Industry Landscape Research
Build structured sector reports covering market structure, competition, valuation, and investment themes.
The skill requires sourcing market-size data, distinguishing TAM hype from realistic addressable markets, and flagging stale data, providing basic source transparency and human-review cues. It does not define permission boundaries, data flows, sensitive-data handling, user confirmation, external effects, or rollback, so points are deducted.
The workflow is internally coherent and covers scope, market structure, competition, valuation, investment implications, and output. It lacks abnormal-input handling, dependency guarantees, failure feedback, determinism guidance, and skill-specific key-path tests; under static review this limits the score.
It identifies client reports, internal research, pitch material, sector initiations, thematic research, trigger phrases, depth, angle, and public/private-company scope. Non-fit boundaries, input formats, exclusion triggers, Chinese-language support, and mainland-China network fit are not specified, so points are deducted.
The document is readable and progressively structured, with output expectations, sourcing rules, freshness warnings, and Apache-2.0 licensing supported by repository context. The skill lacks its own versioning, changelog, maintenance owner, installation/dependency notes, examples, and troubleshooting guidance, so points are deducted.
The workflow covers the main components of an industry report and specifies market, competitive, valuation, chart, and appendix deliverables, making the core task plausible. However, it provides no templates, acquisition method, chart-generation procedure, or representative directly usable output, leaving substantial manual review and production work.
The skill calls for cited sources, methodology, dates, and stale-data flags; repository-wide validation and secret-scan workflows provide limited governance evidence. There are no skill-specific tests, third-party execution records, or corroborating research outputs, so the static evidence supports only a limited score.
- This is a research framework, not a data-access, fact-verification, template, or file-generation implementation; financial conclusions and valuation data require qualified review.
- Handling of sensitive client information, paid data connectors, permissions, external writes, and recovery from failures is unspecified.
- Chinese-language conventions and reachability of external research services from mainland-China networks are unspecified.
What it does & when to use it
This equity-research skill provides a framework for comprehensive industry and sector landscape reports. It covers market sizing and growth, industry structure, competitive positioning, valuation context, investment implications, and thematic trends. It supports client reports, sector initiations, thematic research, and internal knowledge building. The SKILL.md specifies no data connectors, scripts, or automated retrieval mechanism, so researchers must supply and verify source data.
It first defines the sector scope, purpose, report depth, analytical angle, and company universe. It then organizes TAM, historical and forecast growth, segmentation, concentration, value-chain analysis, business models, barriers to entry, trends, risks, technology disruption, regulation, M&A, and consolidation. For the top five to ten companies, it structures a comparison of revenue, growth, EBITDA margin, market share, differentiators, business descriptions, moats, recent developments, and valuation multiples. The planned deliverables include a Word document or PowerPoint, a competitive landscape map, valuation summary, key charts, and an Excel appendix with company data.
- An equity analyst is initiating coverage of a new sector and needs either a 5–10 page overview or a 20–30 page deep dive.
- An investment-banking or research team is preparing client materials that compare major players, market shares, and competitive advantages.
- A thematic-investing team is examining a theme such as AI infrastructure buildout and needs its drivers, disruption vectors, and catalysts mapped.
- An internal investment team is screening research opportunities through industry structure, valuation ranges, and bull-versus-bear debates.
Pros & cons
- Provides an end-to-end structure from scope definition through investment implications.
- Explicitly separates TAM hype from the realistic addressable market and calls for dating potentially stale data.
- Defines concrete outputs including a company comparison table, competitive positioning, valuation context, and charts.
- Fits client reports, sector initiations, thematic research, and internal knowledge building.
- The SKILL.md provides no data sources, connectors, scripts, or test suite.
- Market sizing, valuation, financials, and recent developments require external research and manual verification.
- It specifies Word, PowerPoint, and Excel deliverables without documenting a file-generation implementation.
- It is a research framework, not investment, legal, tax, or accounting advice.
How to install
In Cowork, open Settings → Plugins → Add plugin, paste https://github.com/anthropics/financial-services, and select the equity-research vertical. In Claude Code, run claude plugin marketplace add anthropics/financial-services, then claude plugin install equity-research@claude-for-financial-services. The source does not document standalone installation of this skill folder.
How to use
After installation, start with a request containing a supported trigger, such as “Create a sector overview of renewable energy” or “Prepare a deep-dive industry report on semiconductors.” Provide the sector definition, purpose, desired depth, thematic angle, company universe, and as-of date, and supply verifiable sources for market size, growth, valuation, and company data.