earnings

Compile quarterly financial data and KPIs into a cited earnings analysis narrative.

482|113|Updated Feb 17, 2026
One-click install
npx skills add https://github.com/daloopa/investing --skill earnings
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: earnings
Source: https://github.com/daloopa/investing/tree/main/.claude/skills/earnings
Command: npx skills add https://github.com/daloopa/investing --skill earnings

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill automates in-depth earnings analysis for a given company by assembling and interpreting quarterly financial data, KPIs, and guidance to support investment decisions.

Core Features & Use Cases

  • Comprehensive KPI extraction: retrieves and summarizes key metrics across the last 8 quarters, including derived figures labeled with calc.
  • Growth, margins & guidance analysis: provides YoY growth, margin trends, OpEx decomposition, and guidance-versus-actuals with narrative context.
  • Narrative management & read-throughs: synthesizes management commentary, builds 5-8 read-through signals to adjacent companies, and adds external market context for informed decisions.

Quick Start

Prompt for a complete earnings analysis for a specified ticker using the latest quarter results and Daloopa-style citations.

Frequently Asked Questions about earnings

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

FAQPage Schema
How do I automate quarterly earnings analysis with KPI extraction and margin trends?

Automate quarterly earnings analysis by compiling financial data and KPIs across the last 8 quarters, calculating YoY growth, margin trends, and OpEx decomposition to generate structured investment assessments.

What is the best way to structure equity research notes from quarterly financial statements?

Structure equity research notes by synthesizing quarterly financial statements and KPI data into a narrative with margin trends, management commentary, and citations to support data-backed investment decisions.

Does the earnings analysis support derived metrics and one-time item flagging?

The earnings analysis supports derived metrics labeled with '(calc.)' and automatically flags one-time items to ensure your quarterly financial analysis accurately separates recurring performance from anomalous data.

Can I compare management guidance versus actuals for a specified company ticker?

Yes, you can compare guidance versus actuals by inputting optional guidance data alongside quarterly financial statements, allowing the analysis to evaluate forecast accuracy and narrative context for a specified ticker.

How do I build read-through signals to adjacent companies from earnings results?

Build read-through signals by synthesizing management commentary and market context from quarterly earnings results, generating 5-8 signals to adjacent companies for informed portfolio analytics and equity research.

What financial KPIs are needed to automate an earnings analysis assessment?

Automated earnings analysis requires KPI data including revenue, gross profit, operating income, EBITDA, net income, EPS, Opex, CapEx, and FCF, alongside quarterly financial statements and optional guidance for comprehensive coverage.