Claude Equity Research Plugin

2026-05-15 · source · source ↗

A Claude Code plugin for institutional-grade equity research. Install with /plugin marketplace add. Generates professional buy/sell recommendations with comprehensive fundamental analysis, technical indicators, and risk assessment. Educational use only — not financial advice.

Built entirely with Claude Code. 511 stars, 59 forks, MIT licensed.

Research Framework

The /trading-ideas:research TICKER command follows an 8-section institutional framework:

  1. Executive Summary — Investment thesis with price target and timeframe
  2. Fundamental Analysis — Revenue growth, margins, peer comparisons, forward estimates
  3. Catalyst Analysis — Near-term (0-6mo) and medium-term (6-24mo) market drivers
  4. Valuation & Price Targets — Bull/base/bear scenarios with probability weighting
  5. Risk Assessment — Company-specific and macro risks with position sizing (1-5%)
  6. Technical Context — Support/resistance, momentum, options flow, implied volatility
  7. Market Positioning — Sector performance, rotation trends, relative strength
  8. Insider Signals — Executive buying/selling, buybacks, institutional ownership

Output Format

# $TICKER - ENHANCED EQUITY RESEARCH

## EXECUTIVE SUMMARY
[BUY/SELL/HOLD] with $X price target (X% upside/downside) over [timeframe].

## RECOMMENDATION SUMMARY
| Metric | Value |
|--------|-------|
| Rating | BUY/SELL/HOLD |
| Conviction | High/Medium/Low |
| Price Target | $X |
| Timeframe | X months |

All sections require specific numbers, percentages, analyst citations, and probability weightings.

Installation

Plugin (recommended):

/plugin marketplace add quant-sentiment-ai/claude-equity-research
/plugin install trading-ideas@claude-equity-research-marketplace

Manual:

curl -o ~/.claude/commands/trading-ideas.md \
  https://raw.githubusercontent.com/quant-sentiment-ai/claude-equity-research/main/commands/trading-ideas/commands/research.md

Repository Structure

commands/trading-ideas/
  .claude-plugin/plugin.json    # Plugin manifest
  commands/research.md           # Slash command implementation
config/config.example.json
docs/{methodology,installation,customization}.md
examples/sample_reports/{AAPL,HOOD}_analysis.md