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Finance Analysis · Agent Skill · 2026

AI Agent Generates Institutional-Grade Equity Research Reports in 10 Minutes

Stop spending 6 hours per research report. Install one skill and let your AI agent pull live fundamentals, valuations, news, and analyst consensus — then compile it into a structured, source-backed equity research report.

6hrs→10min
7
QVeris data sources per report
10min
research report time (vs 6hrs)
100%
source-cited, auditable output
Install the Skill →See a Sample Report

Every Research Report, You're Doing the Same Manual Labor

Before AI Agent
  • Manually export financials from Bloomberg/Wind
  • Build valuation models in Excel by hand
  • Search and read through analyst reports one by one
  • Aggregate ratings from multiple brokerage sites
  • Spend 2 more hours formatting the output
  • ~6 hours to deliver a single draft report
After Installing Equity Research Skill
  • Agent auto-pulls real-time fundamental data
  • Valuation metrics auto-calculated with peer comps
  • News and sentiment auto-aggregated and summarized
  • Analyst ratings and target prices auto-consolidated
  • Structured report output with data source citations
  • ~10 minutes to a usable institutional-grade draft

Not replacing analyst judgment. Replacing the 5 hours of data gathering.

See It Run Once

One prompt. Seven data sources. One complete report.

Q
OpenClaw Agent · stock-equity-research-report skill active
Claude 4 · QVeris Routing
Generate an equity research report for NVIDIA (NVDA), focusing on AI chip competitive position and valuation reasonableness.
🔧 finance.stock_quote → NVDA ✓ 180ms · 2cr 🔧 finance.fundamentals → NVDA ✓ 320ms · 5cr 🔧 finance.earnings → NVDA Q4 2025 ✓ 410ms · 8cr 🔧 finance.analyst_ratings → NVDA ✓ 290ms · 4cr 🔧 finance.sec_filing → NVDA 10-K ✓ 650ms · 6cr 🔧 market.news_search → NVDA AI chips ✓ 220ms · 3cr 🔧 market.valuation_comp → semiconductors ✓ 380ms · 5cr
Compiling report from 7 data sources · 33 credits total...
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
EQUITY RESEARCH REPORT
NVIDIA Corporation (NVDA) · NASDAQ
Generated: 2026-06-25 09:42 UTC · 33 QVeris credits
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📊 EXECUTIVE SUMMARY
Current Price: $892.41 (+2.3% today)
Market Cap: $2.19T · P/E: 47.2x · Forward P/E: 31.4x
Analyst Consensus: BUY (38 analysts)
Avg Target Price: $1,024 · Upside: +14.7%

💰 FINANCIAL HIGHLIGHTS (TTM)
Revenue: $113.0B (+122% YoY)
Gross Margin: 74.6% (+8.2pp YoY)
Operating Income: $68.4B (+225% YoY)
Free Cash Flow: $52.3B

🏆 COMPETITIVE POSITION
Data Center Revenue: $87.0B (77% of total)
H100/H200 GPU market share: ~85%
Key moat: CUDA ecosystem lock-in (20yr)
Primary threat: AMD MI300X ramp, custom ASICs

📈 VALUATION ANALYSIS
P/E vs Sector (47.2x vs 31.2x): Premium justified by
  - Revenue growth 3.9x sector avg
  - Margin expansion trajectory
  - Data center backlog visibility

⚠ KEY RISKS
- Customer concentration (Microsoft 13%, Meta 11%)
- Export control restrictions (China -15% revenue)
- AMD/Intel competitive response timeline

📰 RECENT CATALYSTS
[2026-06-20] NVDA announces Blackwell Ultra shipments
[2026-06-18] Microsoft expands Azure H200 cluster 3x
[2026-06-15] Q1 2027 guidance raised above consensus
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔗 DATA SOURCES (QVeris verified)
finance.fundamentals → FactSet · 320ms
finance.earnings → Edgar Direct · 410ms
finance.analyst_ratings → Bloomberg · 290ms
market.news_search → Reuters + Bloomberg · 220ms
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Total generation time: 8min 42sec · 33 credits (~¥3.30)
AI Agent Equity Research Report Architecture — 7 Data Sources to 1 Structured Report

What's Inside the Report

Every section is backed by live QVeris data — not training data guesses.

📊

Executive Summary

Price, market cap, P/E, analyst consensus, target price, upside potential — one-screen core conclusions.

finance.stock_quotefinance.analyst_ratings
💰

Financial Highlights

Revenue, gross margin, operating income, FCF — with YoY/QoQ comparison, auto-flagged beats/misses.

finance.earningsfinance.fundamentals
🏆

Competitive Position

Market share, core moat, primary threats, and industry landscape analysis.

market.industry_datafinance.sec_filing
🧮

Valuation Analysis

P/E, P/S, EV/EBITDA vs sector average — with premium/discount rationale explained.

market.valuation_compfinance.fundamentals
⚠️

Key Risks

Customer concentration, regulatory risk, competitive risk, macro sensitivity — structured risk checklist.

finance.sec_filingmarket.news_search
📰

Recent Catalysts

Last 30 days' major news, management comments, institutional moves — ranked by impact.

market.news_searchfinance.earnings

Who Uses This Skill

👤

Individual Investors

Full due diligence before buying — no more decisions based on gut feel and headlines

Let your agent do the heavy research lifting. Get an institutional-grade report before every investment decision, backed by live data, not stale training data.

"Research Tesla — is it worth buying right now?"
🏢

Private Equity Analysts

Rapid screening — generate reports on candidates, reserve deep judgment for final decisions

Screen 10 targets in the time it used to take for one. Auto-generate reports on each, then focus your expertise on the top picks that matter.

"Generate reports on the top 10 EV sector targets"
📋

Investment Advisors

When a client asks about a specific stock — deliver a data-backed response in 5 minutes

Never say "I'll get back to you" again. Generate a professional brief the moment a client asks, with live data and clear reasoning they can trust.

"Client asking about AAPL — generate a 2-page brief"
💻

Fintech Developers

Embed report generation into your product — one skill solves all data integration

Skip months of data vendor integration. One skill gives your product institutional-grade research reports with source-cited, auditable data from 7 verified providers.

"Batch-generate weekly reports for S&P 500 components"

Install in 3 Steps, Ready Immediately

Step 01

Get Your QVeris API Key

Free signup includes 1,000 credits. No credit card required.

Sign Up Free →
Step 02

Install the Skill

Run the install command in your agent environment.

openclaw skills install qveris-equity-research-report
# Install the QVeris equity research skill following:
https://qveris.ai/skills/qveris-equity-research-report/agent.md
# Set your API key:
QVERIS_API_KEY=your-key-here
$ qveris discover "equity research report"
→ qveris-equity-research-report ✓
Step 03

Tell Your Agent to Generate the First Report

Use natural language to tell your agent which company you want to research.

# Tell your agent:
"Generate an equity research report for [Company Name]"

# Agent auto-completes:
✓ Pull real-time fundamental data
✓ Aggregate analyst ratings
✓ Search recent news catalysts
✓ Output structured report with data sources

Traditional Research Workflow vs AI Agent

Traditional Manual ProcessAI Agent + This Skill
Data CollectionManually check 5-10 platformsAuto-pull 7 QVeris data sources
Time Cost4-6 hours8-12 minutes
Financial MetricsManual calculation & comparisonAuto-calculated + peer comps
Analyst RatingsCheck each brokerage individuallyAuto-consolidate consensus
News CatalystsManual search & organizeAuto-aggregate & rank by impact
Data ProvenanceNo trackingEach data point with QVeris execution ID
CostBloomberg terminal $2,000/month~¥3-5 per report
ScalabilityMax 3-5 reports/person/dayBatch generate, unlimited

Not replacing analyst judgment. Freeing analysts from data collection. Compare with Bloomberg Research →

Frequently Asked Questions

Are AI Agent generated equity research reports accurate?
All data in QVeris Equity Research Skill reports comes from live, verified data sources — FactSet →, Bloomberg →, Edgar Direct, and other institutional-grade providers. Every data point carries a QVeris execution ID and source annotation for traceable verification. AI handles structured compilation; the data itself comes from professional financial data vendors.
How much does generating one equity research report cost?
A standard equity research report calls approximately 7 QVeris capabilities, consuming about 30-40 credits (~¥3-4 RMB). New users receive 1,000 free credits on signup — enough for 25-30 complete reports — with no credit card required.
Does this support A-share (China) stock research?
Yes. QVeris covers China A-shares, Hong Kong stocks, and US equities. A-share data is provided through local data vendors and includes real-time quotes, financial statements, and regulatory filings. See the Finance domain at qveris.ai/capabilities/explore for full coverage.
Which agent environments are supported?
The skill supports OpenClaw, Cursor, Claude Code, and all MCP-compatible agent environments. It can also be called directly via CLI. See the skill detail page for install commands and configuration instructions.
Can the generated reports be exported or shared?
Agent-generated research reports are structured text that can be copied directly, exported as Markdown or PDF, or automatically sent via agent workflows to email, Slack, Lark (Feishu), and other channels.

Let the Agent Handle the Next Research Report

Install in 60 seconds. First 25 reports free with 1,000 signup credits. No credit card required.

openclaw skills install qveris-equity-research-report
25+ Reports Free

with 1,000 signup credits (~¥3-4 per report)

View Skill Details →Sign Up Free for API Key