Financial Research Analyst Skills

Create comprehensive financial workflows powered by Bigdata.com MCP tools

Overview

Financial institutions often struggle to produce research reports that are consistent in precision, depth of reasoning, and output format.

After key financial events, teams face intense time pressure and fragmented workflows, which leads to uneven quality, inconsistent structure, and delayed coverage.

These skills guide LLMs through a repeatable research-and-writing process, while the Bigdata MCP tools provide direct access to Bigdata premium content for sourcing, validation, and contextual analysis.

✅ Reports can be generated quickly, at scale, and in a standardized format across the full portfolio.

Available Skills

Each skill is called by name, or your agent picks the right one from a plain request:

• In Claude, type / followed by the skill name, for example /bigdata-earnings-preview GOOGL.
• In ChatGPT and Grok, type @ followed by the skill name, for example @bigdata-earnings-preview GOOGL.
• Or just describe what you need, such as “create an earnings preview for GOOGL”, and the matching skill runs on its own.

Typing part of a name filters the list, so you can review what each skill produces before running it:

The skills have no hierarchy between them: every skill is independent and can be called on its own. The categories below, public securities, pre-IPO and macro, are only a way to display them.

Public securities

Skill	Description
bigdata-quick-take	Fast one-page PM view: current stance, the drivers that matter now, and the next catalyst.
bigdata-company-brief	Cited 30-day summary of what happened at a company and why it matters.
bigdata-investment-memo	Full institutional memo: thesis, variant perception, valuation, risks, and a recommendation.
bigdata-valuation-snapshot	Answers what a company is worth and whether it is cheap, fair, or rich.
bigdata-peer-comparables	Builds the peer set and compares valuation, growth, returns, and leverage like for like.
bigdata-variant-perception	States where your view differs from consensus as a specific, falsifiable claim.
bigdata-scenario-analysis	Bull, base, and bear cases with probability weights and an expected value.
bigdata-risk-assessment	Rates risks across six categories by likelihood and impact, with mitigation status.
bigdata-moat-governance-review	Assesses moat durability and whether management can be trusted with the capital.
bigdata-catalyst-monitor	Maps the dated events that could move a company over the next few quarters, ranked by expected impact.
bigdata-earnings-preview	Forward-looking setup ahead of the next print, with drivers, scenarios, and what to watch.
bigdata-earnings-digest	Post-print breakdown of results, segments, guidance, and surprises versus expectations.
bigdata-earnings-reaction	Tight post-earnings note with an explicit thesis check and the revisions the print forces.
bigdata-earnings-quality-screen	Screens reported earnings for accounting red flags: cash conversion, accruals, GAAP gap.

Pre-IPO and newly listed

Skill	Description
bigdata-pre-ipo-analysis	Balanced pre-IPO research note built from the S-1 or F-1 and market context.
bigdata-post-ipo-day1	First-trading-day reaction note for a newly listed company.
bigdata-post-ipo-day14	Day-14 note on potential NASDAQ-100 fast-track index inclusion and passive demand.
bigdata-post-ipo-day179	Day-179 note on the 180-day lock-up expiry, float overhang, and positioning.
bigdata-post-ipo-day365	Day-365 note on the founder lock-up expiry and float expansion.

Macro

Skill	Description
bigdata-country-analysis	Deep country economic analysis: growth, inflation, policy, labor, debt, and investment implications.
bigdata-regional-comparison	Compares regions or blocs across assets and turns it into an allocation recommendation.
bigdata-g7-comparison	Benchmarks the seven G7 economies side by side, including central bank divergence.
bigdata-thematic-research	Researches a macro theme and names the beneficiaries, the losers, and how to implement it.
bigdata-sector-analysis	Sector performance, valuations, themes, sub-industries, and upcoming catalysts.
bigdata-sector-playbook	Operational playbook for a sector: the KPIs that matter, how to value it, and screening criteria.
bigdata-cross-sector	Compares two or more sectors and turns the read into a rotation call.
bigdata-country-sector-analysis	Analyzes a specific sector inside a specific country or region, macro backdrop included.

Related Resources

Claude MCP Integration

Learn how to configure the Bigdata.com MCP connector in Claude

Install Bigdata plugin

Step-by-step installation guides for Claude, ChatGPT, and VS Code