earnings-prep

Generate a pre-earnings report with financials, guidance, and KPIs from Daloopa sources.

7|1|Updated Feb 25, 2026
One-click install
npx skills add https://github.com/daloopa/plugin --skill earnings-prep
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: earnings-prep
Source: https://github.com/daloopa/plugin/tree/main/skills/earnings-prep
Command: npx skills add https://github.com/daloopa/plugin --skill earnings-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about earnings-prep

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

FAQPage Schema
How do I automate pre-earnings preparation for a specific stock ticker?

Automate pre-earnings preparation by providing a ticker symbol to generate a structured report. The system identifies the upcoming quarter, retrieves prior financials and KPIs, and synthesizes guidance into a ready-to-share note.

What is included in a quarterly earnings prep report for equity analysts?

A quarterly earnings prep report includes the prior quarter's financials, year-over-year context, KPIs, and management guidance. It also provides a narrative recap, forward-looking catalysts, and concise talking points for the earnings call.

How do I extract forward-looking guidance and historical beat analysis before an earnings call?

Extract forward-looking guidance by retrieving the most recent quarter's management guidance and comparing it to historical beat analysis. This synthesizes potential catalysts and aligns expectations with the upcoming quarterly print.

Can I generate a pre-earnings note with sourced data citations for my analysis?

Generate a pre-earnings note with sourced data citations by aligning output with data-access conventions. Every metric in the structured note cites Daloopa sources, ensuring full traceability for equity analysts.

Does this earnings preparation tool require manual quarter alignment for each company?

Earnings preparation requires no manual quarter alignment. The system automatically identifies the target company's latest calendar quarter, determines the upcoming print, and anchors all financial data analysis around it.

What's the best way to summarize a company's last quarter story before the upcoming earnings print?

Summarize a last quarter story by pulling recent financials, guidance, and KPIs, then structuring the data into concise talking points. This narrative prep highlights relevant catalysts and aligns with the upcoming earnings print.