earnings-setup

earnings-setup is a skill for Claude Code, Codex from fredchu/claude-dotfiles. It costs 75 tokens per session (717 once invoked), scanned A, original, MIT.

An automation setup for tracking company earnings dates from a CSV list of stock ticker symbols. It can create calendar events and scheduled checks for upcoming earnings.

In plain words
What is it for?
Use it to add stocks to an earnings watchlist, find reports due within 60 days, create all-day calendar events, and schedule transcript polling.
Why use it?
It removes the need to look up each company’s reporting date and manually create reminders and recurring checks.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/fredchu/claude-dotfiles/earnings-setup
Any agent
npx skills add fredchu/claude-dotfiles --skill earnings-setup
Clone the repo
git clone --depth 1 https://github.com/fredchu/claude-dotfiles

Made for: Claude Code, Codex.

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-setup

README.md
[![agentmods](https://agentmods.dev/badge/skills/fredchu/claude-dotfiles/earnings-setup.svg)](https://agentmods.dev/skills/fredchu/claude-dotfiles/earnings-setup)
Your own site
<a href="https://agentmods.dev/skills/fredchu/claude-dotfiles/earnings-setup"><img src="https://agentmods.dev/badge/skills/fredchu/claude-dotfiles/earnings-setup.svg" alt="Measured on agentmods" height="20"></a>
Per session 75 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 717 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00075 $0.00717
Opus 5 $0.00037 $0.00358
Sonnet 5 $0.00015 $0.00143
Haiku 4.5 $0.00007 $0.00072

Measured 5d ago against content hash dcdce4e4e593, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-05, from the pricing page.

Security

Grade A, and why

earnings-setup 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 5d 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.

skills/earnings-setup/SKILL.md · 75 lines

What it actually says

Earnings Setup — 財報追蹤自動化設定

檔案路徑

  • 腳本目錄: /Users/fredchu/Documents/For_Claude/scripts/earnings-autopilot/
  • Ticker 清單: /Users/fredchu/Documents/For_Claude/inbox/earnings/tickers.csv
  • 狀態目錄: /Users/fredchu/Documents/For_Claude/scripts/earnings-autopilot/state/
  • ical CLI: /Users/fredchu/bin/ical

流程

Step 1: 讀取 Ticker 清單

cat /Users/fredchu/Documents/For_Claude/inbox/earnings/tickers.csv

解析 CSV(逗號分隔),取得所有 ticker symbols。 如果用戶指定特定 ticker,只處理那些。

Step 2: 查詢財報日期

對每支 ticker 執行:

python3 /Users/fredchu/Documents/For_Claude/scripts/earnings-autopilot/fetch_earnings_date.py TICKER

收集結果,分類:

  • 可排程(60 天內)
  • 太遠(> 60 天)— 列出但不自動排程
  • 查詢失敗 — 列出供用戶處理

向用戶報告結果表格,確認要排程哪些。

Step 3: 建行事曆事件

對確認的 ticker,用 ical CLI 建事件:

/Users/fredchu/bin/ical add --title "NVDA 盤後財報" --date "2026-05-28" --calendar "個人" --allday
  • 標題格式:{TICKER} {盤前/盤後/未知} 財報
  • 時間:如果知道 AMC/BMO 就標註,否則標「未知」
  • 全天事件

Step 4: 建立 Cron 輪詢排程

/Users/fredchu/Documents/For_Claude/scripts/earnings-autopilot/cron_manager.sh add TICKER Q{N}_{YEAR} YYYY-MM-DD

Step 5: 建立狀態檔

確認 state/{TICKER}_{QUARTER}.json 已建立(poll_transcript.sh 會自動建立)。

Step 6: 報告

向用戶彙整報告:

  • 已排程的 ticker + 財報日期 + cron 排程
  • 太遠的 ticker(建議下次再設定)
  • 失敗的 ticker

注意事項

  • 距離 > 60 天的 ticker 列出並詢問用戶,不自動排程
  • yfinance 需要安裝:pip install yfinance
  • 每次只處理下一次財報,不排程更遠的未來
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. 5d ago First seen · 75 lines · 75 tokens per session scan A dcdce4e4e593

Subscribe to this mod's changes

earnings-setup is a skill published in the GitHub repository fredchu/claude-dotfiles (2 stars, last pushed 22d ago), licensed MIT. It adds 75 tokens to every session and 717 once invoked, about $0.0004 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 2026-08-31.

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