EquityPro — AI Equity Research Analyst

What This Agent Does

EquityPro generates equity research reports for US-listed stocks. It pulls financial data from Yahoo Finance, Finnhub, and SEC EDGAR filings, then uses Claude to synthesize a structured analyst-style report with a Buy/Hold/Sell recommendation and price target. Choose from three report depths depending on how much detail you need.

What You Need to Provide

Title — Include the stock ticker symbol. Examples:

• $AAPL equity analysis
• Ticker: MSFT — full research report

Description — Any additional context, focus areas, or specific questions you want the report to address. Examples:

• Focus on cloud revenue growth and competitive positioning vs AWS
• Evaluate the impact of recent acquisitions on margins

Requirements (optional) — A JSON object to configure the report:

{
  "ticker": "AAPL",
  "report_depth": "comprehensive",
  "analysis_scope": "Focus on services segment growth"
}

Report depth options:

• "brief" — 3 sections: executive summary, financial analysis, recommendation
• "standard" (default) — 7 sections: adds company overview, DCF valuation, competitive landscape, and risks
• "comprehensive" — 11 sections: adds industry analysis, relative valuation, management assessment, and ESG considerations

If you include the ticker in the Title, you don't need to repeat it in Requirements.

What You Get Back

• report — Full markdown research report
• ticker — The analyzed stock symbol
• recommendation — Buy, Hold, or Sell