Idea Generation
AnthropicOfficialPublished by Anthropic
- Skill
- Research and analysis
- Business and productivity
- Apache-2.0
- No issues found
AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
This skill provides a structured process for investment professionals to generate new stock ideas. It guides the user through defining search parameters, executing quantitative screens across various investment styles (Value, Growth, Quality, Short, Special Situations), and conducting thematic research. The workflow concludes with a standardized presentation format for shortlisted candidates, ensuring that each idea is supported by a clear thesis, key metrics, and identified risks.
What it does
- Guides users through defining investment search criteria including style, sector, and geography.
- Executes quantitative screens for value, growth, quality, short, and special situation opportunities.
- Performs thematic sweeps to identify beneficiaries of specific market trends.
- Generates a standardized one-page summary for each identified investment candidate.
- Provides a comparative table of metrics across all generated ideas.
- Suggests actionable next steps for deep-dive diligence.
When to use it
- When you need to generate a fresh list of long or short investment candidates.
- When conducting a thematic sweep to find companies exposed to specific market trends.
- When you need to run quantitative screens based on specific investment styles.
- When you require a structured format to present and compare potential investment ideas.
Advantages
- Ensures a disciplined and repeatable approach to idea generation.
- Reduces bias by forcing the documentation of a clear thesis and catalyst.
- Standardizes the output format for easier comparison between different investment opportunities.
- Helps identify both direct and second-order beneficiaries of market themes.
Usage examples
- “Screen for mid-cap value stocks in the US with insider buying.”
- The agent will filter for mid-cap companies meeting value criteria and cross-reference with recent insider purchase data, presenting a list of candidates with key valuation metrics.
- “Pitch me some short ideas in the retail sector.”
- The agent will apply the short screen criteria to the retail sector, identifying companies with deteriorating fundamentals or accounting red flags and providing a summary of the short thesis.
- “Find me new ideas related to the AI infrastructure theme.”
- The agent will map the AI infrastructure value chain, identify potential beneficiaries, and present a list of companies with an assessment of their market positioning.
Install
Download the skill as a ZIP:
https://mp-staging.autogineer.com/agent-skills/anthropics/idea-generation/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip idea-generation.zip -d .agents/skills
Documentation by Anthropic
Idea Generation
Workflow
Step 1: Define Search Criteria
Ask the user for parameters:
Direction: Long ideas, short ideas, or both
Market cap: Large, mid, small, micro
Sector: Specific sector or cross-sector
Style: Value, growth, quality, special situation, event-driven
Geography: US, international, global
Theme: Any specific thematic angle (AI, reshoring, aging demographics, etc.)
Step 2: Quantitative Screens
Run screens based on the style:
Value Screen
P/E below sector median
EV/EBITDA below historical average
Free cash flow yield >5%
Price/book below 1.5x
Insider buying in last 90 days
Dividend yield above market average
Growth Screen
Revenue growth >15% YoY
Earnings growth >20% YoY
Revenue acceleration (growth rate increasing)
Expanding margins
High return on invested capital (>15%)
Strong net retention (>110% for SaaS)
Quality Screen
Consistent revenue growth (5+ years)
Stable or expanding margins
ROE >15%
Low debt/equity
High free cash flow conversion
Insider ownership >5%
Short Screen
Declining revenue or decelerating growth
Margin compression
Rising receivables / inventory vs. sales
Insider selling
Valuation premium to peers without justification
High short interest with deteriorating fundamentals
Accounting red flags (auditor changes, restatements)
Special Situation Screen
Recent IPOs / SPACs with lockup expirations
Spin-offs in last 12 months
Companies emerging from restructuring
Activist involvement
Management changes at underperforming companies
Step 3: Thematic Sweep
For thematic ideas, research the theme and identify beneficiaries:
Define the thesis (e.g., "AI infrastructure spending accelerates through 2026")
Map the value chain — who benefits directly vs. indirectly?
Identify pure-play vs. diversified exposure
Assess which names are already "priced in" vs. under-appreciated
Look for second-order beneficiaries that the market hasn't connected to the theme
Step 4: Idea Presentation
For each idea that passes the screen, present:
[Company Name] — [Long/Short] — [One-Line Thesis]
| Metric | Value | vs. Peers |
|---|---|---|
| Market cap | ||
| EV/EBITDA (NTM) | ||
| P/E (NTM) | ||
| Revenue growth | ||
| EBITDA margin | ||
| FCF yield |
Thesis (3-5 bullets):
Why this is mispriced
What the market is missing
Catalyst to realize value
Key Risks:
What would make this wrong
Suggested Next Steps:
Build full model? Deep-dive diligence? Expert call?
Step 5: Output
Shortlist of 5-10 ideas with one-page summaries
Screening criteria and methodology documented
Comparison table across all ideas
Prioritized list: which ideas to research first
Important Notes
Screens surface candidates, not conclusions — every screen output needs fundamental work
The best ideas often come from intersections (e.g., quality company at value price due to temporary headwind)
Avoid crowded trades — check ownership data, short interest, and how many analysts cover the name
Contrarian ideas need a catalyst — being early without a catalyst is the same as being wrong
Track idea hit rates over time — which screens and approaches produce the best ideas?
Short ideas need higher conviction — timing is harder and risk is asymmetric
Files
- ATTRIBUTION.mdAdded by AutoGineer928 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md3.8 KiB
LICENSE
Apache License
Version 2.0, January 2004
http://www.apache.org/licenses/
TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION
1. Definitions.
"License" shall mean the terms and conditions for use, reproduction,
and distribution as defined by Sections 1 through 9 of this document.
"Licensor" shall mean the copyright owner or entity authorized by
the copyright owner that is granting the License.
"Legal Entity" shall mean the union of the acting entity and all
other entities that control, are controlled by, or are under common
control with that entity. For the purposes of this definition,
"control" means (i) the power, direct or indirect, to cause the
direction or management of such entity, whether by contract or
otherwise, or (ii) ownership of fifty percent (50%) or more of the
outstanding shares, or (iii) beneficial ownership of such entity.
"You" (or "Your") shall mean an individual or Legal Entity
exercising permissions granted by this License.
"Source" form shall mean the preferred form for making modifications,
including but not limited to software source code, documentation
source, and configuration files.
"Object" form shall mean any form resulting from mechanical
transformation or translation of a Source form, including but
not limited to compiled object code, generated documentation,
and conversions to other media types.
"Work" shall mean the work of authorship, whether in Source or
Object form, made available under the License, as indicated by a
copyright notice that is included in or attached to the work
(an example is provided in the Appendix below).
"Derivative Works" shall mean any work, whether in Source or Object
form, that is based on (or derived from) the Work and for which the
editorial revisions, annotations, elaborations, or other modifications
represent, as a whole, an original work of authorship. For the purposes
of this License, Derivative Works shall not include works that remain
separable from, or merely link (or bind by name) to the interfaces of,
the Work and Derivative Works thereof.
"Contribution" shall mean any work of authorship, including
the original version of the Work and any modifications or additions
to that Work or Derivative Works thereof, that is intentionally
submitted to Licensor for inclusion in the Work by the copyright owner
or by an individual or Legal Entity authorized to submit on behalf of
the copyright owner. For the purposes of this definition, "submitted"
means any form of electronic, verbal, or written communication sent
to the Licensor or its representatives, including but not limited to
communication on electronic mailing lists, source code control systems,
and issue tracking systems that are managed by, or on behalf of, the
Licensor for the purpose of discussing and improving the Work, but
excluding communication that is conspicuously marked or otherwise
designated in writing by the copyright owner as "Not a Contribution."
"Contributor" shall mean Licensor and any individual or Legal Entity
on behalf of whom a Contribution has been received by Licensor and
subsequently incorporated within the Work.
2. Grant of Copyright License. Subject to the terms and conditions of
this License, each Contributor hereby grants to You a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable
copyright license to reproduce, prepare Derivative Works of,
publicly display, publicly perform, sublicense, and distribute the
Work and such Derivative Works in Source or Object form.
3. Grant of Patent License. Subject to the terms and conditions of
this License, each Contributor hereby grants to You a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable
(except as stated in this section) patent license to make, have made,
use, offer to sell, sell, import, and otherwise transfer the Work,
where such license applies only to those patent claims licensable
by such Contributor that are necessarily infringed by their
Contribution(s) alone or by combination of their Contribution(s)
with the Work to which such Contribution(s) was submitted. If You
institute patent litigation against any entity (including a
cross-claim or counterclaim in a lawsuit) alleging that the Work
or a Contribution incorporated within the Work constitutes direct
or contributory patent infringement, then any patent licenses
granted to You under this License for that Work shall terminate
as of the date such litigation is filed.
4. Redistribution. You may reproduce and distribute copies of the
Work or Derivative Works thereof in any medium, with or without
modifications, and in Source or Object form, provided that You
meet the following conditions:
(a) You must give any other recipients of the Work or
Derivative Works a copy of this License; and
(b) You must cause any modified files to carry prominent notices
stating that You changed the files; and
(c) You must retain, in the Source form of any Derivative Works
that You distribute, all copyright, patent, trademark, and
attribution notices from the Source form of the Work,
excluding those notices that do not pertain to any part of
the Derivative Works; and
(d) If the Work includes a "NOTICE" text file as part of its
distribution, then any Derivative Works that You distribute must
include a readable copy of the attribution notices contained
within such NOTICE file, excluding those notices that do not
pertain to any part of the Derivative Works, in at least one
of the following places: within a NOTICE text file distributed
as part of the Derivative Works; within the Source form or
documentation, if provided along with the Derivative Works; or,
within a display generated by the Derivative Works, if and
wherever such third-party notices normally appear. The contents
of the NOTICE file are for informational purposes only and
do not modify the License. You may add Your own attribution
notices within Derivative Works that You distribute, alongside
or as an addendum to the NOTICE text from the Work, provided
that such additional attribution notices cannot be construed
as modifying the License.
You may add Your own copyright statement to Your modifications and
may provide additional or different license terms and conditions
for use, reproduction, or distribution of Your modifications, or
for any such Derivative Works as a whole, provided Your use,
reproduction, and distribution of the Work otherwise complies with
the conditions stated in this License.
5. Submission of Contributions. Unless You explicitly state otherwise,
any Contribution intentionally submitted for inclusion in the Work
by You to the Licensor shall be under the terms and conditions of
this License, without any additional terms or conditions.
Notwithstanding the above, nothing herein shall supersede or modify
the terms of any separate license agreement you may have executed
with Licensor regarding such Contributions.
6. Trademarks. This License does not grant permission to use the trade
names, trademarks, service marks, or product names of the Licensor,
except as required for reasonable and customary use in describing the
origin of the Work and reproducing the content of the NOTICE file.
7. Disclaimer of Warranty. Unless required by applicable law or
agreed to in writing, Licensor provides the Work (and each
Contributor provides its Contributions) on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or
implied, including, without limitation, any warranties or conditions
of TITLE, NON-INFRINGEMENT, MERCHANTABILITY, or FITNESS FOR A
PARTICULAR PURPOSE. You are solely responsible for determining the
appropriateness of using or redistributing the Work and assume any
risks associated with Your exercise of permissions under this License.
8. Limitation of Liability. In no event and under no legal theory,
whether in tort (including negligence), contract, or otherwise,
unless required by applicable law (such as deliberate and grossly
negligent acts) or agreed to in writing, shall any Contributor be
liable to You for damages, including any direct, indirect, special,
incidental, or consequential damages of any character arising as a
result of this License or out of the use or inability to use the
Work (including but not limited to damages for loss of goodwill,
work stoppage, computer failure or malfunction, or any and all
other commercial damages or losses), even if such Contributor
has been advised of the possibility of such damages.
9. Accepting Warranty or Additional Liability. While redistributing
the Work or Derivative Works thereof, You may choose to offer,
and charge a fee for, acceptance of support, warranty, indemnity,
or other liability obligations and/or rights consistent with this
License. However, in accepting such obligations, You may act only
on Your own behalf and on Your sole responsibility, not on behalf
of any other Contributor, and only if You agree to indemnify,
defend, and hold each Contributor harmless for any liability
incurred by, or claims asserted against, such Contributor by reason
of your accepting any such warranty or additional liability.
END OF TERMS AND CONDITIONS
APPENDIX: How to apply the Apache License to your work.
To apply the Apache License to your work, attach the following
boilerplate notice, with the fields enclosed by brackets "[]"
replaced with your own identifying information. (Don't include
the brackets!) The text should be enclosed in the appropriate
comment syntax for the file format. We also recommend that a
file or class name and description of purpose be included on the
same "printed page" as the copyright notice for easier
identification within third-party archives.
Copyright [yyyy] [name of copyright owner]
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
Security
No issues found by our static scan· No issues found
A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.
Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/financial-services · plugins/agent-plugins/market-researcher/skills/idea-generation · commit 6056506
- Licence
- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
- Synced
- Also distributed in
- anthropics/financial-services
AutoGineer is not affiliated with or endorsed by Anthropic.
Download ZIP
The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download idea-generation.zip