What problem does it solve?
Equity research analysts face tight 24-48 hour deadlines to publish post-earnings update reports for covered companies, requiring strict adherence to institutional formatting standards, accurate beat/miss analysis, updated financial estimates, and verifiable source citations. This skill automates the entire end-to-end workflow to deliver compliant, professional reports without manual formatting or data aggregation overhead.
Core Features & Use Cases
- Institutional-Standard Reporting: Creates 8-12 page, 3,000-5,000 word earnings updates following top sell-side firm (JPMorgan, Goldman Sachs, Morgan Stanley) formats, with 1-3 summary tables and 8-12 embedded trend charts.
- Comprehensive Post-Earnings Analysis: Leads with quantified beat/miss analysis, breaks down performance by segment/geography, updates forward financial estimates, and assesses impact on investment thesis and price targets.
- Multi-Market Support: Natively supports A-share, Hong Kong-listed, and US-listed Chinese companies, with built-in guidance for using domestic data sources (AKShare, Tushare, 巨潮资讯, Wind) for accurate data retrieval.
- Mandatory Compliance Citations: Enforces clickable hyperlinks for all data sources including regulatory filings, earnings releases, consensus estimates, and earnings call transcripts to meet institutional compliance requirements.
- Use Case Example: An analyst can use this skill to generate a complete Q3 2024 earnings update for a covered A-share consumer staples company within 24 hours of its earnings release, including all required analysis, charts, and properly cited sources.
Quick Start
Use the earnings-analysis skill to create a Q3 2024 earnings update report for [Company Name] that includes beat/miss analysis, updated financial estimates, 8 embedded trend charts, and fully cited sources.
