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deep-financial-research

A Claude/Qwen/Gemini skill for institutional-grade investment research. Connects to live market data via MCP servers to deliver company deep dives, due diligence reports, competitive landscape analysis, market sentiment, and DCF-based intrinsic value estimates — all from natural language prompts.


Table of Contents


Overview

This skill gives Claude access to real-time financial data and neural web search, enabling research workflows that typically require Bloomberg terminals, financial databases, and hours of analyst time. It is structured as a parent skill with one subskill:

Skill File Purpose
deep-financial-research SKILL.md Core research orchestration
dcf-valuation subskills/dcf-valuation/SKILL.md Intrinsic value estimation via DCF

The two skills are designed to work independently or together. A prompt like "Do a deep dive on AAPL with a DCF valuation" will invoke both automatically.


Repository Structure

deep-financial-research/
├── README.md
├── LICENSE.txt
├── SKILL.md                             # Main skill definition
└── subskills/
    └── dcf-valuation/
        └── SKILL.md                     # DCF valuation subskill

Workflows

The main skill supports five research workflows, each triggered by natural language.

1. Company Deep Dive

Trigger phrases: "deep dive on [ticker]", "research [company]", "investment overview of..."

Pulls together a full investment-ready snapshot:

  1. Real-time price and key market stats via Financial Datasets MCP
  2. Recent news, press releases, and market narrative via Exa MCP
  3. Core fundamentals — revenue, margins, P/E, EV/EBITDA, debt levels
  4. Insider trading activity (net buys vs. sells, recent filings)
  5. Analyst estimates, consensus ratings, and price targets
  6. Synthesized bull case, bear case, and key risk summary

2. Due Diligence

Trigger phrases: "due diligence on [company]", "DD on [ticker]", "red flags for..."

Everything in the Company Deep Dive, plus:

  • Litigation and regulatory search: SEC investigations, lawsuits, consent orders
  • Accounting integrity checks: restatements, auditor resignations, material weaknesses
  • Management background research: prior roles, track record, controversies
  • Short interest and institutional ownership trends
  • Structured risk and catalyst identification

3. Competitive Landscape

Trigger phrases: "competitive landscape of [industry]", "compare [company] to peers", "who are the winners in [sector]"

  1. Industry mapping and market share analysis via Exa
  2. Side-by-side fundamentals table across all major competitors (P/E, revenue growth, margins, ROE, net debt)
  3. Recent M&A activity, new entrants, and disruptive developments
  4. Positioning analysis — identifies leaders, laggards, and companies at inflection points

4. DCF Valuation

Trigger phrases: "DCF on [ticker]", "what is [stock] intrinsically worth", "is [company] undervalued", "fair value of..."

Runs the integrated dcf-valuation subskill. See the DCF Valuation Subskill section for full detail.


5. Market Sentiment

Trigger phrases: "market sentiment on [ticker]", "what is the street saying about [company]", "analyst consensus for..."

  1. Mainstream and financial media search via Exa (filtered to bloomberg.com, reuters.com, wsj.com, ft.com, etc.)
  2. Analyst estimate revisions and rating changes via Financial Datasets
  3. Insider sentiment (aggregate net buying/selling pressure)
  4. Structured bullish vs. bearish synthesis

DCF Valuation Subskill

The dcf-valuation subskill performs a full discounted cash flow analysis to estimate intrinsic value per share. It runs as a standalone workflow or is automatically invoked as part of the Company Deep Dive when valuation language is detected.

Methodology

Step Description
1. Data Gathering 5-year FCF history, balance sheet, market cap, shares outstanding, sector
2. Growth Rate FCF CAGR calculated, capped at 15%, cross-validated against revenue growth and analyst estimates
3. WACC Estimation Built from risk-free rate (4.0%), equity risk premium (5.5%), cost of debt (5.5%), with sector adjustments
4. FCF Projection 5-year forward projection with annual growth decay (5% step-down per year)
5. Terminal Value Gordon Growth Model, terminal growth rate of 2.5% (GDP proxy)
6. Present Value All cash flows discounted to today; equity value derived by subtracting net debt
7. Sensitivity Analysis 3×3 matrix varying WACC (±1%) and terminal growth (2.0–3.0%)
8. Validation Sanity-checked against reported EV, terminal value ratio (target: 50–80%), and implied P/FCF multiple

Sector WACC Adjustments

Sector Adjustment
Technology +0.5% to +1.0%
Energy +1.0% to +1.5%
Healthcare +0.0% to +0.5%
Industrials +0.0% to +0.5%
Consumer Staples −0.5%
Utilities −0.5% to −1.0%
Financials Cost of equity only (no WACC)

DCF Output Example

### DCF Valuation: Apple Inc. (AAPL)

#### Valuation Summary
| Metric              | Value      |
|---------------------|------------|
| Current Price       | $189.42    |
| Fair Value          | $214.70    |
| Upside/(Downside)   | +13.3%     |
| Verdict             | Moderately Undervalued |

#### Sensitivity Analysis (Fair Value per Share)
| WACC \ Terminal  |  2.0%  |  2.5%  |  3.0%  |
|------------------|--------|--------|--------|
| 8.0%             | $231   | $244   | $259   |
| 9.0%             | $203   | $215   | $228   |
| 10.0%            | $180   | $190   | $201   |

Full output spec is defined in subskills/dcf-valuation/SKILL.md.


Example Prompts

Prompt Workflow Triggered
"Do a deep dive on NVDA" Company Deep Dive
"Research Tesla for a long position" Due Diligence
"What's MSFT worth based on DCF?" DCF Valuation
"Analyze the AI chip competitive landscape" Competitive Landscape
"What's the street sentiment on META?" Market Sentiment
"Deep dive AAPL with DCF valuation" Deep Dive + DCF (combined)
"Red flags on NKLA" Due Diligence (red flag focus)
"Is AMZN undervalued right now?" DCF Valuation

Output Format

Research Summary

Every Company Deep Dive and Due Diligence concludes with a structured summary:

### [Company] ([TICKER]) — Deep Research Summary

Current Price: $X.XX  |  Market Cap: $XB  |  As of: [timestamp]

Business Overview:
[1–2 sentences]

Key Metrics:
  Revenue       $XB    (+X% YoY)
  Gross Margin  X%
  P/E Ratio     X.x
  EV/EBITDA     X.x
  Net Debt      $XB

Recent Developments:
  • [Item] — Source (link)
  • [Item] — Source (link)

Bull Case:  [2–3 arguments]
Bear Case:  [2–3 arguments]
Key Risks:  [top risks]

Confidence: High / Medium / Low

MCP Server Setup

This skill requires two MCP servers to be connected in your Claude environment.

Required

Server Auth Method Key Capabilities
financial-datasets OAuth Real-time prices, fundamentals, insider trades, analyst estimates, cash flow statements
exa API Key Neural web search, domain-filtered news, citation-rich results

Optional

Server Auth Method Key Capabilities
lightpanda Separate setup Browser automation for paywalled or JS-rendered sources

Configuration Notes

  • financial-datasets provides real-time data during market hours; brief delays possible depending on exchange
  • exa results include timestamps — prefer results from the last 30–90 days for rapidly evolving situations
  • Both servers are auto-discovered if registered in your MCP settings

Installation

  1. Clone the repository

    git clone https://github.com/your-username/deep-financial-research.git
  2. Add to your Claude skill configuration

    • Point Claude to SKILL.md as the root skill file
    • The dcf-valuation subskill at subskills/dcf-valuation/SKILL.md is referenced automatically
  3. Connect MCP servers

    • Configure exa with your API key in MCP settings
    • Connect financial-datasets via OAuth
    • Optionally configure lightpanda for browser automation
  4. Test the setup

    "Do a quick deep dive on AAPL"
    

    A successful response will include real-time price data and recent news — confirming both MCP servers are live.


Error Handling

Scenario Behavior
MCP server unavailable Notifies user, falls back to Claude's training knowledge with explicit caveats
Tool timeout Retries once; proceeds with available data and flags what's missing
Data discrepancy between sources Notes the discrepancy and cites both values
Negative or volatile FCF (DCF) Switches to analyst estimates or industry averages; documents the substitution
Calculated EV off by >30% from reported Flags the divergence and revisits WACC/growth assumptions before presenting output

Limitations

  • Not investment advice. This skill produces research analysis, not recommendations. All outputs should be treated as a starting point for further investigation.
  • DCF sensitivity. Intrinsic value estimates are highly sensitive to WACC and growth rate assumptions. Small changes in inputs produce meaningfully different outputs — always review the sensitivity table.
  • Data freshness. Financial Datasets provides real-time prices during market hours; fundamental data (balance sheets, cash flows) is updated on a reporting lag and reflects the most recent filing.
  • High-growth and financial companies. DCF models are less reliable for pre-profitability companies, high-growth compounders, and financial institutions (which require DDM or residual income approaches instead).
  • Exa coverage. Exa's neural search excels at English-language sources. Coverage of non-English or regional financial media may be limited.

Disclaimer

This repository and the skills it contains are provided for informational and research purposes only. Nothing here constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always conduct your own due diligence and consult a licensed financial advisor before making investment decisions.

See LICENSE.txt for full terms.

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A Claude/Qwen/Gemini skill for institutional-grade investment research. Connects to live market data via MCP servers to deliver company deep dives, due diligence reports, competitive landscape analysis, market sentiment, and DCF-based intrinsic value estimates — all from natural language prompts.

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