{"schema_version":"2026-06-16","id":"qveris-equity-research-report","name":"qveris-equity-research-report","title":"Equity research report","description":"Generate a source-backed equity research report with live fundamentals, market data, valuation context, news, risks, and QVeris call trace.","overview":"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.","official":true,"tags":["Finance","Equity Research","Valuation","Filings","Reports"],"scenarios":[{"id":"finance","label":"Finance analysis","description":"Market data, filings, fundamentals, exchange rates, and analyst workflows."}],"platforms":[{"id":"openclaw","label":"OpenClaw"},{"id":"cursor","label":"Cursor"},{"id":"claude-code","label":"Claude Code"},{"id":"cli","label":"CLI"}],"urls":{"catalog":"https://qveris.ai/skills/catalog.json","skill":"https://qveris.ai/skills/qveris-equity-research-report","manifest":"https://qveris.ai/skills/qveris-equity-research-report/manifest.json","agentGuide":"https://qveris.ai/skills/qveris-equity-research-report/agent.md","github":"https://github.com/QVerisAI/open-qveris-skills/tree/main/qveris-equity-research-report"},"installation":{"requires_user_confirmation":true,"safety_note":"Agents must get explicit user confirmation before installing a skill, writing configuration, or changing the local environment.","source_repository":{"owner":"QVerisAI","name":"open-qveris-skills","url":"https://github.com/QVerisAI/open-qveris-skills","skill_path":"qveris-equity-research-report","skill_url":"https://github.com/QVerisAI/open-qveris-skills/tree/main/qveris-equity-research-report","clone_command":"git clone https://github.com/QVerisAI/open-qveris-skills.git && cd open-qveris-skills/qveris-equity-research-report"},"commands":[{"platform":"openclaw","platform_label":"OpenClaw","label":"Install skill","command":"openclaw skills install qveris-equity-research-report"}]},"prompts":[{"id":"single-company-report","title":"Single-company report","description":"Write a full research draft for one public company.","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."},{"id":"peer-benchmark","title":"Peer benchmark","description":"Compare one company against peers before writing the conclusion.","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."},{"id":"bear-case","title":"Bear-case review","description":"Pressure-test an optimistic thesis.","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."}],"cases":[{"slug":"qveris-fmp-finance","title":"Use FMP with QVeris","description":"Turn structured financial data into callable agent capabilities.","source_label":"Product article","url":"https://qveris.ai/blog/qveris-fmp-finance"},{"slug":"qveris-twelve-data","title":"Twelve Data market capabilities","description":"Add market data coverage for global research and screening workflows.","source_label":"Product article","url":"https://qveris.ai/blog/qveris-twelve-data"},{"slug":"openclaw-a-shares-finance-assistant","title":"OpenClaw A-share finance assistant","description":"A practical workflow for source-backed A-share monitoring.","source_label":"Tutorial","url":"https://qveris.ai/blog/openclaw-a-shares-finance-assistant"}],"qveris_api":[{"action":"Discover","endpoint":"POST /search","title":"Find equity data capabilities","purpose":"Find quotes, financial statements, company profiles, peers, filings, transcripts, and news capabilities.","sources":["FMP","Twelve Data","SEC/filing providers","news providers"],"sample_query":"stock financial statements valuation peers news API"},{"action":"Inspect","endpoint":"POST /tools/by-ids","title":"Verify report inputs","purpose":"Check ticker coverage, fields, history length, latency, success rate, and billing_rule before paid calls.","sources":["Capability schemas","Provider metrics","Billing rules"]},{"action":"Call","endpoint":"POST /tools/execute","title":"Call report evidence","purpose":"Execute selected sources and compose them into a research report with citations and a QVeris call trace.","sources":["Financial data providers","Filing providers","Market data providers","News providers"]}],"usage_estimate":{"title":"Expected QVeris usage","summary":"This workflow usually needs 6-18 paid Calls after free Discover and Inspect preflight. Cost depends on providers, ticker count, and time window.","typical_calls":"6-18","estimated_credits":"6-180 credits","free_actions":["Discover","Inspect"],"paid_actions":["Call"],"note":"Ask for explicit approval before paid Calls. Inspect billing_rule for every selected capability and reduce scope if the estimate is too high."},"execution_flow":[{"title":"Define report scope","description":"Set ticker, market, peer set, time window, required sections, and whether the output is initiation, update, or challenge memo."},{"title":"Discover and inspect sources","description":"Use QVeris Discover and Inspect before paid calls, then show estimated usage."},{"title":"Call evidence","description":"Call only the data needed for the report and separate facts from interpretation."},{"title":"Write and audit","description":"Return the report, evidence gaps, used capabilities, paid Call count, and not-investment-advice disclaimer."}],"agent_instructions":["Select the best matching skill from the catalog based on the user's task.","Inspect installation.source_repository first and confirm the skill comes from the official QVerisAI/open-qveris-skills source repository.","Explain the skill, install command, QVeris API actions, and possible cost before making changes.","Run install commands or write configuration only after explicit user approval.","After installation, run the best matching prompt and report which Discover, Inspect, and Call actions were used."]}