aifolimizer: Skill for Claude Code

Earnings Analyzer (JPMorgan style)

Stage 0 - Decision Memory (load BEFORE forming any verdict)

Before fetching market data, load prior decisions on this ticker so the verdict stays consistent across sessions:

• mcp__aifolimizer__get_ticker_decision_history with ticker=TICKER, max_decisions=5 - prior actions, outcomes, reflections
• mcp__aifolimizer__get_ticker_reflection with symbol=TICKER, n=3 - prior recs + realized alpha
• mcp__aifolimizer__get_cross_ticker_lessons with max_lessons=3 - portfolio-level win/loss patterns

Reconciliation rule: if a prior decision exists and your new read flips it, state explicitly WHY it changed (new data / catalyst / price move). Never silently contradict a logged decision - that drift is exactly what this prevents.

How to run

1. Call mcp__aifolimizer__get_profile - account types and capital. Frame position sizing and tax impact of any pre-earnings trade
2. Confirm ticker via mcp__aifolimizer__get_portfolio (or use stock with nearest earnings from get_earnings_calendar)
3. Call mcp__aifolimizer__get_earnings_calendar - confirmed next earnings date and days until
4. Call mcp__aifolimizer__get_fundamentals with symbols=[ticker] - EPS TTM, analyst target price, analyst recommendation
5. Call mcp__aifolimizer__get_recent_filings with ticker=ticker, forms=["8-K"] - pre-earnings 8-K events (guidance preannounce, M&A, exec change) that reshape the setup. US-listed only
6. Call mcp__aifolimizer__get_finnhub_news with ticker=ticker - news sentiment tally heading into the print (positioning into the event)
7. Call mcp__aifolimizer__get_earnings_results with symbols=[ticker], quarters=4 - authoritative last-4-quarters EPS estimate/actual/surprise/beat-miss outcome. Do NOT WebSearch this; the MCP serves it.
8. WebSearch ONLY for what no MCP tool serves: options-implied move for earnings day (CBOE / broker IV), upcoming-quarter consensus EPS/revenue if absent from get_fundamentals, and qualitative management guidance from the last call.