initiate
Initiate coverage — generate both research note (.docx) and Excel model (.xlsx)
Install
With your agent
Install OMGSkills skill "daloopa/daloopa-plugin-claude:skills/initiate" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/daloopa/daloopa-plugin-claude /tmp/daloopa-plugin-claude && ln -s /tmp/daloopa-plugin-claude/skills/initiate ~/.claude/skills/initiateFrom README
Strategy Rather than running /research-note and /build-model independently (which would duplicate data gathering), this skill gathers a superset of data once, then renders both outputs. Phase 1 — Company Look up the company by ticker using discovercompanies. Capture: companyid latestcalendarquarter — anchor for all period calculations (see data-access.md Section 1.5) latestfiscalquarter Firm name for report attribution (default: "Daloopa") — see data-access.md Section 4.5 Get market data (see data-access.md Section 2): Current price, market cap, shares outstanding, beta Trading multiples (P/E, EV/EBITDA, P/S, P/B) Risk-free rate (for DCF) Phase 2 — Comprehensive Data Gathering Follow the /build-model skill's Phase 2 data pull (the most comprehensive). Calculate 8-16 quarters backward from latestcalendarquarter.