investing: Skill for Claude Code

.claude/skills/earnings-prep/SKILL.md

earnings-prep is a skill for Claude Code from daloopa/investing. It costs 18 tokens per session (4,001 once invoked), scanned A, original, Apache-2.0.

A preparation report for the night before a company announces its financial results. It is written for an equity analyst comparing a company’s expected report with what it has previously reported.

In plain words
What is it for?
Use it to look up a company, identify its latest reporting periods, and prepare a focused note on what to examine when the results are released.
Why use it?
It organizes the information an analyst needs before results arrive, so the company’s announcement can be assessed against relevant expectations and prior figures.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter.

This is daloopa/investing's own configuration. It tells Claude Code how to work on investing itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything investing configures →

Reuse

Borrowing it

Nothing to install: this file belongs to daloopa/investing. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/daloopa/investing/main/.claude/skills/earnings-prep/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/daloopa/investing

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for earnings-prep

README.md
[![agentmods](https://agentmods.dev/badge/skills/daloopa/investing/earnings-prep.svg)](https://agentmods.dev/skills/daloopa/investing/earnings-prep)
Your own site
<a href="https://agentmods.dev/skills/daloopa/investing/earnings-prep"><img src="https://agentmods.dev/badge/skills/daloopa/investing/earnings-prep.svg" alt="Measured on agentmods" height="20"></a>
Per session 18 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,001 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00018 $0.04001
Opus 5 $0.00009 $0.02001
Sonnet 5 $0.00004 $0.00800
Haiku 4.5 $0.00002 $0.00400

Measured 8d ago against content hash 98c10749445b, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

earnings-prep scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

.claude/skills/earnings-prep/SKILL.md · 262 lines

How it starts

The opening of the file, as written. The whole thing — 262 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Generate a pre-earnings preparation report for the company specified by the user: $ARGUMENTS

This is the note a L/S equity analyst reads the night before a company reports — it tells them exactly what to focus on when the print drops.

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

Source quality (MANDATORY, applies to every web search in this skill): Follow ../data-access.md Section 2.5 — cite only primary sources (SEC filings, IR pages, press releases, transcripts) and Tier-1 financial press (Reuters, Bloomberg, WSJ, FT). Never use or cite Yahoo Finance editorial, Benzinga, Seeking Alpha, Motley Fool, Zacks, TipRanks, StockTwits, Reddit, or similar aggregators/blogs.

Follow these steps:

1. Company Lookup

Look up the company by ticker using discover_companies. Capture:

  • company_id
  • latest_calendar_quarter — anchor for all period calculations below (see ../data-access.md Section 1.5)
  • latest_fiscal_quarter
  • Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

Determine the upcoming quarter — the one AFTER latest_calendar_quarter. This is the quarter the company is about to report. All analysis is oriented around preparing the analyst for this print.

2. Last Quarter Recap

Pull the most recent quarter's full financials from Daloopa. Calculate 4 quarters backward from latest_calendar_quarter (for YoY context).

Pull:

  • Revenue, Gross Profit, Operating Income, EBITDA, Net Income, Diluted EPS
  • Operating Cash Flow, CapEx, FCF (calc.)
  • Segment/product revenue breakdown
  • Company-specific KPIs (use the business-model taxonomy: SaaS → ARR/NRR/RPO; Consumer → DAU/ARPU; E-commerce → GMV/take rate; etc.)

Summarize the story of last quarter in 3-5 bullets:

  • What beat expectations (guidance or consensus)?
  • What missed or disappointed?
  • What was the stock reaction? (use get_stock_prices per ../data-access.md Section 1.7 to get the actual next-day move; supplement with WebSearch for narrative context if needed)
  • What narrative emerged from the call? (e.g., "AI monetization acceleration," "margin expansion story intact," "consumer weakness")
  • What was the single most debated metric?

Read the full file on GitHub · 262 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 262 lines · 18 tokens per session scan A 98c10749445b

Subscribe to this mod's changes

earnings-prep is a skill published in the GitHub repository daloopa/investing (487 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 18 tokens to every session and 4,001 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

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