investing: Skill for Claude Code

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

earnings-review is a skill for Claude Code from daloopa/investing. It costs 14 tokens per session (3,613 once invoked), scanned A, original, Apache-2.0.

A workflow for reviewing a company’s earnings, meaning its reported financial results, and comparing them with management’s earlier promises or forecasts. It uses company and financial data to build the analysis.

In plain words
What is it for?
Use it to examine revenue, profit, cash flow, earnings per share, operating costs, and other reported metrics, then assess whether the company met its guidance.
Why use it?
It organizes several quarters of financial results and guidance checks in one review, so the user does not have to gather and compare each figure manually.

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-review/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-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/daloopa/investing/earnings-review/github.svg)](https://agentmods.dev/skills/daloopa/investing/earnings-review)
Your own site
<a href="https://agentmods.dev/skills/daloopa/investing/earnings-review"><img src="https://agentmods.dev/badge/skills/daloopa/investing/earnings-review/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for earnings-review

Your own site · 80×15
<a href="https://agentmods.dev/skills/daloopa/investing/earnings-review"><img src="https://agentmods.dev/badge/skills/daloopa/investing/earnings-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 14 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,613 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 $0.00014 $0.03613
Opus 5 $0.00007 $0.01806
Sonnet 5 $0.00003 $0.00723
Haiku 4.5 $0.00001 $0.00361

Measured 11d ago against content hash 5fcaadfc5288, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

earnings-review 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 11d 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-review/SKILL.md · 236 lines

How it starts

The opening of the file, as written. The whole thing — 236 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Perform a comprehensive earnings analysis for the company specified by the user: $ARGUMENTS

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.

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

2. Core Financial Metrics

Calculate 8 quarters backward from latest_calendar_quarter. Search for these metrics, then pull:

Income Statement:

  • Revenue / Net Sales
  • Gross Profit
  • Operating Income / EBIT
  • EBITDA (if not reported, compute as Operating Income + D&A — label it "EBITDA (calc.)")
  • Net Income
  • Diluted EPS
  • Operating Expenses (SG&A, R&D where available)

Cash Flow & Balance Sheet:

  • Operating Cash Flow
  • CapEx (Purchases of property, plant and equipment)
  • Free Cash Flow (compute as Operating Cash Flow - CapEx — label it "FCF (calc.)")
  • D&A (needed for EBITDA calc if not directly reported)

For any derived/computed metric, mark it with "(calc.)" so the reader knows it's not directly sourced.

Flag any one-time items that distort a quarter (e.g., tax charges, impairments, litigation settlements) with a footnote so YoY comparisons aren't misleading.

3. Company-Specific KPIs

First, think about what the most important KPIs are for THIS specific company based on its business model and what drives its valuation. For example:

  • SaaS/cloud: ARR, net revenue retention, RPO/cRPO, customers >$100K
  • Consumer tech: DAU/MAU, ARPU, engagement metrics, installed base, paid subscribers
  • E-commerce/marketplace: GMV, take rate, active buyers/sellers, order frequency
  • Retail: same-store sales, store count, average ticket, transactions
  • Telecom/media: subscribers, churn, ARPU, content spend
  • Hardware: units shipped, ASP, attach rate
  • Financial services: AUM, NIM, loan growth, credit quality metrics
  • Pharma/biotech: pipeline stage, patient starts, scripts, market share

Read the full file on GitHub · 236 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. 11d ago First seen · 236 lines · 14 tokens per session scan A 5fcaadfc5288

Subscribe to this mod's changes

earnings-review is a skill published in the GitHub repository daloopa/investing (487 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 14 tokens to every session and 3,613 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.

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