# initiate

> Claude/Codex skill by [@daloopa](https://omgskills.com/library/daloopa/index.md) · 8 stars · Updated 2026-07-22

Initiate coverage — generate both research note (.docx) and Excel model (.xlsx)

## Install

```sh
git clone https://github.com/daloopa/daloopa-plugin-claude /tmp/daloopa-plugin-claude && ln -s /tmp/daloopa-plugin-claude/skills/initiate ~/.claude/skills/initiate
```

## From 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.

## Links

- HTML page: https://omgskills.com/library/daloopa/daloopa-plugin-claude/skills/initiate/
- GitHub: https://github.com/daloopa/daloopa-plugin-claude
- Author: [@daloopa](https://omgskills.com/library/daloopa/index.md)

## More from this repo

- [build-model](https://omgskills.com/library/daloopa/daloopa-plugin-claude/skills/build-model/index.md) — Used to build a multi-tab Excel financial model
   - [@daloopa](https://omgskills.com/library/daloopa/index.md) · 8 stars
- [bull-bear](https://omgskills.com/library/daloopa/daloopa-plugin-claude/skills/bull-bear/index.md) — Bull/bear/base case scenario framework for a given company
   - [@daloopa](https://omgskills.com/library/daloopa/index.md) · 8 stars
- [capital-allocation](https://omgskills.com/library/daloopa/daloopa-plugin-claude/skills/capital-allocation/index.md) — Deep dive into capital deployment, buybacks, dividends, and shareholder yield
   - [@daloopa](https://omgskills.com/library/daloopa/index.md) · 8 stars