒 +…
- Works in 2 steps: 0: Router — Intent Clarification +… → Route NOW
- Tasks that involve Financial modeling
- SKILL.md covers Phase 0.0: Router — Intent…, ⚠️ Core Principles — CARRY…, Step 4: Route NOW and Output Type Comparison, plus 3 more sections
What it does
Equity Researcher is an agent skill from lzwme/finance-quant-skills. 机构级投研报告生成技能。覆盖中国A股、港股、美股上市公司。输出模式：1）投资速览：3-5页，含公司概览、核心财务指标、估值倍数、投资逻辑与风险因素；2）深度研报：≥25页，含行业分析、产业链图谱、三表模型、DCF估值、情景分析与敏感性测试。触发条件：1）直接请求：分析/看看/研究/调研/介绍一下 + 公司名或股票；2）投资询问：你怎么看/能不能买/值得投吗/帮我看看/扒一扒 + 公司或股票；3）关键词：研报、投资简报、投资速览、公司一页纸、深度研报、深度研究、深度分析、个股分析、一页纸、速览、公司速览、投研报告；4）股票代码：标准格式（如 600519.SH、0700.HK、AAPL、TSLA、BYD）。意图不明确时主动询问输出模式，禁止默认推断。
Its SKILL.md is about 4.9k tokens, which your agent loads only when the skill is triggered. The skill folder holds 40 other files, including scripts and reference files (for example `SKILL-equity-task1.md`, `SKILL-task2-model.md` and `SKILL-task3-report.md`).
It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: 一个面向金融量化交易领域的 Agent Skills 技能维护仓库，主要聚焦A股量化交易。
When your agent uses it
- Tasks that involve Financial modeling
Example prompts
- “/equity-researcher”
Workflow steps
2 steps, taken from the step headings in SKILL.md.
- 0: Router — Intent Clarification + Output Type Detection
- Route NOW
What it can do on your machine
Read from SKILL.md and the folder at commit d973f35. 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
Ships 1 file in scripts/, which the agent can run.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
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
Equity Researcher loads about 4.9k tokens when it runs, and up to ~34k if it reads all its reference files. Until then it costs about 87 tokens; SKILL.md has 1,883 words of instructions outside code blocks.
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); the scripts in this folder are not scanned.
SKILL.md
Without a licence we can't republish the file, so here is its outline and opening line. It has 1,883 words (~4,900 tokens).
“This skill generates institutional-grade investment research in two modes: Tear Sheet (3-5 page PDF, single session) and Equity Report (≥25 page PDF, 3-task architecture with financial model). Both modes share the same analytical philosophy — the difference is depth, scope…”
- name
- equity-researcher
Files
SKILL.md and 37 other files (scripts, references) in skills/equity-researcher of lzwme/finance-quant-skills.
- SKILL.md
- SKILL-equity-task1.md
- SKILL-task2-model.md
- SKILL-task3-report.md
- SKILL-tearsheet.md
- analysis/investment-logic.md
- analysis/projection-assumptions.md
- analysis/revenue-model.md
- analysis/risk-framework.md
- analysis/scenario-deep-dive.md
- analysis/six-dimension-analysis.md
- modules/company-overview.md
- modules/equity-report-charts.md
- modules/industry-chain.md
- modules/stock-chart.md
- modules/tables.md
- modules/valuation.md
- output/report-layout.md
- … and 20 more
Open the folder on GitHubat commit d973f35
Compare with similar skills
Equity Researcher 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Equity Researcher this skilllzwme/finance-quant-skills | 441 | — | ~4.9k | Automated safety check: Pass | None | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Equity ResearchrollingSirius/equity-research-skill | 453 | — | ~1.5k | Automated safety check: Pass | MIT | |
| SaaS Metrics Coachrongxinzy/RongxinAI | 154 | 2 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Startup Financial Modelingnicepkg/auto-company | 195 | 11 repos | ~2.8k | Automated safety check: Pass | None | |
| Stock Value AnalyzerFunnyKun/stock-value-analyzer | 141 | — | ~3.3k | Automated safety check: Pass | None |
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Categories
Questions about Equity Researcher
What does Equity Researcher do?
机构级投研报告生成技能。覆盖中国A股、港股、美股上市公司。输出模式：1）投资速览：3-5页，含公司概览、核心财务指标、估值倍数、投资逻辑与风险因素；2）深度研报：≥25页，含行业分析、产业链图谱、三表模型、DCF估值、情景分析与敏感性测试。触发条件：1）直接请求：分析/看看/研究/调研/介绍一下 + 公司名或股票；2）投资询问：你怎么看/能不能买/值得投吗/帮我看看/扒一扒 +…. Equity Researcher is an agent skill from lzwme/finance-quant-skills.
When should I use Equity Researcher?
Equity Researcher fits situations like: tasks that involve Financial modeling.
How do I install Equity Researcher in Claude Code?
Run `npx skills add lzwme/finance-quant-skills --skill equity-researcher -a claude-code`. Or copy the skill folder (skills/equity-researcher in lzwme/finance-quant-skills) into .claude/skills/equity-researcher in your project. Claude Code loads it when a task matches its description.
How do I install Equity Researcher in Codex?
Run `npx skills add lzwme/finance-quant-skills --skill equity-researcher -a codex`. Or copy the skill folder (skills/equity-researcher in lzwme/finance-quant-skills) into .agents/skills/equity-researcher in your project. Codex loads it when a task matches its description.
Can I use Equity Researcher 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 lzwme/finance-quant-skills --skill equity-researcher -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/equity-researcher, .gemini/skills/equity-researcher, .github/skills/equity-researcher and .opencode/skills/equity-researcher in your project.
What does Equity Researcher need to run?
SKILL.md names no scripts, command-line tools or credentials: Equity Researcher is instructions for the agent only.
Does Equity Researcher access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Equity Researcher 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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Equity Researcher use?
No licence was found for Equity Researcher or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.
How many tokens does Equity Researcher use?
About 4.9k tokens (SKILL.md is roughly 20k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 29k tokens, read only when the agent opens those files.
What are the alternatives to Equity Researcher?
Skills that share tags, products or a category with Equity Researcher: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Equity Research (rollingSirius/equity-research-skill, 453 stars), SaaS Metrics Coach (rongxinzy/RongxinAI, 154 stars) and Startup Financial Modeling (nicepkg/auto-company, 195 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Equity Researcher?
lzwme (a GitHub organization) maintains it in lzwme/finance-quant-skills, which has 441 GitHub stars. The repository holds 13 skills in this directory. The repository was last updated on September 23, 2026.
Source: lzwme/finance-quant-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.