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defeatbeta-earnings-analysis

Generates institutional-format quarterly earnings update reports with beat/miss analysis, charts, and tiered source citations.

744|60|Updated Apr 9, 2025
Search Tags:#mcp#valuation#equity research#earnings report#beat miss analysis#DOCX report#Financial analysis
One-click install
npx skills add https://github.com/defeat-beta/defeatbeta-api --skill defeatbeta-earnings-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: defeatbeta-earnings-analysis
Source: https://github.com/defeat-beta/defeatbeta-api/tree/main/skills/defeatbeta-earnings-analysis
Command: npx skills add https://github.com/defeat-beta/defeatbeta-api --skill defeatbeta-earnings-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires matplotlib, pandas, seaborn, and includes references (resource) components.

What problem does it solve?

Producing a professional equity research earnings update after a company reports quarterly results normally requires hours of manual data gathering, beat/miss calculation, chart building, and DOCX formatting. This Skill automates that workflow using the DefeatBeta MCP server as the authoritative financial data source, with strict citation rules so every number is traceable.

Core Features & Use Cases

  • Structured Earnings Reports: Creates 8-12 page DOCX reports (3,000-5,000 words) with 1-3 summary tables and 8-12 charts covering beat/miss analysis, segment breakdowns, guidance, updated estimates, and revised price targets.
  • Three-Tier Data Source Policy: Enforces strict sourcing — Tier 1 reported financials come only from DefeatBeta MCP tools, Tier 2 allows labeled web fallback, and Tier 3 (consensus, analyst targets, operating metrics) comes from web search with dated citations.
  • Call-Then-Write Caching: Writes every MCP tool response verbatim to a local cache directory so the report cites exact figures from disk rather than compressed conversation context.
  • Use Case: Ask for an earnings update on AMD's latest quarter and receive a formatted DOCX report with quantified revenue/EPS variances, updated FY estimates, a maintained or revised rating and price target, and a sources section grouped by data tier.

Quick Start

Create an earnings update report for AAPL's most recent fiscal quarter using the DefeatBeta MCP data and save it as a DOCX file.

Frequently Asked Questions about defeatbeta-earnings-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create an earnings update report for a stock?▼

Provide a ticker and fiscal quarter, such as requesting an earnings update for AAPL Q2 FY2026. The skill pulls reported financials from the DefeatBeta MCP server, computes beat/miss versus consensus, generates charts, and delivers a formatted DOCX report.

What data sources does the earnings analysis use?▼

Reported financials, transcripts, valuation multiples, and margins come exclusively from DefeatBeta MCP tools. Consensus estimates, analyst price targets, and operating metrics come from web sources like Yahoo Finance and TipRanks with dated citations.

What are the requirements to run this earnings report skill?▼

You need the DefeatBeta MCP server connected, a DOCX-creation skill such as an office document creator, Python with matplotlib, pandas, and seaborn for charts, and web search access for consensus and Tier 3 data.

What happens if the MCP server returns no data for a metric?▼

For Tier 1 data the report explicitly states the gap and never patches from web sources. For Tier 2 data like segment revenue, a labeled web fallback is allowed and must be marked separately from MCP-sourced rows.

When should I not use the earnings update format?▼

Do not use it for initiation reports, which require 30-50 pages of full company coverage, or for short flash notes. It is designed only for quarterly updates on companies already under coverage.

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