Overview
Financial institutions often struggle to produce research reports that are consistent in precision, depth of reasoning, and output format. After key financial events, teams face intense time pressure and fragmented workflows, which leads to uneven quality, inconsistent structure, and delayed coverage. The Bigdata Financial Research Analyst skills solve this by guiding an LLM through a repeatable research-and-writing process, while the Bigdata MCP tools provide direct access to Bigdata premium content for sourcing, validation, and contextual analysis. ✅ Reports can be generated quickly, at scale, and in a standardized format across the full portfolio. Use it when you need assistance to:- Company Briefs - Generate detailed company profiles and summaries
- Earnings Previews - Prepare ahead of earnings announcements with analyst expectations and key metrics
- Earnings Digests - Summarize earnings calls and financial results
- Risk Assessments - Evaluate potential risks and market exposure
Prerequisites
To use this skill, you need:- An Agentic platform with Skills support like a Claude Pro or Max subscription
- The Bigdata.com MCP connector enabled in your environment:
Setup
1
Open Agent Platform
Open Claude.ai in your browser and navigate to Settings > Capabilities.
2
Download Skill
Open the Bigdata Financial Research Analyst GitHub repository to download the latest skill file:https://github.com/Bigdata-com/skills-financial-research-analyst/releasesIn the releases section, find and download the latest
.skill file.3
Upload Skill
Back in Claude, click on Add, select Upload skill, and drag and drop the downloaded skill file (
bigdata-financial-research-analyst_v1.0.0.skill).
Available Workflows
Once the skill is installed, you can use the following workflows in your conversations:| Workflow | Description |
|---|---|
| Company Brief | Generate a comprehensive overview of a company including business model, financials, and market position |
| Earnings Preview | Get prepared for upcoming earnings with analyst estimates, historical performance, and key metrics to watch |
| Earnings Digest | Summarize earnings calls and quarterly results into actionable insights |
| Risk Assessment | Evaluate company-specific and market risks with data-driven insights |