This project offers an AI-native plugin for Claude Code, enabling institutional-grade equity research and trading analysis. It targets engineers, researchers, and power users by automating comprehensive financial analysis, generating professional buy/sell recommendations, and providing detailed risk assessments powered by Claude AI. The benefit is access to Wall Street-standard investment insights with advanced market intelligence and a structured analytical framework.

How It Works

Leveraging Claude AI and an AI-native workflow via Claude Code CLI, the system integrates real-time market data and financial statements for fundamental analysis. It incorporates technical indicators, options flow, and insider trading data for enhanced market intelligence. The core approach generates professional reports with specific formatting, bull/base/bear valuation scenarios weighted by probability, and comprehensive risk assessments, aiming for institutional-grade output.

Quick Start & Requirements

• Prerequisites: Claude Code CLI (v2.0.11+), a paid Claude subscription (Pro, Team, or Enterprise), and an internet connection.
• Installation (Recommended): Use the Claude Code plugin marketplace: /plugin marketplace add quant-sentiment-ai/claude-equity-research, then install via the plugin menu. A restart of Claude Code is recommended.
• Quick Start (Manual): Install the /trading-ideas command by downloading trading-ideas.md to ~/.claude/commands/. Basic usage: /trading-ideas AAPL. Enhanced analysis: /trading-ideas HOOD --detailed.
• Links: Documentation, issue reporting, discussions, and changelog links are mentioned but not directly provided.

Highlighted Details

• Institutional Output: Generates Wall Street-standard reports with executive summaries, fundamental/technical analysis, and price targets.
• AI-Driven Intelligence: Incorporates options flow, unusual activity, insider trading, and sector rotation trends.
• Valuation & Risk: Employs probability-weighted bull/base/bear scenarios and provides risk assessments with position sizing guidance (1-5%).
• ESG & Governance: Assesses sustainability scores and regulatory compliance.

Maintenance & Community

The project welcomes contributions and community feedback. Issue reporting and discussion channels are indicated within the README.

Licensing & Compatibility

Licensed under the MIT License, permitting commercial use and integration into closed-source projects.

Limitations & Caveats

This tool is strictly for educational/research purposes, not financial advice, and does not consider individual circumstances. Analysis relies on historical data; users must conduct independent due diligence. Stock prices are volatile, AI analysis may contain errors, and not all risks may be captured. Professional financial consultation is advised.