Initiating Coverage

This skill helps you build professional equity research reports from scratch. It uses a step by step workflow with five separate tasks. Each task must be done one at a time for better quality. You start with company research, then build a financial model, run valuation analysis, create charts, and finally assemble the final report. The process follows big bank standards like JPMorgan and Goldman Sachs. Anyone who needs a polished first time coverage report can benefit. The skill keeps things simple by delivering only what each task requires. No extra documents are made. This keeps your work clean and focused.

You control the pace by choosing one task at a time. The skill waits for your go ahead before moving to the next step. This allows you to review each deliverable before continuing. Tasks 3 through 5 need earlier work to be finished first. That ensures everything fits together.

Default font is Times New Roman in all documents unless you say otherwise. The outputs are clear and ready to use. You get research notes, Excel models, charts in a zip file, and a final Word report.