earnings-analysis

Generate DOCX equity research earnings update reports with beat/miss analysis and revised estimates.

1|Updated Feb 28, 2026
One-click install
npx skills add https://github.com/Walter102202/Finance --skill earnings-analysis-walter102202
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/Walter102202/Finance/tree/main/.claude/skills/equity-research/earnings-analysis
Command: npx skills add https://github.com/Walter102202/Finance --skill earnings-analysis-walter102202

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The Earnings Update skill automates the creation of professional equity research earnings update reports for companies already under coverage, enabling timely, consistent analyses.

Core Features & Use Cases

  • Generates 8-12 page DOCX updates (3,000-5,000 words) with beat/miss analysis, updated estimates, and revised investment thesis.
  • Produces 1-3 summary tables and 8-12 charts, with a structured sources section containing clickable citations.
  • Applies to analysts delivering post-earnings updates for covered names on tight turnarounds.

Quick Start

Create an 8-12 page earnings update for a covered company, including beat/miss analysis, updated estimates, and sources.

Frequently Asked Questions about earnings-analysis

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

FAQPage Schema
How do I automate equity research earnings update reports after a company releases results?

Automate equity research earnings update reports by using a front-matter driven YAML guide to generate 8-12 page DOCX files with beat/miss analysis, revised estimates, and citations within 24-48 hours post-earnings.

Can I generate a post-earnings DOCX with embedded charts and summary tables automatically?

Yes, you can generate a post-earnings DOCX that automatically includes 1-3 summary tables and 8-12 embedded charts, alongside a structured sources section with clickable citations for professional equity research formatting.

What is the best way to structure a 3,000-5,000 word earnings update for a covered company?

Structure a 3,000-5,000 word earnings update by enforcing formatting and tone through a YAML guide, ensuring the document contains beat/miss analysis, updated estimates, and a revised investment thesis for companies already under coverage.

Does this earnings analysis approach work for companies already under coverage or new initiations?

This earnings analysis approach is designed specifically for companies already under coverage to produce timely post-earnings updates, rather than initiating new coverage on previously untracked equities.

How to ensure consistent tone and clickable citations in equity research reports?

Ensure consistent tone and clickable citations in equity research reports by applying a structured YAML formatting guide that enforces professional standards and generates a dedicated sources section for all included references.