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earnings-preview-single

Generate verified 4-5 page HTML earnings previews from Kensho and kfinance data.

17|4|Updated Mar 11, 2026
Search Tags:#mcp#financial-analysis#report-generation#equity-research#kensho#earnings-preview#spglobal
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill earnings-preview-single-yuping322
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-preview-single
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/partner-built/spglobal/skills/earnings-preview-beta
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill earnings-preview-single-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Equity analysts and investor-facing writers need a tightly focused, verifiable pre-earnings note that synthesizes transcripts, financials, price action, consensus estimates, and recent news into a 4-5 page deliverable without manual data wrangling or unverifiable claims.

Core Features & Use Cases

  • End-to-end report generation: Produces a single self-contained HTML earnings preview (4-5 printed pages) with narrative, figures, charts, and a detailed appendix linking every claim to source files.
  • Strict source discipline: Uses only Kensho Grounding (search) and S&P Global MCP (kfinance) for data; all MCP responses are written to /tmp/earnings-preview immediately and re-read for verification.
  • Reproducible workflow & validation: Enforces phased data collection (transcript, financials, prices, consensus, news), explicit intermediate file writes, and a verification phase that recalculates margins, LTM/NTM P/E, and returns from those files before rendering.
  • Use cases: Preparing sell-side preview notes, buy-side pre-mortems, or corporate investor-relations briefing decks that require traceable numbers and verbatim transcript excerpts.

Quick Start

Run the earnings-preview-single skill with a ticker (for example: AAPL) to produce a verified 4-5 page HTML earnings preview using only Kensho and kfinance MCP sources.

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 an equity earnings preview report with verifiable financial data?▼

An earnings preview report synthesizes company transcripts, financials, prices, consensus estimates, and news from Kensho Grounding and S&P Global kfinance MCP into a concise 4-5 page HTML document with strict source verification and traceable claims.

What is the best way to automate pre-earnings notes for equity research?▼

The best way to automate pre-earnings notes is to enforce phased data collection through Kensho search and kfinance MCP functions, writing intermediate files to disk and recalculating metrics like margins and LTM P/E before rendering the final HTML report.

Can I use S&P Global and Kensho data to build a traceable HTML equity research report?▼

Yes, you can build a traceable HTML equity research report using S&P Global kfinance MCP and Kensho Grounding. The workflow writes all MCP responses to intermediate files and re-reads them during verification to link every claim to its source data.

Does the earnings preview workflow support verbatim transcript excerpts and consensus estimates?▼

Yes, the earnings preview workflow supports verbatim transcript excerpts and consensus estimates by collecting this data via Kensho Grounding and S&P Global kfinance MCP, synthesizing it into the narrative and detailed appendix of the final HTML report.

What are the limitations of using Kensho and kfinance MCP for pre-earnings report generation?▼

A key limitation is the strict data source restriction: the pre-earnings report generation workflow mandates using only Kensho Grounding and kfinance MCP functions, requiring all intermediate data files to be written to a specific directory and verified before final HTML rendering.

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