earnings-watch

earnings-watch is a skill for Claude Code from luiseiman/dotforge. It costs 57 tokens per session (697 once invoked), scanned A, original, MIT.

A guide for reviewing a company's latest quarterly results after they are published. It compares reported results with expectations and explains what they may mean for an existing investment.

In plain words
What is it for?
Use it to assess revenue and earnings beats or misses, management guidance, capital allocation, business segments, and the effect on a portfolio holding.
Why use it?
It turns a long earnings release, financial filing, or call transcript into the changes that matter for your investment view.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: positional $N argument.

Part of the dotforge plugin — 25 skills, 25 commands, 7 agents, 8 hooks shipped together

Good fit Use it to assess revenue and earnings beats or misses, management guidance, capital allocation, business segments, and the effect on a portfolio holding.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/luiseiman/dotforge/earnings-watch
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 luiseiman/dotforge --skill earnings-watch
Clone the repo
git clone --depth 1 https://github.com/luiseiman/dotforge

Made for: Claude Code.

Or install dotforge, the plugin that ships this one along with the rest of its 25 skills, 25 commands, 7 agents, 8 hooks.

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-watch

README.md
[![agentmods](https://agentmods.dev/badge/skills/luiseiman/dotforge/earnings-watch/github.svg)](https://agentmods.dev/skills/luiseiman/dotforge/earnings-watch)
Your own site
<a href="https://agentmods.dev/skills/luiseiman/dotforge/earnings-watch"><img src="https://agentmods.dev/badge/skills/luiseiman/dotforge/earnings-watch/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-watch

Your own site · 80×15
<a href="https://agentmods.dev/skills/luiseiman/dotforge/earnings-watch"><img src="https://agentmods.dev/badge/skills/luiseiman/dotforge/earnings-watch.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 57 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 697 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.
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 $0.00057 $0.00697
Opus 5.5 $0.00023 $0.00279
Sonnet 5.5 $0.00011 $0.00139
Haiku 4.5 $0.00006 $0.00070

Measured 1mo ago against content hash 8840584dce86, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

earnings-watch 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 1mo 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.

stacks/trading/skills/earnings-watch/SKILL.md · 83 lines

How it starts

The opening of the file, as written. The whole thing — 83 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Earnings Watch

Fast-turnaround post-earnings analysis focused on thesis impact. NOT a full initiation report — assumes you already know the company.

Step 1: Data Collection

CRITICAL: Training data is outdated. ALWAYS search for current data.

  1. Write down today's date
  2. Web search: "[Company] latest earnings results [current year]"
  3. Verify earnings release date is within last 3 months
  4. Collect: earnings release, 10-Q/10-K, call transcript, guidance

For CEDEARs: fetch the underlying US company's earnings, then calculate impact on CEDEAR price considering CCL.

Step 2: Beat/Miss Analysis

Metric Consensus Actual Delta Beat/Miss
Revenue $ / %
EPS $ / %
[Key metric 1]
[Key metric 2]

Lead with the headline: "AAPL Q3: Revenue beat by $2.1B (+3%), EPS beat by $0.12 (+8%)"

Step 3: Key Takeaways

3-5 bullet points, prioritized by thesis relevance:

  • What was NEW (not rehashing known info)
  • What management said about forward guidance
  • Any change in capital allocation (buybacks, dividends, capex)
  • Segment/geography surprises

Step 4: Thesis Impact

Map results to thesis pillars:

Pillar Pre-Earnings Status Post-Earnings Impact Updated Status
Strengthened/Weakened/Unchanged

Verdict: Thesis intact / Thesis weakened / Thesis broken

Step 5: Estimate Revision

Metric Old Estimate New Estimate Change Reason
FY Revenue
FY EPS
Target Price

Step 6: Action

  • Rating change: Maintain / Upgrade / Downgrade
  • Position action: Hold / Add on dip / Trim / Exit
  • Conviction: High / Medium / Low
  • Next catalyst: [event + date]

Output Format

Concise markdown. 500-1000 words max. Tables for data, prose for analysis.

═══ EARNINGS WATCH: [TICKER] Q[N] [YEAR] ═══
Headline: [beat/miss summary]
Thesis impact: [intact/weakened/broken]
Action: [hold/add/trim/exit]
Next catalyst: [event on date]

Read the full file on GitHub · 83 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. 1mo ago First seen · 83 lines · 57 tokens per session scan A 8840584dce86

Subscribe to this mod's changes

earnings-watch is a skill published in the GitHub repository luiseiman/dotforge (8 stars, last pushed 9d ago), licensed MIT. It adds 57 tokens to every session and 697 once invoked, about $0.0002 per session on Opus 5.5. 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 2026-09-03.

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