Investment Report Reader

by HHFinAi · data-analytics · python, rust, go, bash, skill

Read and extract content from PDF investment reports — sell-side notes (GS/MS/JPM/UBS/Citi/BofA), 10-Ks, annual reports, fund factsheets, manager commentaries, and macro outlooks. Specialises in CHARTS, TABLES, and IMAGES that text-only extraction silently misses (most research charts are vector and invisible to pdfimages). Handles MULTI-REPORT TRIANGULATION when 2+ reports cover the same name, comparing forecasts, valuation methods, and surfacing coverage gaps. When the user has a company of...

Source: https://github.com/HHFinAi/claude-equity-research-skills

Install

git clone https://github.com/HHFinAi/claude-equity-research-skills

Tags: python, rust, go, bash, skill

4 GitHub stars · Source: skillsdirectory

About data-analytics MCP servers and Claude skills

data-analytics MCP servers extend what AI agents can do inside Claude Code, Cursor, Copilot, Codex, and Windsurf. The Skiln directory indexes 16,000+ such integrations across 22 categories.

Investment Report Reader is one of hundreds of data-analytics entries indexed on Skiln. Browse the full data-analytics category or the complete directory of Claude skills, MCP servers, agents, commands, and hooks.

Related data-analytics MCPs and skills

  • Corporate Network Analysis by HHFinAi

    Systematic framework for analyzing corporate networks to generate investment alpha. Use when analyzing supplier-customer relationships, director interlocks, executive networks, insider holdings patterns, or identifying M&A signals through board connections. Triggers on supply chain analysis, customer momentum, board interlock, director network, connected party analysis, relationship mapping, or network-based investment research.

  • Earnings Analysis by HHFinAi

    Institutional-quality earnings analysis for public equities. Parses 10-Qs, earnings releases, and call transcripts into a 4-layer framework (Parse → Compare → Diagnose → Decide), runs a mechanical scoring engine that produces a composite verdict across beat quality, operational health, and management signals, and outputs a one-page earnings sheet, full memo (Word doc), risk map, or trade note. Use when asked to analyse earnings, review quarterly results, parse a 10-Q, summarise an earnings ca...

  • Growth Stock Analysis by HHFinAi

    Comprehensive framework for analyzing growth stocks using competitive moat theory, technology adoption dynamics, narrative economics, management quality assessment, and platform strategy. Use when asked to analyze growth companies, evaluate competitive positions, assess technology investments, or build investment theses for high-growth equities.

  • Supply Chain Pass Through by HHFinAi

    Map listed-equity beneficiaries of a secular trend across the supply chain, then substantiate each with earnings call evidence (backlog, book-to-bill, guide raises, Q&A admissions, mix shifts). Decomposes multi-mechanism themes into sub-themes, flags cost-bearer nodes, subtracts captive capacity, and classifies each node as value captor, volume taker, optionality, or cost bearer. Use when asked "who benefits from X", "supply chain beneficiaries", "pass-through analysis", "thematic basket", "p...

  • Thematic Investment Research by HHFinAi

    Comprehensive framework for conducting institutional-quality thematic investment research. Use when the user asks to: (1) Identify and validate investment themes, (2) Analyze thematic market opportunities and value chains, (3) Build a thematic stock universe and screen candidates, (4) Conduct company deep dives with thematic focus, (5) Value companies using theme-appropriate methodologies, (6) Assess theme-level and company-level risks, (7) Write thematic research reports, (8) Design portfoli...

  • Pg by juspay

    Write essays, articles, and blog posts in Paul Graham's voice — plain, spoken prose that reasons out loud and lands surprising true claims, not AI filler. Use when asked to write or rewrite something "like Paul Graham", "in PG's style", or to make a piece read like a person thinking on the page rather than generated text. Built from a stylistic model of 18 of his essays (see SOURCES.md).

  • Talk by juspay

    Enter talk mode — conversation and research, no repo changes. ONLY invoke when the user explicitly types `/talk` or `$talk`; never auto-select from a natural-language question or design discussion.

  • backend-setup-stack by WESTsyre21

    Bootstraps a local Node.js backend development stack with Docker, PostgreSQL, and an ORM (Prisma or Sequelize). Use this skill whenever the user wants to: initialize a new backend project, set up a Dockerized database locally, wire up an ORM with automated migrations, scaffold an Express server with a health endpoint, or repair a broken local dev environment involving Docker + Postgres. Also trigger when the user mentions any of: "set up backend", "docker postgres", "prisma setup", "sequelize...

Frequently asked questions

How do I install Investment Report Reader?

Add the install command above to your Claude Code, Cursor, or Windsurf MCP configuration. Most servers register via npx, a local command, or a Docker image. Refer to the source repository for environment variables and credential requirements.

Which clients support Investment Report Reader?

Any MCP-compatible client works: Claude Desktop, Claude Code CLI, Cursor, Windsurf, Zed, and VS Code with the official MCP extension. OpenAI Codex and GitHub Copilot increasingly support MCP via adapter bridges.

Is Investment Report Reader free?

The server itself is typically open source. Any upstream service (API keys, paid tiers, hosted infrastructure) may have its own pricing. Check the source repository for details.