market-deep-analyst

Market Deep Analyst

Self-contained Claude plugin that runs a full-market deep-analysis pipeline end to end. Every skill in this bundle is copied unmodified from anthropics/financial-services — this plugin only orchestrates them.

Install

This repo is both the plugin and its own marketplace, so installation is two commands inside Claude Code:

/plugin marketplace add Bruce762/market-deep-analyst
/plugin install market-deep-analyst@market-deep-analyst

The first line registers the catalog (.claude-plugin/marketplace.json); the second installs the plugin. Pick a scope when prompted — user (all your projects) or project (commit to this repo's .claude/settings.json for collaborators). Then activate it:

/reload-plugins

Verify with /plugin → Installed, or just run /market-analysis.

Requirements — Claude Code with the /plugin command. If /plugin isn't recognized, update first:

npm install -g @anthropic-ai/claude-code@latest   # or: brew upgrade claude-code

Local / development install — skip the marketplace and load the checkout directly:

git clone https://github.com/Bruce762/market-deep-analyst.git
claude --plugin-dir ./market-deep-analyst

Data connectors — the bundle ships an .mcp.json with MCP connectors (factset, lseg, daloopa, etc.). These require your own entitlements and must be authorized separately via /mcp in an interactive session. Without them the plugin falls back to free official sources (see Data sources) — it still runs, no auth required.

What it does

Given a market, sector, theme, or ticker list:

Step	Phase	Skills
0	Data foundation (single-source Excel data pack)	datapack-builder, clean-data-xls
1	Macro & rates backdrop (what's priced in)	macro-rates-monitor, swap-curve-strategy, option-vol-analysis, bond-relative-value, fx-carry-trade, bond-futures-basis
2	Sector & market structure → stock pool	sector-overview, competitive-analysis, idea-generation
3	Per-name valuation models	comps-analysis, dcf-model, 3-statement-model, lbo-model, xlsx-author
4	Single-name deep dives	tear-sheet, equity-research, earnings-analysis, earnings-preview, initiating-coverage
5	Linkage map (relative valuation matrix, consolidation map, merger math)	comps-analysis, buyer-list, merger-model
6	Forward view (catalysts + falsifiable theses)	catalyst-calendar, thesis-tracker
7	QC & deliverables	audit-xls, pptx-author, ib-check-deck, deck-refresh
8	Rolling earnings-update loop	earnings-analysis, model-update, thesis-tracker, morning-note, deck-refresh

Usage

• /market-analysis [sector / theme / tickers] — run the full pipeline (pauses for review after the shortlist and before the forward view)
• /market-refresh [tickers | all] — rolling update after earnings: plug numbers, re-check theses, refresh the deck
• Or just describe the task — the market-deep-analyst agent triggers on comprehensive market-analysis requests.

Data sources

Bundled MCP connectors (factset, lseg, daloopa, sp-global, morningstar, aiera, moodys, mtnewswire, pitchbook) are used when authorized. Without authorization the agent falls back to free official sources (SEC EDGAR, FRED, US Treasury, BLS/BEA, company IR, Stooq/Yahoo) and labels every number with source + retrieval date. Gaps with no free substitute (vol surfaces, full swap curves, FX forwards, per-analyst estimates) are stated explicitly, never fabricated.

Skill provenance

• financial-analysis: 3-statement-model, audit-xls, clean-data-xls, competitive-analysis, comps-analysis, dcf-model, deck-refresh, ib-check-deck, lbo-model, pptx-author, xlsx-author
• investment-banking: buyer-list, datapack-builder, merger-model
• equity-research: catalyst-calendar, earnings-analysis, earnings-preview, idea-generation, initiating-coverage, model-update, morning-note, sector-overview, thesis-tracker
• lseg (partner): bond-futures-basis, bond-relative-value, equity-research, fx-carry-trade, macro-rates-monitor, option-vol-analysis, swap-curve-strategy
• spglobal (partner): tear-sheet

Output is scenario analysis and market-structure mapping — draft analyst work product for human review, not a prediction engine and not investment advice.