skills.rest
matparang
matparangCOMMUNITY
Explore all skills by this author →
GitHub

earnings-analysis

Generate structured earnings update reports with beat/miss analysis and citations.

3|Updated Mar 18, 2026
Search Tags:#update#financial-modeling#thesis#earnings#equity-research#beats-misses
One-click install
npx skills add https://github.com/matparang/AutoJaga --skill earnings-analysis-matparang
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/matparang/AutoJaga/tree/main/legacy/jagabot/skills/er-earnings-analysis
Command: npx skills add https://github.com/matparang/AutoJaga --skill earnings-analysis-matparang

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the creation of professional equity research earnings update reports for companies already under coverage, saving time and ensuring consistency with institutional standards.

Core Features & Use Cases

  • Beat/miss analysis, updated estimates, and 1-3 summary tables and 8-12 charts.
  • Citation and sources management with clickable references.
  • Structured investment thesis updates and scenario analysis for quarterly results.

Quick Start

Create an 8-12 page earnings update document 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 an earnings update report after quarterly results?▼

Automate an earnings update report by processing the latest quarterly results into a structured 8-12 page document. This includes beat/miss analysis, updated estimates, and a concise investment thesis.

What sources are needed to generate an equity research earnings update?▼

Generating an equity research earnings update requires data from earnings releases, 10-Q/10-K filings, transcripts, and investor presentations. These sources provide the necessary financial data for beat/miss analysis.

Can I create a professional investment thesis update from 10-Q filings?▼

Yes, you can create an investment thesis update from 10-Q filings and earnings transcripts. The output features a structured thesis update alongside scenario analysis for the quarterly results.

Does the automated earnings analysis include citations and references?▼

The automated earnings analysis includes citation and sources management with clickable references. This ensures the 8-12 page document maintains professional institutional standards.

What is the best way to structure a beat/miss analysis for covered companies?▼

The best way to structure a beat/miss analysis for covered companies is through an automated format featuring 1-3 summary tables and 8-12 charts. This ensures consistency with institutional equity research standards.

Related Skills

Explore More Finance & Accounting Skills→
yuping322yuping322
17

earnings-analysis

Generate an 8-12 page earnings update report with beat/miss analysis and revised estimates.

Community
Advanced
ginlix-aiginlix-ai
1.6k

earnings-analysis

Generate post-earnings analysis reports with beat/miss breakdowns and updated estimates.

Official
Advanced
fall-development-robfall-development-rob
7

Wealth Management Workflows

Prepare wealth management client deliverables with auditable advisory workflows.

Community
Advanced
rpoole-devrpoole-dev

earnings-analysis

Generate equity research earnings reports with beat/miss analysis and key metrics.

Community
Advanced