earnings-analysis

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

Updated May 10, 2026
One-click install
npx skills add https://github.com/rpoole-dev/comps-site --skill earnings-analysis-rpoole-dev
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/rpoole-dev/comps-site/tree/main/financial-services-main/plugins/vertical-plugins/equity-research/skills/earnings-analysis
Command: npx skills add https://github.com/rpoole-dev/comps-site --skill earnings-analysis-rpoole-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill streamlines the process of creating detailed equity research earnings reports, eliminating the need for manual data entry and analysis.

Core Features & Use Cases

  • Quarterly Results Analysis: Automate the analysis of quarterly results for companies under coverage.
  • Fast Turnaround: Generate reports within 24-48 hours of earnings release.
  • Professional Format: Follows institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
  • Use Case: Use this Skill to generate a detailed earnings update report for a covered company's Q1 2024 results, ensuring it adheres to the specified format and includes beat/miss analysis, key metrics, and updated estimates.

Quick Start

Generate an earnings update report for [Company] Q1 2024, focusing on beat/miss analysis, key metrics, and revised 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 report after quarterly results are released?

Generate professional equity research earnings reports by automating quarterly results analysis to produce beat/miss analysis, key metrics, and revised thesis within 24-48 hours of earnings release.

Does this earnings analysis tool follow institutional equity research formats?

Yes, the earnings analysis output strictly follows institutional equity research formats modeled after JPMorgan, Goldman Sachs, and Morgan Stanley standards for professional client communication.

What Python libraries do I need for financial modeling and chart generation in earnings reports?

Financial modeling and chart generation for earnings reports require Python with pandas for data analysis, matplotlib and seaborn for chart generation, and a DOCX component for final report creation.

Can I automate beat/miss analysis for covered companies' quarterly reports?

Yes, you can automate beat/miss analysis for covered companies' quarterly reports by processing quarterly results data to calculate performance against estimates and update financial models.

What is the best way to update financial estimates and thesis after an earnings release?

The best way to update estimates and thesis after an earnings release is to analyze quarterly results using this Skill, which generates a revised thesis and updated key metrics for covered companies.

Are there limitations when using pandas and matplotlib for quarterly results analysis?

Limitations of using pandas and matplotlib for quarterly results analysis include requiring properly structured input data for financial modeling and depending on the DOCX component to format the final equity research report.