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iTzFaisal
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earnings-analysis

Generate equity research earnings update reports with charts, tables, and citations.

Updated May 9, 2026
Search Tags:#guidance#update#earnings#analyst#beat-miss#equity-research
One-click install
npx skills add https://github.com/iTzFaisal/financial-services --skill earnings-analysis-itzfaisal
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/iTzFaisal/financial-services/tree/main/.opencode/skills/earnings-analysis
Command: npx skills add https://github.com/iTzFaisal/financial-services --skill earnings-analysis-itzfaisal

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the production of professional equity research earnings update reports for companies under coverage. It delivers a fast-turnaround, standardized 8-12 page format (3,000-5,000 words) focused on beat/miss analysis, updated estimates, and revised thesis, including 1-3 summary tables and 8-12 charts, with mandatory citations and sources to ensure accuracy and defensibility.

Core Features & Use Cases

  • Generate 8-12 page equity research earnings update reports following institutional formatting standards.
  • Produce 1-3 summary tables and 8-12 charts highlighting beat/miss, revisions, and thesis impact.
  • Include precise citations with clickable hyperlinks for all data sources and prior-period comparisons.
  • Phase-driven workflow covering data collection, analysis, chart generation, and report creation.

Quick Start

Generate an 8-12 page earnings update for a covered company using the latest quarterly results.

Frequently Asked Questions about earnings-analysis

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

FAQPage Schema
How do I automate equity research earnings update reports after quarterly results?▼

This Skill automates the generation of professional equity research earnings update reports for companies under coverage. It enforces a production workflow delivering 8-12 page reports focused on beat/miss analysis, updated estimates, and revised thesis.

What is the standard format for institutional earnings update reports?▼

An institutional earnings update report follows a standardized 8-12 page format containing 3,000-5,000 words. It includes 1-3 summary tables, 8-12 charts highlighting beat/miss revisions, and mandatory clickable hyperlinks for all data sources.

Can I generate post-earnings analysis with mandatory citations and summary tables?▼

Yes, post-earnings analysis can be generated with 1-3 summary tables, 8-12 charts highlighting revisions, and precise citations featuring clickable hyperlinks for all data sources and prior-period comparisons.

Does the earnings analysis workflow support forward estimate revisions and thesis updates?▼

Yes, the earnings analysis workflow explicitly applies to quarterly results, post-earnics analysis, and updates to forward estimates. It delivers a revised investment thesis alongside standardized beat/miss analysis.

What is the best way to produce 8-12 charts for equity research beat/miss analysis?▼

The best way to produce 8-12 charts for beat/miss analysis is through an automated phase-driven workflow. This workflow covers data collection, analysis, and chart generation to populate the standardized equity research format.

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