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earnings-preview-beta

Aggregate financial data and transcripts into an HTML earnings preview report.

34.1k|5.1k|Updated Feb 23, 2026
Search Tags:#report generation#financial analysis#data aggregation#transcript extraction#earnings
One-click install
npx skills add https://github.com/anthropics/financial-services --skill earnings-preview-beta
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-preview-beta
Source: https://github.com/anthropics/financial-services/tree/main/plugins/partner-built/spglobal/skills/earnings-preview-beta
Command: npx skills add https://github.com/anthropics/financial-services --skill earnings-preview-beta

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill streamlines the creation of detailed, accurate earnings preview reports by integrating multiple data sources and extracting verbatim transcripts, reducing manual effort and errors.

Core Features & Use Cases

  • Data Integration: Collects financial metrics, stock prices, and analyst estimates from authoritative MCP sources.
  • Transcript Analysis: Extracts verbatim quotes and contextual insights from earnings call transcripts.
  • Report Generation: Produces comprehensive, formatted HTML earnings preview documents for investment research, compliance, or management review.

Quick Start

Use the earnings-preview-beta skill to compile recent earnings data and generate the report for the specified company and quarter.

Frequently Asked Questions about earnings-preview-beta

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

FAQPage Schema
How do I automate earnings report generation from financial data and transcripts?▼

Automating earnings report generation involves aggregating financial metrics, extracting verbatim quotes from call transcripts, and synthesizing insights into a formatted HTML document for review.

Can I generate an earnings preview without web scraping financial data?▼

Yes, you can generate an earnings preview without web scraping by sourcing financial data and stock prices solely from authorized MCP tools and extracting verbatim insights from earnings call transcripts.

What is the best way to extract verbatim quotes from earnings call transcripts for analysis?▼

The best way to extract verbatim quotes from earnings call transcripts is using an automated analysis tool that pulls contextual insights and integrates them with aggregated financial metrics for comprehensive reporting.

Does earnings report generation work for corporate finance and investment workflows?▼

Earnings report generation works for both investment and corporate finance workflows by producing professional, data-driven HTML documents that integrate metrics, estimates, and transcript insights for timely decisions.

What data sources do I need to compile a comprehensive earnings analysis?▼

To compile a comprehensive earnings analysis, you need authorized MCP sources for financial metrics, stock prices, analyst estimates, and verbatim earnings call transcripts to ensure accurate, verifiable information.

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