investment-report-reader SKILL.md skillA

investment-report-reader from hhfinai/claude-equity-research-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add hhfinai/claude-equity-research-skills/investment-report-reader@git:20260415.28f28a5

Pins git:20260415.28f28a5 in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
hhfinai/claude-equity-research-skills
Path
investment-report-reader/SKILL.md
Versions recorded
1
Latest version
git:20260415.28f28a5, committed Apr 15, 2026
Size
60,617 bytes
Repository stars
10
License
MIT

Read and extract content from PDF investment reports — sell-side notes (GS/MS/JPM/UBS/Citi/BofA), 10-Ks, annual reports, fund factsheets, manager commentaries, and macro outlooks. Specialises in CHARTS, TABLES, and IMAGES that text-only extraction silently misses (most research charts are vector and invisible to pdfimages). Handles MULTI-REPORT TRIANGULATION when 2+ reports cover the same name, comparing forecasts, valuation methods, and surfacing coverage gaps. When the user has a company of…

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# Investment Report Reader

**Version: 3.3** — adds missing-report detection, the EPS/PT/spot three-way race diagnostic (Rule 13), broadens Rule 12 from framework-switch to definition-switch, lowers the sector-mining threshold to single-paragraph mentions, requires bull-case sanity-checks against prior-cycle peaks, requires unit-consistency checks across estimate trajectories, and adds the unstated-falsifier prompt to every playbook. See changelog at the end of this file.

A specialised PDF reading skill for investment research documents. Built on top of the public `pdf-reading` skill but tuned for the specific structure, vocabulary, and extraction targets of investment reports.

## When this skill applies

Trigger on any PDF that is:
- **Sell-side research** — broker notes, initiations, company updates, sector primers, strategy notes
- **Company filings** — annual reports, 10-K / 10-Q / 20-F, interim reports, prospectuses
- **Fund documents** — factsheets, monthly/quarterly commentaries, KIIDs, holdings reports
- **Buy-side internal research** — investment memos, IC papers, pitch books
- **Macro / strategy** — house view documents, outlook reports, central bank publications
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add hhfinai/claude-equity-research-skills/investment-report-reader@sha256:5a6181b1efadaabe

The line at the top of this page pins the label git:20260415.28f28a5, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_itooi63vlhuwncqq.svg)](https://markdownregistry.com/a/art_itooi63vlhuwncqq)

3 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 1 version of this file, committed on Apr 15, 2026.

versioncommittedcommitsizeaudit
git:20260415.28f28a5 latest2026-04-15 28f28a5 60,617 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (60617 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

hhfinai/claude-equity-research-skills · 10 stars · license MIT · pushed 2026-10-21 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_itooi63vlhuwncqq
GET https://markdownregistry.com/api/v1/resolve?ref=hhfinai/claude-equity-research-skills/investment-report-reader
GET https://markdownregistry.com/api/v1/blob/5a6181b1efadaabe9a12062071f942c0d796940661f0bc8eab190fb1db9fad70

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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