earnings-analysis

Generate equity research earnings update reports with Python.

1|Updated Feb 1, 2026
One-click install
npx skills add https://github.com/mouseqiao85/AI-Plat --skill earnings-analysis-mouseqiao85
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/mouseqiao85/AI-Plat/tree/main/agent/skills/earnings-analysis
Command: npx skills add https://github.com/mouseqiao85/AI-Plat --skill earnings-analysis-mouseqiao85

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires matplotlib, pandas, seaborn, python-docx, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill solves the problem of manually creating detailed equity research earnings update reports, allowing for the quick generation of professional-quality reports that analyze quarterly results.

Core Features & Use Cases

  • Professional Reporting: Generates 8-12 page earnings update reports following institutional standards.
  • Customization: Allows users to specify the company, quarter, and relevant details for the report.
  • Analysis: Includes beat/miss analysis, key metrics, updated estimates, and revised thesis.
  • Charts and Tables: Inserts 1-3 summary tables and 8-12 charts for visual representation of data.
  • Use Case: Ideal for equity research analysts who need to quickly produce detailed earnings analysis reports for clients.

Quick Start

Run the skill with the company name, quarter, and year. For example: earnings-analysis report -c [Company] -q [Quarter] -y [Year]

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 professional equity research earnings update report?

You can generate a professional equity research earnings update report by running a command with the company name, quarter, and year to automatically parse financial data and produce a structured document with textual and visual analyses.

What is included in an institutional-grade earnings analysis report?

An institutional-grade earnings analysis report includes beat/miss analysis, key financial metrics, updated estimates, a revised thesis, 1-3 summary tables, and 8-12 visual charts representing the parsed quarterly financial data.

Can I use Python to automate financial data visualization for quarterly results?

Yes, you can use Python to automate financial data visualization for quarterly results by leveraging libraries like matplotlib, pandas, and seaborn to parse data and generate 8-12 charts for equity research reports.

Does report generation with python-docx support inserting summary tables and charts?

Yes, report generation with python-docx supports inserting 1-3 summary tables and 8-12 charts into the document, creating a comprehensive earnings update report following institutional standards.

What's the best way to create a beat/miss analysis for a specific company's quarter?

The best way to create a beat/miss analysis for a specific company's quarter is to run this Skill with the company name, quarter, and year to parse the financial data and generate the analysis automatically.

Do I need Python to produce detailed equity research reports with data visualization?

Yes, you need Python to produce detailed equity research reports with data visualization, as the Skill relies on pandas, matplotlib, seaborn, and python-docx to parse financial data and generate the final document.