QVeris
Skill Hub/qveris-equity-research-report
OfficialVerifiedMarkets / Financial research

Equity research report

by QVeris

Use this skill when an agent needs to turn a ticker or company name into a professional equity research draft. It routes through QVeris to discover, inspect, and call financial statement, quote, company profile, peer, filings, and news capabilities before composing the report.

Task value

Generate a source-backed equity research report with live fundamentals, market data, valuation context, news, risks, and QVeris call trace.

Best for

Investor research agents, portfolio monitors, and analyst workflows

Expected output

A source-backed research brief with evidence, risk notes, QVeris calls used, and estimated credits.

Supported agents4
Workflow cases3
Estimated credits6-180 credits
FinanceEquity ResearchValuationFilingsReports
Source repoManifest

Case Workflows

Each article or tutorial is treated as a reusable workflow source: content, copied prompt, QVeris API recipe, and expected output.

Content source

Product article

Use FMP with QVeris

Turn structured financial data into callable agent capabilities.

Copied prompt

Analyze NVDA using QVeris. Build an equity research report with business summary, latest price action, fundamentals, valuation context, peer comparison, recent filings or news, upside/downside risks, QVeris capabilities used, paid Call count, and what evidence is still missing.

QVeris API calls
DiscoverInspectCall
Expected result

Analyst memo · Markdown memo

Open case
Content source

Product article

Twelve Data market capabilities

Add market data coverage for global research and screening workflows.

Copied prompt

Use QVeris to compare AMD, NVDA, and INTC across revenue growth, margin trend, valuation, market reaction, news catalysts, and key risks. Rank the evidence quality before giving a view.

QVeris API calls
DiscoverInspectCall
Expected result

Signal table · Table

Open case
Content source

Tutorial

OpenClaw A-share finance assistant

A practical workflow for source-backed A-share monitoring.

Copied prompt

Use QVeris to challenge the bull case for AAPL. Pull financials, recent news, filings, and peer valuation, then produce the strongest bear-case memo and the evidence that would disprove it.

QVeris API calls
DiscoverInspectCall
Expected result

Audit appendix · JSON / appendix

Open case

Prompt Templates

Starter prompts that turn the skill into executable agent work.

Single-company report

Write a full research draft for one public company.

Analyze NVDA using QVeris. Build an equity research report with business summary, latest price action, fundamentals, valuation context, peer comparison, recent filings or news, upside/downside risks, QVeris capabilities used, paid Call count, and what evidence is still missing.

Peer benchmark

Compare one company against peers before writing the conclusion.

Use QVeris to compare AMD, NVDA, and INTC across revenue growth, margin trend, valuation, market reaction, news catalysts, and key risks. Rank the evidence quality before giving a view.

Bear-case review

Pressure-test an optimistic thesis.

Use QVeris to challenge the bull case for AAPL. Pull financials, recent news, filings, and peer valuation, then produce the strongest bear-case memo and the evidence that would disprove it.

Expected Outputs

The formats an agent should return after the workflow runs, with enough structure for reuse and auditing.

Markdown memo

Analyst memo

A concise research memo with conclusion, evidence, dissent, and caveats.

Sections
  • Scope
  • Key findings
  • Evidence table
  • Risks and dissent
  • QVeris calls and credits
Table

Signal table

A scan-friendly table for tickers, sources, events, or watchlist items.

Sections
  • Subject
  • Signal
  • Evidence strength
  • Market relevance
  • Next verification
JSON / appendix

Audit appendix

A provenance record of capabilities, sources, windows, and estimated cost.

Sections
  • capabilities_used
  • sources
  • paid_calls
  • estimated_credits

QVeris API Recipe

The concrete Discover, Inspect, and Call sequence this skill expects the agent to run.

Recipe step 01DiscoverPOST /search

Find equity data capabilities

Find quotes, financial statements, company profiles, peers, filings, transcripts, and news capabilities.

Sample query: stock financial statements valuation peers news API

FMPTwelve DataSEC/filing providersnews providers
Recipe step 02InspectPOST /tools/by-ids

Verify report inputs

Check ticker coverage, fields, history length, latency, success rate, and billing_rule before paid calls.

Capability schemasProvider metricsBilling rules
Recipe step 03CallPOST /tools/execute

Call report evidence

Execute selected sources and compose them into a research report with citations and a QVeris call trace.

Financial data providersFiling providersMarket data providersNews providers

QVeris Usage & Cost

A planning estimate before execution. Discover and Inspect are free; successful Call execution follows the selected provider billing rule.

Typical paid calls6-18
Estimated credits6-180 credits
Free actions
DiscoverInspect
Paid action
Call

Expected QVeris usage

This workflow usually needs 6-18 paid Calls after free Discover and Inspect preflight. Cost depends on providers, ticker count, and time window.

Ask for explicit approval before paid Calls. Inspect billing_rule for every selected capability and reduce scope if the estimate is too high.

Installation

Install the skill in the target agent environment. Agents must ask before running commands or changing local configuration.

Official GitHub source

This is the source of record for QVeris skills. Inspect or fork the skill folder before installing it in an agent environment.

Open source
Source pathQVerisAI/open-qveris-skills/qveris-equity-research-report
git clone https://github.com/QVerisAI/open-qveris-skills.git && cd open-qveris-skills/qveris-equity-research-report
Install skillOpenClaw
openclaw skills install qveris-equity-research-report

Agent Execution Flow

The visible chain the agent should expose after the user copies a prompt.

01

Define report scope

Set ticker, market, peer set, time window, required sections, and whether the output is initiation, update, or challenge memo.

02

Discover and inspect sources

Use QVeris Discover and Inspect before paid calls, then show estimated usage.

03

Call evidence

Call only the data needed for the report and separate facts from interpretation.

04

Write and audit

Return the report, evidence gaps, used capabilities, paid Call count, and not-investment-advice disclaimer.

Install policy

Read manifest and agent.md first. Explain the install command, API actions, and possible credit usage. Wait for explicit approval before making local changes.

Equity research report — Skill Hub | QVeris