guidance-tracker

Quantify management guidance versus actual results across eight quarters.

482|113|Updated Feb 17, 2026
One-click install
npx skills add https://github.com/daloopa/investing --skill guidance-tracker
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: guidance-tracker
Source: https://github.com/daloopa/investing/tree/main/.claude/skills/guidance-tracker
Command: npx skills add https://github.com/daloopa/investing --skill guidance-tracker

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Track management guidance accuracy over time for the company you specify, helping investors assess credibility and forecasting quality.

Core Features & Use Cases

  • Discover and track quarterly and annual guidance (revenue, EPS, margins, and KPIs)
  • Pull actual results for the last eight quarters and compute beat/miss deltas
  • Generate an HTML report with offset rules, citations, and design-system formatting
  • Compare guidance trends across related companies to identify sandbagging or credibility signals

Quick Start

Invoke the guidance-tracker with a ticker to begin collecting and analyzing its guidance versus actual results.

Frequently Asked Questions about guidance-tracker

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

FAQPage Schema
How do I track management guidance accuracy versus actual earnings results over time?

To track management guidance accuracy, you can use a tool that collects guidance and actuals for the last eight quarters, computing beat/miss deltas to assess forecasting credibility. It generates a structured HTML report with offset rules and data citations.

How do I calculate quarterly and annual guidance beat or miss deltas for a specific ticker?

You calculate beat/miss deltas by applying offset rules to quarterly and annual guidance, comparing it against actual earnings results. This process detects KPI guidance patterns and computes the variance for the last eight quarters of a specified public company.

What is the best way to compare guidance trends across related companies to identify sandbagging?

The best way to identify sandbagging or credibility signals is to compare guidance trends across related companies by tracking beat/miss patterns over multiple quarters. This reveals whether management consistently under-promises and over-delivers.

Can I analyze revenue, EPS, and margin guidance alongside actual KPIs for public companies?

Yes, you can analyze revenue, EPS, margin, and KPI guidance alongside actuals. The analysis detects available KPI guidance, compares it to actual results across the last eight quarters, and formats the findings into a design-system HTML report.

Does the guidance tracker handle offset rules for both quarterly and annual financial guidance?

Yes, the guidance tracker handles offset rules for both quarterly and annual financial guidance. It applies these rules when comparing management guidance to actual earnings results to ensure accurate beat/miss calculations across reporting cycles.

How are data sources cited when generating an earnings guidance accuracy report?

Data sources are cited using Daloopa URLs within the generated HTML report. This ensures every guidance figure and actual result comparison is traceable back to its original public-company earnings filing.