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Morning Note

Summarize overnight developments and trade ideas into structured morning meeting notes.

1|Updated May 16, 2026
Search Tags:#equity research#market events#morning note#trade ideas#earnings recap#stock impact#analyst coverage
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill morning-note-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Morning Note
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/vertical-plugins/equity-research/skills/morning-note
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill morning-note-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It solves the problem of transforming overnight and pre-market developments into fast, opinionated coverage notes that PMs and traders can act on the same morning.

Core Features & Use Cases

  • Event scanning across a coverage universe: Pulls together earnings/guidance, M&A, management changes, analyst actions, and relevant macro/market context into a coherent digest.
  • Actionable morning meeting formatting: Produces a tight structure with a single top call, stock impact, today’s key events, and (when applicable) trade ideas with explicit risk.
  • Earnings quick takes: Summarizes key consensus vs. actual metrics and delivers a clear “maintain/upgrade/downgrade” style action with a brief thesis update.

Use case: After a company reports overnight, generate a 1-page morning note that highlights what changed, why it matters for the stock, and what the team should focus on today (earnings call times, macro releases, and any trade setup).

Quick Start

Draft a concise morning meeting note for coverage stocks using the latest overnight and pre-market events, following the required 1-page format with a top call, key developments, today’s events, and any trade ideas.

Frequently Asked Questions about Morning Note

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

FAQPage Schema
How do I draft morning meeting notes from overnight market events?▼

Generate morning meeting notes by summarizing overnight market events and pre-market developments into an actionable digest. The output provides a structured markdown format featuring a top call, stock impact, and trade ideas for coverage stocks.

What is the best way to summarize earnings recaps for coverage stocks?▼

Summarize earnings recaps by comparing consensus metrics against actual results in a quick-take table. This delivers a clear maintain, upgrade, or downgrade action alongside a brief thesis update, highlighting exactly what changed and why it matters for the stock.

How do I format trade ideas with explicit risk for a morning note?▼

Format trade ideas by applying a structured markdown output that includes time-stamped items and clear stock impact. The generated note highlights the trade setup alongside its explicit risk, ensuring PMs and traders know exactly what to focus on today.

Can I use this for daily equity research workflows and 7am meeting prep?▼

Yes, this is built specifically for 7am meeting prep and daily equity research workflows. It transforms overnight intel into fast, opinionated coverage notes that portfolio managers and traders can act on the same morning.

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