aifolimizer: Skill for Claude Code

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

earnings-postmortem is a skill for Claude Code from tusharagg1/aifolimizer. It costs 102 tokens per session (1,775 once invoked), scanned A, original, MIT.

A process for reviewing a company’s quarterly earnings report against expectations and recent results. It also checks whether management’s guidance and the investment reasoning have changed.

In plain words
What is it for?
Use it when a company reports earnings, to assess beats or misses, review the last four quarters, examine guidance changes, and decide whether the investment thesis still holds.
Why use it?
It turns a lengthy earnings release into a structured review and keeps new conclusions consistent with earlier decisions about the stock.

Skill for Claude Code

Written for Claude Code: installed under .claude/.

This is tusharagg1/aifolimizer's own configuration. It tells Claude Code how to work on aifolimizer 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 aifolimizer configures →

Part of the aifolimizer plugin — 28 skills, 2 agents shipped together

Reuse

Borrowing it

Nothing to install: this file belongs to tusharagg1/aifolimizer. 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/tusharagg1/aifolimizer/master/.claude/skills/earnings-postmortem/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/tusharagg1/aifolimizer

Made for: Claude Code.

Or install aifolimizer, the plugin that ships this one along with the rest of its 28 skills, 2 agents.

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-postmortem

README.md
[![agentmods](https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/earnings-postmortem.svg)](https://agentmods.dev/skills/tusharagg1/aifolimizer/earnings-postmortem)
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<a href="https://agentmods.dev/skills/tusharagg1/aifolimizer/earnings-postmortem"><img src="https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/earnings-postmortem.svg" alt="Measured on agentmods" height="20"></a>
Per session 102 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,775 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 $0.00102 $0.01775
Opus 5 $0.00051 $0.00888
Sonnet 5 $0.00020 $0.00355
Haiku 4.5 $0.00010 $0.00178

Measured 7d ago against content hash 7e50e1596a04, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

earnings-postmortem 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 7d 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.

.claude/skills/earnings-postmortem/SKILL.md · 97 lines

How it starts

The opening of the file, as written. The whole thing — 97 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Earnings Postmortem (Post-Report Breakdown)

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 any post-report trim/add decision and tax impact
  2. Confirm ticker via mcp__aifolimizer__get_portfolio - current weight + cost basis (or note "not held" if researching watchlist name)
  3. Call mcp__aifolimizer__get_earnings_results with symbols=[ticker], quarters=4 - last 4 quarters EPS actual vs estimate, surprise %, beat/meet/miss outcome
  4. Call mcp__aifolimizer__get_fundamentals with symbols=[ticker] - current P/E, forward P/E, EPS TTM, analyst target, recommendation, profit margin, revenue growth
  5. Call mcp__aifolimizer__get_news_headlines with ticker=ticker - post-report news + analyst reactions
  6. Call mcp__aifolimizer__get_recent_filings with ticker=ticker, forms=["8-K","10-Q","10-K"] - the actual results 8-K + the 10-Q/10-K with a direct EDGAR link; confirms the filing exists and timestamps it (primary source for section 2 numbers). US-listed only
  7. WebSearch only for: full earnings call transcript quotes, segment revenue breakdown, forward guidance text, options-implied move that already played out, sell-side rating changes post-report

Investor profile

  • Canadian retail investor
  • Time horizons: short-term trading + long-term (10yr+) holding
  • Account types and capital: always read from get_profile - never hardcode

Read the full file on GitHub · 97 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. 7d ago First seen · 97 lines · 102 tokens per session scan A 7e50e1596a04

Subscribe to this mod's changes

earnings-postmortem is a skill published in the GitHub repository tusharagg1/aifolimizer (2 stars, last pushed 5d ago), licensed MIT. It adds 102 tokens to every session and 1,775 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 2026-08-31.

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