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What is cc-equity-research?

prof-little-bear/cc-equity-research — explained in plain English

Analysis updated 2026-05-18

43Audience · researcherComplexity · 2/5Setup · easy

In one sentence

A Claude Code toolkit that turns it into a stock research assistant with 24 analysis skills and one affordable financial data connector.

Mindmap

mindmap
  root((CC Equity Research))
    What it does
      Adds equity research skills
      Connects one data source
      Adapts tone to the user
    Tech stack
      Claude Code
      drillr MCP
      Markdown skill files
    Use cases
      Idea generation and screens
      Company deep dive analysis
      Position and thesis monitoring
      Macro economic research
    Audience
      Retail investors
      Independent analysts
    Commands
      slash discover
      slash analyze
      slash monitor
      slash macro

Code map

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filefunction / class

What do people build with it?

USE CASE 1

Research a stock idea using themed screens like supply chain or federal contracts.

USE CASE 2

Run a deep dive analysis on a single company's earnings and financial forensics.

USE CASE 3

Monitor an existing position with a watchlist, thesis check, or event radar.

USE CASE 4

Ask macroeconomic questions like whether the labor market is softening.

What is it built with?

Claude CodeMCPMarkdown

How does it compare?

prof-little-bear/cc-equity-researchalibaba/omnidoc-tokenbencharccalc/dwmfix
Stars434343
LanguagePythonPython
Setup difficultyeasymoderateeasy
Complexity2/53/52/5
Audienceresearcherresearchergeneral

Figures from each repo's GitHub metadata at analysis time.

How do you get it running?

Difficulty · easy Time to first run · 5min

Requires Claude Code installed and authenticating with the drillr MCP data connector on first launch.

No license information was provided in the README, so usage rights are unclear.

So what is it?

CC Equity Research Toolkits is a configuration package that transforms the Claude Code AI assistant into a stock research agent. It combines Anthropic's official nine equity research skill templates with fifteen additional community built analysis workflows, all backed by a single data connection that provides financial statements, SEC filings (the official documents public companies must file with US regulators), earnings call transcripts, supply chain relationships, and alternative data like government contracts and hiring trends. The practical problem it addresses is that Anthropic's original skill templates were designed to work with expensive institutional data subscriptions. The README explains that the official reference setup wires those skills to eleven separate institutional data providers, each often costing fifteen to thirty thousand dollars per seat per year, well beyond what an independent analyst or academic researcher could justify. This project replaces that entire stack with one data connector called drillr, which has a free tier suitable for individual investors and independent analysts, plus a communication layer that adjusts its language for whoever is using it, since the original skill templates assumed a professional sell-side audience. Four slash commands organize the 24 workflows: one for discovering investment ideas and themes, one for deep dives into individual companies, one for monitoring existing positions, and one for macroeconomic research. Each command opens a short menu of more specific workflows within that category. You can also just type a plain language request, such as asking for financial forensics on a specific ticker, and the system routes it to the right workflow automatically without needing to know the exact command. The toolkit also adapts its communication style based on who is using it. Two configuration files control this: one sets whether a session shows onboarding guidance for new users, and another lets you specify your experience level, preferred depth, and tone, whether you want output that reads like an institutional sell-side research note, a conversational explanation, or something in between. These preferences can shift automatically mid-conversation based on how you phrase questions. It covers US and Japanese equities, and you need Claude Code installed to use it.

Copy-paste prompts

Prompt 1
Explain how CC Equity Research Toolkits replaces expensive institutional data feeds with drillr.
Prompt 2
Walk me through installing this toolkit and connecting it inside Claude Code.
Prompt 3
Show me the difference between the four slash commands: discover, analyze, monitor, macro.
Prompt 4
Help me set my style.md so responses read as conversational rather than institutional.
Prompt 5
Run financial forensics on a company ticker using this toolkit's skills.

Frequently asked questions

What is cc-equity-research?

A Claude Code toolkit that turns it into a stock research assistant with 24 analysis skills and one affordable financial data connector.

What license does cc-equity-research use?

No license information was provided in the README, so usage rights are unclear.

How hard is cc-equity-research to set up?

Setup difficulty is rated easy, with roughly 5min to a first successful run.

Who is cc-equity-research for?

Mainly researcher.

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