Customization Guide

Complete guide for customizing Claude Equity Research to meet specific analysis needs and preferences.

Overview

Claude Equity Research is designed to be highly customizable while maintaining professional standards. This guide covers command modifications, sector-specific adaptations, and advanced configuration options.

Command Customization

Basic Modifications

Editing the Core Command

# Backup original command
cp ~/.claude/commands/trading-ideas.md ~/.claude/commands/trading-ideas-backup.md

# Edit the command
vim ~/.claude/commands/trading-ideas.md

Key Customizable Sections

1. Frontmatter Configuration

---
description: Your custom description
argument-hint: [TICKER] [--custom-flag]
allowed-tools: WebSearch, WebFetch, Grep, Read
timeout: 300
---

2. Analysis Framework Modify the "OUTPUT FORMAT" section to add/remove sections:

## ENHANCED ANALYSIS SECTIONS
- **Dividend Analysis**: [For income-focused strategies]
- **ESG Deep Dive**: [For sustainable investing]
- **International Exposure**: [For global considerations]

3. Risk Parameters Adjust position sizing recommendations:

**Position sizing**: [X]%-[Y]% allocation based on [custom criteria]
- Conservative: 1-2% max position
- Moderate: 2-4% max position  
- Aggressive: 3-7% max position

Sector-Specific Customizations

Technology Sector Command

cp ~/.claude/commands/trading-ideas.md ~/.claude/commands/tech-analysis.md

Add Tech-Specific Metrics:

### Technology Analysis Additions:
- **R&D Intensity**: R&D spend as % of revenue vs peers
- **Patent Portfolio**: IP strength and protection
- **Platform Metrics**: MAU, DAU, engagement rates
- **SaaS Metrics**: ARR, churn rate, NPS scores
- **AI/Cloud Exposure**: Revenue from emerging technologies

Financial Services Command

cp ~/.claude/commands/trading-ideas.md ~/.claude/commands/financial-analysis.md

Add Financial-Specific Metrics:

### Financial Services Analysis:
- **Net Interest Margin**: Spread analysis and sensitivity
- **Credit Quality**: NPL ratios, provision coverage
- **Capital Ratios**: Tier 1, Basel III compliance
- **Fee Income**: Non-interest revenue diversification
- **Book Value**: Tangible book value and ROE analysis

Healthcare/Biotech Command

cp ~/.claude/commands/trading-ideas.md ~/.claude/commands/biotech-analysis.md

Add Healthcare-Specific Metrics:

### Healthcare/Biotech Analysis:
- **Pipeline Value**: Phase breakdown and probability-adjusted NPV
- **Patent Cliff**: Drug expirations and generic threats
- **Regulatory Timeline**: FDA approvals and milestones
- **Market Access**: Payer coverage and pricing pressure
- **R&D Productivity**: Success rates and ROI metrics

Advanced Configuration

Custom Risk Models

Conservative Risk Profile

### Conservative Analysis Parameters:
- **Maximum Position Size**: 2% of portfolio
- **Stop Loss**: 5% below entry
- **Minimum Conviction**: High only
- **Dividend Requirement**: Yield > 2%
- **Quality Filters**: Investment grade credit only

Growth-Focused Profile

### Growth Analysis Parameters:
- **Growth Threshold**: Revenue growth > 15% YoY
- **Market Cap Focus**: $10B+ only
- **Innovation Metrics**: R&D/Revenue > industry average
- **Market Leadership**: Top 3 market position required

Value-Oriented Profile

### Value Analysis Parameters:
- **Valuation Metrics**: P/E < 15x, P/B < 2x
- **Financial Health**: Debt/EBITDA < 3x
- **Dividend History**: 10+ years of payments
- **FCF Yield**: > 5% free cash flow yield

Custom Output Formats

Executive Summary Only

Create a minimal command for quick decisions:

cp ~/.claude/commands/trading-ideas.md ~/.claude/commands/quick-analysis.md

Modify to focus on essentials:

## QUICK ANALYSIS OUTPUT

### INVESTMENT DECISION
**[BUY/SELL/HOLD]** - **$[TARGET]** - **[%] upside/downside**

### KEY POINTS
- Revenue: [Latest quarter performance]
- Valuation: [P/E vs peers]
- Catalyst: [Primary driver]
- Risk: [Main concern]

### RECOMMENDATION
Position Size: [%] | Timeframe: [months] | Conviction: [High/Med/Low]

Detailed Technical Focus

Create a technical analysis focused command:

cp ~/.claude/commands/trading-ideas.md ~/.claude/commands/technical-analysis.md

Enhance technical sections:

## ENHANCED TECHNICAL ANALYSIS

### CHART PATTERNS
- **Primary Pattern**: [Trend, consolidation, reversal]
- **Key Levels**: Support [$X], Resistance [$Y]
- **Volume Profile**: [Accumulation/Distribution analysis]

### MOMENTUM INDICATORS
- **RSI**: [Current reading and divergences]
- **MACD**: [Signal line crossovers]
- **Moving Averages**: [20/50/200 day relationships]

### OPTIONS INTELLIGENCE
- **Put/Call Ratio**: [Current vs historical average]
- **Implied Volatility**: [IV rank and percentile]
- **Unusual Activity**: [Large trades and positioning]
- **Gamma Exposure**: [Key strike levels]

Configuration Files

Creating Custom Config

mkdir -p ~/.claude/equity-research

Basic Configuration (~/.claude/equity-research/config.json):

{
  "analysis_settings": {
    "default_timeframe": "12m",
    "risk_tolerance": "moderate",
    "focus_areas": ["fundamental", "technical", "risk"],
    "output_style": "institutional"
  },
  "sector_preferences": {
    "technology": {
      "weight_multiplier": 1.2,
      "metrics": ["user_growth", "recurring_revenue", "innovation"]
    },
    "financials": {
      "weight_multiplier": 0.8,
      "metrics": ["nim", "credit_quality", "book_value"]
    }
  },
  "risk_parameters": {
    "max_position_size": 0.05,
    "stop_loss_threshold": 0.08,
    "min_conviction_score": 0.7
  }
}

Environment-Specific Configs

Development Configuration

{
  "analysis_settings": {
    "debug_mode": true,
    "verbose_output": true,
    "include_data_sources": true
  },
  "data_sources": {
    "enable_caching": false,
    "rate_limit": 30
  }
}

Production Configuration

{
  "analysis_settings": {
    "debug_mode": false,
    "optimize_performance": true,
    "include_disclaimers": true
  },
  "data_sources": {
    "enable_caching": true,
    "cache_duration": 900,
    "rate_limit": 60
  }
}

Custom Analysis Templates

ESG-Focused Analysis

### ESG ANALYSIS FRAMEWORK

#### Environmental Assessment
- **Carbon Footprint**: Scope 1, 2, 3 emissions
- **Climate Targets**: Net-zero commitments and progress
- **Resource Efficiency**: Water, waste, energy metrics
- **Green Revenue**: % from sustainable products/services

#### Social Impact
- **Diversity Metrics**: Board and workforce diversity
- **Employee Satisfaction**: Glassdoor ratings, turnover
- **Community Investment**: Local economic impact
- **Product Safety**: Quality standards and recalls

#### Governance Quality
- **Board Independence**: % independent directors
- **Executive Compensation**: Pay for performance alignment
- **Transparency**: ESG reporting quality and frequency
- **Risk Management**: Oversight and control frameworks

Dividend-Focused Analysis

### DIVIDEND ANALYSIS FRAMEWORK

#### Dividend Sustainability
- **Payout Ratio**: Earnings and FCF coverage
- **Dividend History**: Years of consecutive payments/increases
- **Yield Analysis**: Current vs historical vs peers
- **Growth Rate**: 3/5/10 year CAGR

#### Quality Metrics
- **FCF Coverage**: Free cash flow vs dividend payments
- **Debt Impact**: Interest coverage and covenant compliance
- **Cyclicality**: Earnings stability through cycles
- **Capital Allocation**: Balance between growth and income

#### Forward Outlook
- **Management Guidance**: Dividend policy statements
- **Earnings Growth**: Sustainability of payout growth
- **Sector Trends**: Industry-specific dividend patterns

Workflow Automation

Batch Analysis Scripts

Portfolio Monitoring Script

#!/bin/bash
# portfolio-analysis.sh

TICKERS=("AAPL" "GOOGL" "MSFT" "TSLA" "JPM")
OUTPUT_DIR="~/equity-reports/$(date +%Y%m%d)"

mkdir -p "$OUTPUT_DIR"

for ticker in "${TICKERS[@]}"; do
    echo "Analyzing $ticker..."
    echo "/trading-ideas $ticker" | claude-code > "$OUTPUT_DIR/${ticker}_analysis.md"
    sleep 5  # Rate limiting
done

echo "Analysis complete. Reports saved to $OUTPUT_DIR"

Sector Rotation Analysis

#!/bin/bash
# sector-analysis.sh

SECTORS=(
    "XLK:Technology"
    "XLF:Financials" 
    "XLV:Healthcare"
    "XLE:Energy"
    "XLI:Industrials"
)

for sector in "${SECTORS[@]}"; do
    ticker="${sector%%:*}"
    name="${sector##*:}"
    echo "Analyzing $name sector ($ticker)..."
    echo "/trading-ideas $ticker" | claude-code
    echo "---"
done

Integration with Other Tools

Python Integration

import subprocess
import json
from datetime import datetime

def run_equity_analysis(ticker, detailed=False):
    """Run Claude equity analysis and return structured data."""
    
    cmd = ["claude-code"]
    analysis_cmd = f"/trading-ideas {ticker}"
    if detailed:
        analysis_cmd += " --detailed"
    
    result = subprocess.run(
        cmd, 
        input=analysis_cmd,
        text=True, 
        capture_output=True
    )
    
    return {
        'ticker': ticker,
        'timestamp': datetime.now().isoformat(),
        'analysis': result.stdout,
        'success': result.returncode == 0
    }

# Usage
analysis = run_equity_analysis("AAPL", detailed=True)
print(f"Analysis for {analysis['ticker']} completed at {analysis['timestamp']}")

Testing and Validation

Command Testing

# Test basic functionality
echo "/trading-ideas AAPL" | claude-code

# Test error handling
echo "/trading-ideas INVALID" | claude-code

# Test custom command
echo "/tech-analysis NVDA" | claude-code

Performance Monitoring

# Timing analysis
time (echo "/trading-ideas AAPL" | claude-code)

# Memory usage
/usr/bin/time -v (echo "/trading-ideas AAPL" | claude-code)

Best Practices

Command Development

Always Backup: Save original before modifications
Test Thoroughly: Validate with multiple tickers
Document Changes: Comment custom modifications
Version Control: Track command iterations