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earnings-prep

Official

Pre-earnings prep with data-driven insights.

Finance & Accounting#guidance#data-analysis#report#earnings#preparation#quarterly#daloopa
Authordaloopa
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Automates pre-earnings preparation reporting for equity analysts, saving time and sharpening focus before quarterly prints.

Core Features & Use Cases

  • Company lookup and quarter alignment: Identify latest calendar quarter, upcoming print, and company identifiers.
  • Last quarter recap: Retrieve prior quarter financials, YoY context, and KPIs.
  • Guidance synthesis: Extract management guidance and compare to upcoming results with historical beat analysis.
  • Narrative prep: Generate concise talking points and a structured note for the earnings call.
  • Custom formatting for delivery: Produce a ready-to-share pre-earnings note with sourcing.

Quick Start

Provide a ticker symbol to generate its pre-earnings preparation report for the upcoming quarter.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: earnings-prep
Download link: https://github.com/daloopa/plugin/archive/main.zip#earnings-prep

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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