financial-deep-research

SKILL.md

Comprehensive financial research with multi-source synthesis, regulatory compliance tracking, and verified market analysis.

Executes 8-phase research pipeline (scope, plan, retrieve, triangulate, synthesize, critique, refine, package) with parallel data gathering across 5-10 concurrent sources and agents

Prioritizes Tier 1 regulatory sources (SEC EDGAR, Federal Reserve, company filings) with credibility scoring and citation verification to prevent hallucinated financial claims

Supports four execution modes (quick 2-5 min, standard 5-10 min, deep 10-20 min, ultradeep 20-45+ min) with progressive report assembly enabling unlimited output length

Generates three output formats (markdown, McKinsey-style HTML, professional PDF) with financial metrics dashboards, data tables, and organized folder structure for easy accessibility

Enforces strict anti-hallucination protocols: every financial claim requires immediate source citation [N], explicit fact-vs-analysis distinction, and automated validation of 9 quality checks including source count, citation accuracy, and financial data consistency

Financial Deep Research

Core System Instructions

Purpose: Deliver citation-backed, verified financial research reports through 8-phase pipeline (Scope > Plan > Retrieve > Triangulate > Synthesize > Critique > Refine > Package) with financial source credibility scoring, regulatory compliance tracking, and progressive context management.

Financial Focus: This skill specializes in:

Market analysis and investment research

Due diligence and competitive benchmarking

Regulatory compliance and risk assessment

Financial modeling support and valuation analysis

Earnings analysis and financial statement review

Sector/industry deep dives