earnings-review

earnings-review is a skill for Claude Code, Codex from KCNyu/clawock. It costs 98 tokens per session (1,191 once invoked), scanned A, original, MIT.

A review process for a US or Hong Kong company after an earnings release, a management promise becoming due, or a thesis review needing filing-based figures. It uses primary company documents and stores the result as structured data.

In plain words
What is it for?
Checking earnings quality, comparing guidance with results, reviewing cash conversion and margins, tracking promises, and deciding whether new evidence changes an investment thesis.
Why use it?
It separates verified financial facts from interpretation, helping prevent unsupported claims about results, guidance, cash flow, dilution, or management promises.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Checking earnings quality, comparing guidance with results, reviewing cash conversion and margins, tracking promises, and deciding whether new evidence changes an investment thesis.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/kcnyu/clawock/earnings-review
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.

Any agent
npx skills add KCNyu/clawock --skill earnings-review
Clone the repo
git clone --depth 1 https://github.com/KCNyu/clawock

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-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/kcnyu/clawock/earnings-review/github.svg)](https://agentmods.dev/skills/kcnyu/clawock/earnings-review)
Your own site
<a href="https://agentmods.dev/skills/kcnyu/clawock/earnings-review"><img src="https://agentmods.dev/badge/skills/kcnyu/clawock/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/kcnyu/clawock/earnings-review"><img src="https://agentmods.dev/badge/skills/kcnyu/clawock/earnings-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 98 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,191 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 $0.00098 $0.01191
Opus 5 $0.00049 $0.00596
Sonnet 5 $0.00020 $0.00238
Haiku 4.5 $0.00010 $0.00119

Measured 11d ago against content hash 1b3370161cad, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, 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.

skills/earnings-review/SKILL.md · 110 lines

How it starts

The opening of the file, as written. The whole thing — 110 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Earnings Review

Event-driven, never scheduled. Run this when an issuer reports, when a commitment comes due, or before a thesis review that needs first-party numbers. It is not part of any cron path.

The output is not a report. It is memory/earnings/<TICKER>/<period>.json, and the Markdown you write afterwards is a rendering of that file.

What the code owns and what you own

Owned by clawock earnings Owned by you
Source grade A/B/C and whether footnote claims are allowed Reading the filing and paraphrasing what it says
Cash conversion, FCF, working-capital gaps, dilution, SBC share, margins Choosing which segments and footnotes matter
Guidance beat / inline / miss Recording the commitment and its measurable target
Promise roll-forward to met / partial / missed / not_due / unverifiable Locating the document that proves the result
The release gate over the provenance manifest Deciding whether the period changes the thesis

Never assert a computed number in prose. Run the script and quote its output.

Step 1 — collect first-party documents

Source order is not negotiable:

  • US — SEC filing (10-K/10-Q/8-K) or issuer IR first; clawock filings supplies the structured XBRL numbers used to verify them.
  • HK — HKEX announcement or issuer IR first; clawock fundamentals (Eastmoney) is a secondary structured source, never a substitute for a footnote.
  • A third-party summary may only fill a gap, and it lowers the grade.

Record each document once in documents[] with its source_class, a stable locator, retrieved_at, and whether it covers_period. Store a short paraphrase and the locator — never long transcript passages.

Grades are mechanical: A needs a covering primary document plus a structured dataset; B has the dataset but no covering primary document; C is third-party only. B/C disable every footnote claim, and the validator enforces that. A low grade describes the sources, not the company.

Read the full file on GitHub · 110 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 · 110 lines · 98 tokens per session scan A 1b3370161cad

Subscribe to this mod's changes

earnings-review is a skill published in the GitHub repository KCNyu/clawock (14 stars, last pushed yesterday), licensed MIT. It adds 98 tokens to every session and 1,191 once invoked, about $0.0005 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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