Last week @claudeai released the Equity Research plugin and of...
Dhanesh Gianani@dhanesh500
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Mar 03, 2026
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Last week @claudeai released the Equity Research plugin and of course I had to check it out
Sharing all the details below on how to use it along with the outputs, so you can see for yourself.
Bookmark this thread & read till the end📌
Sharing all the details below on how to use it along with the outputs, so you can see for yourself.
Bookmark this thread & read till the end📌
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- Download Claude for Desktop
- Get a Pro Plan
- Install the Equity Research plugin
claude.com/plugins/equity…
- Get a Pro Plan
- Install the Equity Research plugin
claude.com/plugins/equity…
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First - some context. The Equity Research plugin is one of 5 finance plugins. It sits alongside Financial Analysis, Investment Banking, Private Equity, and Wealth Management.
It has 4 core capabilities: Earnings Analysis, Initiating Coverage, Morning Notes, and Idea Screening.
It has 4 core capabilities: Earnings Analysis, Initiating Coverage, Morning Notes, and Idea Screening.
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- Click the Plus icon on the bottom left and select the Equity Research plugin
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I picked Eternal (formerly Zomato) as my test case. Why? Because it's arguably the most complex story in Indian markets right now
food delivery, quick commerce (Blinkit), District, B2B supply (Hyperpure), an accounting change, AND a CEO transition all in one quarter.
food delivery, quick commerce (Blinkit), District, B2B supply (Hyperpure), an accounting change, AND a CEO transition all in one quarter.
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The inputs: I uploaded Eternal's Q3 FY26 shareholder letter PDF and the full earnings call transcript.
Then I ran the command: /earnings ETERNAL Q3FY26
Then I ran the command: /earnings ETERNAL Q3FY26
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Output #1 : The Post-Earnings Update Report.
A 10-page institutional-grade earnings note with beat/miss analysis, segment-by-segment breakdown (Food Delivery, Blinkit, District, Hyperpure - each separately), estimate revisions, SOTP valuation, and bull/base/bear scenarios
A 10-page institutional-grade earnings note with beat/miss analysis, segment-by-segment breakdown (Food Delivery, Blinkit, District, Hyperpure - each separately), estimate revisions, SOTP valuation, and bull/base/bear scenarios
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Output #2 : The Initiating Coverage Report.
I ran: /coverage ETERNAL
15 pages. Business model analysis, TAM sizing, competitive positioning vs Swiggy/Zepto.
It even flagged the Deepinder to Albinder CEO transition as a governance catalyst
I ran: /coverage ETERNAL
15 pages. Business model analysis, TAM sizing, competitive positioning vs Swiggy/Zepto.
It even flagged the Deepinder to Albinder CEO transition as a governance catalyst
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Output #3 : The Morning Note.
I ran: /morning-note
A 2-page pre-market briefing with overnight block trade data, Blinkit store expansion updates, competitive intelligence on Zepto, and a tracker showing brokerages revised targets upward post Q3.
Formatted exactly like an institutional sell-side morning note.
I ran: /morning-note
A 2-page pre-market briefing with overnight block trade data, Blinkit store expansion updates, competitive intelligence on Zepto, and a tracker showing brokerages revised targets upward post Q3.
Formatted exactly like an institutional sell-side morning note.
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My honest assessment after a weekend with this:
- Quality: Comfortably replacing 70% of the grunt work that goes into producing research.
- Speed: What takes a 2-person research team 6-8 hours was done in under 15 minutes across all 3 outputs.
- Weakness: It still hallucinates historical numbers occasionally. Always verify the data, the framework and structure are excellent though !
- Quality: Comfortably replacing 70% of the grunt work that goes into producing research.
- Speed: What takes a 2-person research team 6-8 hours was done in under 15 minutes across all 3 outputs.
- Weakness: It still hallucinates historical numbers occasionally. Always verify the data, the framework and structure are excellent though !
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Currently in the Equity Research plugin they have 9 commands and I'm sure many more will be coming very soon
STUNNING !
STUNNING !
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Link to the output files: drive.google.com/drive/folders/…
