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Morning Note

Generate standardized morning meeting notes summarizing overnight market developments and trade ideas.

34.1k|5.1k|Updated Feb 23, 2026
Search Tags:#equity research#financial news#morning note#earnings summary#trade ideas#market developments
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill morning-note-anthropics
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Morning Note
Source: https://github.com/anthropics/financial-services-plugins/tree/main/equity-research/skills/morning-note
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill morning-note-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the drafting of concise, actionable morning meeting notes, summarizing overnight developments, trade ideas, and key events for coverage stocks.

Core Features & Use Cases

  • Summarize Overnight Developments: Scans for earnings, guidance changes, M&A, management shifts, product news, regulatory decisions, and market context.
  • Format Actionable Notes: Structures notes with a "Top Call," "Overnight/Pre-Market Developments," "Key Events Today," and "Trade Ideas."
  • Quick Takes on Earnings: Provides a structured table and analysis for companies that reported earnings.
  • Use Case: A portfolio manager needs a quick, opinionated summary of market-moving news before their 7 am meeting. This Skill generates a one-page note highlighting the most critical information and potential trading opportunities.

Quick Start

Use the morning note skill to draft the daily note for the technology sector, focusing on overnight developments and key events for today.

Frequently Asked Questions about Morning Note

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

FAQPage Schema
How do I generate morning meeting notes for equity research?▼

To generate morning meeting notes for equity research, input overnight market developments, earnings summaries, and trade ideas. The skill analyzes company-specific news and consensus estimates to format actionable insights into a standardized morning note structure.

What is the best way to summarize overnight market developments for portfolio managers?▼

The best way to summarize overnight market developments is to scan for earnings surprises, guidance changes, and M&A activity. This process structures opinionated summaries into Top Calls, Pre-Market Developments, and Trade Ideas for portfolio managers.

Can I format earnings summaries with consensus estimates and macro events?▼

Yes, you can format earnings summaries by analyzing company-specific news alongside consensus estimates and relevant macro events. This generates a structured table and analysis for companies that recently reported earnings.

Does the morning note skill work for specific coverage sectors like technology?▼

Yes, the morning note skill works for specific coverage sectors like technology. You can direct it to draft daily notes focusing on overnight developments and key events for today tailored to your designated sector.

What should be included in actionable trade ideas and morning notes?▼

Actionable trade ideas and morning notes should include a Top Call, Overnight Developments, Key Events Today, and Trade Ideas. This standardized structure highlights critical information and potential trading opportunities for financial professionals.

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