ByteMint Guide

Claude Equity Research Plugin

IPO Assessment & Initiating Coverage Guide

Build a full IPO assessment report in one session. Deep research, financial model, valuation, thirty charts, and a 40-page final report. All inside Claude.

Note: This guide was written when Claude chat and Cowork were separate. They have since been merged into one Claude experience, so references to Cowork (and the screenshots) now just mean working in Claude. The steps are the same.
How to Install
1
Step

Open Claude Cowork

Open the Claude desktop app and click Cowork in the left sidebar.

2
Step

Install the Financial Services Marketplace

Go to Customize → Plugins → Add → Add Marketplace. Find Financial Services and click Add.

Anthropic sources dialog showing Financial Services marketplace added
3
Step

Open Plugin Settings

Click Customize, then click Plugins in the sidebar.

4
Step

Find and Install Equity Research

Click Browse Plugins, search Equity Research, and click the + to install.

Plugin directory search showing Equity Research plugin from Anthropic FSI
5
Step

Start a New Conversation

Go back to Cowork and open a new conversation. Type /initiating-coverage to begin.

Claude Cowork chat with /initiating-coverage command typed in the input

Run your IPO assessment

Type the command in the chat and tell Claude which company you want covered. Claude maps out five tasks and walks you through each one in sequence.

Command
/initiating-coverage
Prompt
I want you to do an IPO assessment of [Company Name]. Run all five tasks end to end. Start with Task 1 and wait for my confirmation before moving to the next task.
Claude running Task 1 — researching the company across web sources and building the research document

What You Get

Five tasks, one session. Each output is ready to read, share, or hand off without further formatting work.

Jio Platforms IPO assessment report — cover page with rating, price target, and investment thesis summary
30 professional charts generated — revenue growth trajectory and revenue by product segment
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