skills.rest
nvmohinani
nvmohinaniCOMMUNITY
Explore all skills by this author →
GitHub

earnings-analysis

Analyze quarterly earnings results and compile an 8-12 page DOCX report.

Updated May 6, 2026
Search Tags:#charts#investment thesis#equity-research#quarterly results#earnings updates#beat miss#financial estimates
One-click install
npx skills add https://github.com/nvmohinani/financial_services --skill earnings-analysis-nvmohinani
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/nvmohinani/financial_services/tree/main/plugins/vertical-plugins/equity-research/skills/earnings-analysis
Command: npx skills add https://github.com/nvmohinani/financial_services --skill earnings-analysis-nvmohinani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analysts need to rapidly produce standardized equity research earnings update reports for companies already under coverage, saving time and ensuring consistency across documents.

Core Features & Use Cases

  • Beat/miss analysis: Provide concise variance analysis against estimates and consensus.
  • Updated estimates & use cases: Revise projections and investment thesis based on quarterly results.
  • 8-12 chart/report package: Deliver 8-12 charts and 1-3 summary tables within an 8-12 page report.

Quick Start

Generate an 8-12 page earnings update for a covered company that highlights the beat/miss, updates forward estimates, and refreshes the investment thesis.

Frequently Asked Questions about earnings-analysis

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

FAQPage Schema
How do I generate an equity research earnings update report from quarterly results?▼

An earnings update report is generated by analyzing quarterly results, performing beat/miss analysis against estimates, updating projections, and compiling an 8-12 page DOCX document with charts and tables.

What financial documents do I need to prepare an earnings update for a covered company?▼

Preparing an earnings update requires sourcing official earnings releases, 10-Q/10-K filings, transcripts, and investor presentations to analyze variance and revise the investment thesis.

Can I automate beat/miss analysis and financial estimate revisions for quarterly earnings?▼

Beat/miss analysis and financial estimate revisions are automated by comparing quarterly results against previous estimates and consensus, then refreshing forward projections within the generated report.

Does the earnings update process output charts and summary tables for client distribution?▼

The earnings update process outputs a production-grade DOCX file containing 8-12 charts and 1-3 summary tables, making it suitable for direct distribution to clients.

What is the best way to refresh an investment thesis after a company's quarterly earnings?▼

Refreshing an investment thesis after quarterly earnings involves analyzing the beat/miss variance, updating forward financial estimates, and compiling the revised outlook into a standardized report.

Related Skills

Explore More Finance & Accounting Skills→
matparangmatparang

earnings-analysis

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

Community
Advanced
Timmy6942025Timmy6942025
3

earnings-analysis

Generate equity research earnings update reports from earnings releases, 10-Q filings, and call transcripts.

Community
Advanced
executiveusaexecutiveusa

equity-research

Combine IBES consensus, fundamentals, prices, and macro data into equity research snapshots.

Community
Advanced
dgunningdgunning
2.6k

EdgarTools

Extract structured XBRL data from SEC 10-K, 10-Q, and 8-K filings.

Community
Intermediate