# GPTsApp Plugins decision brief ## Equity Research (claude-code) Format: gptsapp-plugin-decision-brief/1.0.0 Plugin ID: gpa:plugin:ca5b9a7ad5a50395c54668d54a516fe7c5949e9669cb248074ea40c4fc09681f Canonical: https://plugins.gptsapp.io/plugins/claude-code/anthropics/equity-research Source owner: anthropics Declared author: Anthropic FSI (manifest declaration) Repository: https://github.com/anthropics/financial-services Package root: plugins/vertical-plugins/equity-research Package format: claude-plugin Documented targets: Claude Code (claude-code) Documented targets are source declarations, not tested compatibility. Other interfaces remain unknown. Task scope: All recorded tasks Recorded tasks: Organize research (research); Prepare financial models (financial-modeling) Organize earnings evidence, coverage notes and model-update drafts; outputs are not investment recommendations. ### Version and observation scope Workflow-note version: 0.1.2 Workflow-note revision: 69cbc81467a5dced793eee03dec4658aa24ef856 Workflow-note observation: 2026-09-08T12:45:36.004Z Manifest version: 0.1.2 Manifest revision: 69cbc81467a5dced793eee03dec4658aa24ef856 Manifest observation: 2026-09-08T12:45:36.004Z Component observation scope: 69cbc81467a5dced793eee03dec4658aa24ef856 A manifest observation does not revalidate older component or prerequisite notes. ### Installation and delivery Package role: vertical-bundle Delivery boundary: Plugin-format workflow package. Cowork and Claude Code installation instructions are separate from Managed Agent deployment and provider access. Access: Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries. License declaration: Package license not established by this observation; reference-only directory metadata. A license declaration is not a directory redistribution or safety certification. Official installation: https://github.com/anthropics/financial-services Installation note: Publisher marketplace: claude-for-financial-services. Entry: equity-research. Exact package root: plugins/vertical-plugins/equity-research. Review publisher instructions and Claude host requirements; no installation is performed here. Distribution: claude-for-financial-services / equity-research; path plugins/vertical-plugins/equity-research; index revision 69cbc81467a5dced793eee03dec4658aa24ef856; package revision 69cbc81467a5dced793eee03dec4658aa24ef856 Distribution evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json ### Prerequisites by recorded task - required: Draft work products require review by a qualified professional; no investment, legal, tax or accounting advice is provided here. [Tasks: Organize research; Prepare financial models] Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md - unknown: Provider access and any subscription or API-key requirements must be checked for the intended data workflow. [Tasks: Organize research; Prepare financial models] Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md The complete prerequisite inventory has not been established; unknown does not mean optional, free or unnecessary. ### Included components and observation limits - Observed packaged skill files (Skills): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory. Recorded members: catalyst-calendar, earnings-analysis, earnings-preview, idea-generation, initiating-coverage, model-update, morning-note, sector-overview, thesis-tracker catalyst-calendar: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/skills/catalyst-calendar/SKILL.md earnings-analysis: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/skills/earnings-analysis/SKILL.md earnings-preview: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/skills/earnings-preview/SKILL.md idea-generation: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/skills/idea-generation/SKILL.md initiating-coverage: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/skills/initiating-coverage/SKILL.md model-update: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/skills/model-update/SKILL.md morning-note: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/skills/morning-note/SKILL.md sector-overview: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/skills/sector-overview/SKILL.md thesis-tracker: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/skills/thesis-tracker/SKILL.md - Observed packaged command files (Commands): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory. Recorded members: catalysts, earnings-preview, earnings, initiate, model-update, morning-note, screen, sector, thesis catalysts: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/commands/catalysts.md earnings-preview: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/commands/earnings-preview.md earnings: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/commands/earnings.md initiate: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/commands/initiate.md model-update: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/commands/model-update.md morning-note: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/commands/morning-note.md screen: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/commands/screen.md sector: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/commands/sector.md thesis: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/commands/thesis.md - Hook configuration file present (Hooks): File presence is not execution or safety verification. Exact member count: Unknown. Included Skill, Agent and Command files are not a request to install duplicate copies. File/configuration presence is not host activation. ### Source issues No separately recorded issue. This is not a safety review. ### Independent runtime states Package installed: Not observed External connection: Not observed Access authorized: Not observed Task completed: Not observed This brief includes no personal prerequisite answers, credentials or runtime checks. No winner, compatibility, safety or authorization verdict. ### Sources - https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json - https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research/.claude-plugin/plugin.json - https://github.com/anthropics/financial-services/tree/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/equity-research - https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md