Equity Research With Cited Sources
Combine live fundamentals, valuation, consensus, news, risks, and citations into an analyst-ready report.
Every Research Report, You're Doing the Same Manual Labor
- Manually export financials from Bloomberg/Wind
- Build valuation models in Excel by hand
- Search and read through analyst reports one by one
- Aggregate ratings from multiple brokerage sites
- Spend 2 more hours formatting the output
- ~6 hours to deliver a single draft report
- Agent auto-pulls real-time fundamental data
- Valuation metrics auto-calculated with peer comps
- News and sentiment auto-aggregated and summarized
- Analyst ratings and target prices auto-consolidated
- Structured report output with data source citations
- ~10 minutes to a usable institutional-grade draft
Not replacing analyst judgment. Replacing the 5 hours of data gathering.
See It Run Once
One prompt. Seven data sources. One complete report.
Market Cap: $2.19T · P/E: 47.2x · Forward P/E: 31.4x
Analyst Consensus: BUY (38 analysts)
Avg Target Price: $1,024 · Upside: +14.7%
Gross Margin: 74.6% (+8.2pp YoY)
Operating Income: $68.4B (+225% YoY)
Free Cash Flow: $52.3B
H100/H200 GPU market share: ~85%
Key moat: CUDA ecosystem lock-in (20yr)
Primary threat: AMD MI300X ramp, custom ASICs
- Revenue growth 3.9x sector avg
- Margin expansion trajectory
- Data center backlog visibility
- Export control restrictions (China -15% revenue)
- AMD/Intel competitive response timeline
[2026-06-18] Microsoft expands Azure H200 cluster 3x
[2026-06-15] Q1 2027 guidance raised above consensus
finance.earnings → Edgar Direct · 410ms
finance.analyst_ratings → Bloomberg · 290ms
market.news_search → Reuters + Bloomberg · 220ms
What's Inside the Report
Every section is backed by live QVeris data — not training data guesses.
Executive Summary
Price, market cap, P/E, analyst consensus, target price, upside potential — one-screen core conclusions.
Financial Highlights
Revenue, gross margin, operating income, FCF — with YoY/QoQ comparison, auto-flagged beats/misses.
Competitive Position
Market share, core moat, primary threats, and industry landscape analysis.
Valuation Analysis
P/E, P/S, EV/EBITDA vs sector average — with premium/discount rationale explained.
Key Risks
Customer concentration, regulatory risk, competitive risk, macro sensitivity — structured risk checklist.
Recent Catalysts
Last 30 days' major news, management comments, institutional moves — ranked by impact.
Who Uses This Skill
Individual Investors
Let your agent do the heavy research lifting. Get an institutional-grade report before every investment decision, backed by live data, not stale training data.
Private Equity Analysts
Screen 10 targets in the time it used to take for one. Auto-generate reports on each, then focus your expertise on the top picks that matter.
Investment Advisors
Never say "I'll get back to you" again. Generate a professional brief the moment a client asks, with live data and clear reasoning they can trust.
Fintech Developers
Skip months of data vendor integration. One skill gives your product institutional-grade research reports with source-cited, auditable data from 7 verified providers.
Install in 3 Steps, Ready Immediately
Get Your QVeris API Key
Free signup includes 1,000 credits. No credit card required.
Get a Free API KeyInstall the Skill
Run the install command in your agent environment.
/guides/skill-equity-research-report/agent.md
# Set your API key:
QVERIS_API_KEY=your-key-here
→ qveris-equity-research-report ✓
Tell Your Agent to Generate the First Report
Use natural language to tell your agent which company you want to research.
"Generate an equity research report for [Company Name]"
# Agent auto-completes:
✓ Pull real-time fundamental data
✓ Aggregate analyst ratings
✓ Search recent news catalysts
✓ Output structured report with data sources
Traditional Research Workflow vs AI Agent
| Traditional Manual Process | AI Agent + This Skill | |
|---|---|---|
| Data Collection | Manually check 5-10 platforms | Auto-pull 7 QVeris data sources |
| Time Cost | 4-6 hours | 8-12 minutes |
| Financial Metrics | Manual calculation & comparison | Auto-calculated + peer comps |
| Analyst Ratings | Check each brokerage individually | Auto-consolidate consensus |
| News Catalysts | Manual search & organize | Auto-aggregate & rank by impact |
| Data Provenance | No tracking | Each data point with QVeris execution ID |
| Cost | Bloomberg terminal $2,000/month | Inspect before calling |
| Scalability | Max 3-5 reports/person/day | Batch generate, unlimited |
Not replacing analyst judgment. Freeing analysts from data collection. Compare with Bloomberg Research →