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earnings-analysis

Generate earnings update reports with beats, misses, and DOCX output.

Updated Aug 23, 2026
Search Tags:#docx#charting#earnings#data-collection#financial-analysis#equity-research#quarterly-report
One-click install
npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill earnings-analysis-brianping7
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main/equity-research/earnings-analysis
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill earnings-analysis-brianping7

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the rapid creation of professional earnings update reports so analysts can turn a company's quarterly release into an 8–12 page, publication-quality research note within 24–48 hours, eliminating manual data collection, citation formatting, chart preparation, and estimate reconciliation.

Core Features & Use Cases

  • Rapid data validation and sourcing: Guided steps to find and verify the latest earnings release, filings, conference call transcript, investor presentation, and pre-release consensus estimates.
  • Structured analysis and model updates: Breakdowns of beats/misses by revenue, EPS and margins, segment and geography analysis, and clear old-vs-new estimate reconciliations.
  • Publish-ready deliverables: Generates an 8–12 page DOCX with 1–3 summary tables, 8–12 embedded charts, numbered figures with source lines, and a clickable "Sources & References" section formatted for Word.
  • Quality and compliance checks: Built-in validation checklist for dates, source hyperlinks, numeric accuracy, and formatting conventions required by institutional equity research.
  • Use case: An equity research analyst needing a quick-turn post-earnings update for a covered A-share, HK-listed, or Chinese ADR company to distribute to clients.

Quick Start

Ask the assistant to "Create an 8-12 page earnings update for [Company] Q[Quarter] [Year] using the latest earnings release, transcript, and consensus estimates and deliver a DOCX with embedded charts and clickable sources."

Frequently Asked Questions about earnings-analysis

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

FAQPage Schema
How do I generate a publish-ready DOCX earnings update report with embedded charts?▼

You can generate a publish-ready earnings update by sourcing quarterly releases, SEC filings, and consensus estimates to automatically produce an 8–12 page DOCX containing 8–12 embedded charts, summary tables, and clickable source hyperlinks.

What is the best way to analyze quarterly earnings beats and misses for equity research?▼

The best way to analyze quarterly earnings beats and misses is through structured breakdowns of revenue, EPS, and margins, which reconcile old-vs-new estimates to quantify performance for institutional equity research.

Can I create post-earnings research notes for Hong Kong and US-listed Chinese ADRs?▼

Yes, you can create post-earnings research notes for A-shares, Hong Kong-listed, and US-listed Chinese ADRs, transforming quarterly releases into 8–12 page publication-quality updates within 24–48 hours.

How do I include clickable hyperlinks and numbered source lines in a financial analysis DOCX?▼

To include clickable hyperlinks and numbered source lines in a financial analysis DOCX, the Skill automatically formats a clickable 'Sources & References' section and validates all source links during report generation.

Does this earnings analysis tool work with conference call transcripts and investor presentations?▼

Yes, this earnings analysis tool works with conference call transcripts and investor presentations, using guided steps to find, verify, and source data from these materials alongside SEC/EDGAR filings.

What formatting validation checks are needed for institutional equity research reports?▼

Formatting validation checks for institutional equity research reports include built-in verification for dates, source hyperlinks, numeric accuracy, and specific formatting conventions required by institutional standards.

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