States where your view on a company differs from consensus, as a specific, falsifiable claim with a time horizon, and what would prove it wrong.
Overview
Short answer
Variant perception is an equity research skill by Bigdata.com. It states where your view on a company differs from consensus, as a specific, falsifiable claim with a time horizon, and what would prove it wrong. You give it a company name or ticker. You get a variant-perception note with inline citations.
You give
Company name or ticker · Optional: your current view
You get
A variant-perception note with inline citations.
Each note is grounded in Bigdata.com content: news, filings, earnings call transcripts and market data, with citations you can open.
- 01The consensus baseline: estimates and sell-side posture
- 02Candidate differentiators run through the EPIC filter
- 03The view framed on fundamentals, valuation and sentiment
- 04The variant view as a falsifiable claim with a time horizon
- 05What the market is missing, and why the mispricing persists
- 06The evidence for the view, and what would disprove it
- 07Sources with inline citations
Try asking
Open a prompt in Claude or ChatGPT, or copy it. Change the company or the quarter to your own. If Bigdata.com is not connected yet, the assistant helps you add it first.
Related skills
Install once, in the tool you use
One install adds every skill and the connection to Bigdata.com. Sign in with your Bigdata.com account; new accounts start with free credits.
Claude
Open the Bigdata.com plugin in the Claude directory (Customize → Plugins → Browse → Partners) and click Install. Sign in with your Bigdata.com account when asked. On Team and Enterprise plans, an admin adds the Bigdata.com connector first.
Open the plugin in Claude
ChatGPT
Go to Settings → Apps, click Add more, choose Bigdata.com and click Connect to sign in with your Bigdata.com account. The skills come with the app. On Business and Enterprise workspaces, an admin enables the app first.
Open in ChatGPT
Copilot Cowork
Open Customize in Microsoft 365 Copilot Cowork, search for Bigdata and click Install. Sign in with your Bigdata.com account when asked.
Open in Copilot CoworkClaude Code
Create an API key on the Bigdata.com Developer Platform and add the Bigdata.com MCP server with it. Then run /plugins in Claude Code and install the Bigdata plugin from the official marketplace.
claude mcp add --transport http bigdata_com https://mcp.bigdata.com/ --header "x-api-key: YOUR_API_KEY"Skills produce research and analysis, not investment advice. Check every number before you act on it.
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