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earnings-preview-single

Generate a 4–5 page HTML earnings preview with transcript quotes and valuation.

1|Updated May 16, 2026
Search Tags:#transcript analysis#valuation#equity research#earnings preview#kfinance#HTML report generation#kensho search
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill earnings-preview-single-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-preview-single
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/partner-built/spglobal/skills/earnings-preview-beta
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill earnings-preview-single-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It solves the problem of producing a fast, professional earnings preview without manually stitching together transcripts, competitor context, valuation, and recent developments into a single report.

Core Features & Use Cases

  • Single-company, transcript-driven preview: Creates a dense, 4–5 page HTML equity research-style report for one ticker using the latest earnings transcript and transcript-verbatim quotes where applicable.
  • Competitor landscape & valuation: Pulls competitor financials, prices, market caps, and consensus EPS to compute LTM and NTM P/E and compare performance.
  • Strict sourcing & guardrails: Enforces that report content comes only from Kensho Grounding MCP (search) and S&P Global MCP (kfinance), with all intermediate MCP outputs written to /tmp/earnings-preview and re-read before HTML generation.

Quick Start

Use the earnings-preview-single skill to generate an earnings preview HTML for a specific ticker, such as passing the ticker symbol as the single $ARGUMENTS input (e.g., "AAPL").

Frequently Asked Questions about earnings-preview-single

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

FAQPage Schema
How do I generate a single-company equity research earnings preview report?▼

You generate an equity research earnings preview by passing a specific ticker symbol as input to produce a concise 4–5 page self-contained HTML report combining transcript analysis, competitor benchmarking, LTM and NTM P/E valuation, and recent news.

What is an earnings preview report and what data does it include?▼

An earnings preview report is a concise equity research document that includes verbatim transcript quote extraction, competitor financial benchmarking, LTM and NTM P/E valuation calculations, and investor-relevant themes derived from recent news and transcripts.

How do I extract verbatim transcript quotes for equity research analysis?▼

You extract verbatim transcript quotes by sourcing data strictly through Kensho Grounding MCP search and S&P Global kfinance functions, applying verbatim transcript quoting rules during the phase-ordered data collection process before generating the final report.

Does this earnings preview workflow require specific financial data platforms?▼

Yes, the earnings preview workflow requires strict two-tool-only sourcing from Kensho Grounding MCP search for grounding facts and S&P Global MCP kfinance for financial outputs, ensuring all report claims are traceable to these specific platforms.

Can I use custom data sources for competitor benchmarking and valuation in the report?▼

No, you cannot use custom data sources; the workflow enforces strict sourcing guardrails where competitor financials, prices, market caps, and consensus EPS must come exclusively from Kensho Grounding MCP search and S&P Global kfinance function outputs.

Why does the earnings preview generation process persist intermediate outputs to a temporary directory?▼

The earnings preview process persists intermediate MCP outputs to /tmp/earnings-preview to ensure derived metrics like LTM and NTM P/E are computed accurately by re-reading the intermediate files before final HTML generation, maintaining strict traceability.

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