earnings-analysis

earnings-analysis is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 115 tokens per session (2,450 once invoked), scanned A, original, Apache-2.0.

A skill for producing an 8–12-page quarterly earnings update for a company already covered by an analyst. It compares results with expectations, updates estimates, and explains what changed in the investment view.

In plain words
What is it for?
Use it for post-earnings reports covering beats or misses, key metrics, revised estimates, charts, summary tables, and linked financial sources.
Why use it?
It gives a repeatable structure for reviewing new quarterly information without rewriting the company’s full initial research report.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the equity-research plugin — 9 skills, 9 commands shipped together

Good fit Use it for post-earnings reports covering beats or misses, key metrics, revised estimates, charts, summary tables, and linked financial sources.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/earnings-analysis
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 yuping322/financial-services-plugins-new --skill earnings-analysis
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install equity-research, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

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-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/earnings-analysis/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/earnings-analysis)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/earnings-analysis"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/earnings-analysis/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-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/earnings-analysis"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/earnings-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 115 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,450 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 $0.00115 $0.02450
Opus 5 $0.00057 $0.01225
Sonnet 5 $0.00023 $0.00490
Haiku 4.5 $0.00012 $0.00245

Measured 10d ago against content hash 01a6b8227a85, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

earnings-analysis 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 10d 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.

equity-research/skills/earnings-analysis/SKILL.md · 229 lines

How it starts

The opening of the file, as written. The whole thing — 229 lines — stays where its author put it; the contents beside it link to each section on GitHub.

股票研究盈利更新

创建专业盈利更新报告,分析已覆盖公司的季度结果,遵循机构标准(摩根大通、高盛、摩根士丹利格式)。

主要特征:

  • 长度:8-12 页
  • 字数:3,000-5,000 字
  • 表格:1-3 个汇总表(非全面)
  • 图表:8-12 个
  • 周转时间:1-2 天(盈利发布后 24-48 小时内)
  • 受众:已熟悉该公司的客户
  • 焦点:新增内容 - 超/未达预期、更新的估计、论文影响
  • 字体:整个文档使用 Times New Roman(除非用户另有说明)

何时使用

用户请求以下内容时使用:

  • "为[公司] Q3 2024 创建盈利更新"
  • "分析[公司]的季度结果"
  • "[公司]的盈利后报告"
  • "[公司]的 Q1/Q2/Q3/Q4 更新"

不要在以下情况下使用:

  • 用户请求"初始报告" → 使用不同的技能
  • 用户请求"快速笔记"或"快速观点" → 不同的格式
  • 公司未被覆盖 → 需要首先启动覆盖

关键要求

1. 速度和及时性

  • 在盈利发布后 24-48 小时内发布
  • 仅关注新信息
  • 不要过度重述公司背景

2. 超/未达预期分析

  • 首先说明公司是否超或未达预期
  • 量化差异(例如,"收入超过预期 1.2 亿美元或 3%")
  • 解释为什么结果与预期不同

3. 汇总格式

  • 将表格保持在 1-3 个(仅汇总,不全面)
  • 无完整损益表/现金流/资产负债表(仅关键指标)
  • 假设读者已看过初始报告

4. 引用和来源归属 ⭐⭐⭐ 强制性

关键:使用特定来源和可点击的超链接正确引用所有数据。

在每个图表和表格中包含特定的引用和可点击链接:

来源:2024 年 Q3 10-Q,提交日期 2024 年 11 月 8 日;公司盈利发布
       [超链接"10-Q"至:https://www.sec.gov/cgi-bin/viewer?accession=...]
       [超链接"盈利发布"至:https://investor.company.com/news/q3-2024]

超链接在 Word 中的显示方式:

  • 文件名显示为蓝色、下划线可点击链接
  • 读者可以按 Ctrl+单击直接打开源
  • 不是纯文本 URL - 带有显示文本的格式化超链接

必需的来源列表:

在每个盈利更新中引用:

  • ✅ 盈利发布(包含日期和 URL)
  • ✅ 10-Q 备案(包含备案日期和 EDGAR 链接)
  • ✅ 盈利电话会议记录(包含日期)
  • ✅ 投资者陈述/补充材料(如果可用)
  • ✅ 一致预期来源(Bloomberg/FactSet 等,包含日期)
  • ✅ 先前指导(来自上一季度的材料)

带有可点击超链接的参考部分:

在报告末尾包含"来源"部分:

来源和参考资料

盈利材料(2024 年 Q3):
• 盈利发布(2024 年 11 月 7 日)
  [超链接整行至:https://investor.company.com/news/q3-2024-earnings]

• 10-Q 表(提交于 2024 年 11 月 8 日)
  [超链接至:https://www.sec.gov/cgi-bin/viewer?accession=...]

• 盈利电话会议记录(2024 年 11 月 7 日)
  [超链接至:https://seekingalpha.com/article/...]

• 投资者陈述(2024 年 11 月 7 日)
  [超链接至:https://investor.company.com/presentations/q3-2024.pdf]

验证清单:

  • 每个图表都有来源,包含特定文件和日期
  • 每个表格都有来源和文件参考
  • 超/未达预期分析引用一致预期来源和日期
  • 指导变化引用当前和先前指导来源
  • 关键统计数据有脚注
  • 来源部分列出所有材料及 URL
  • 所有 URL 都是可点击的超链接(不是纯文本)
  • 所有 SEC 备案都超链接到 EDGAR 查看器

5. 更新的估计

  • 根据结果更新前向估计
  • 清楚地显示旧估计与新估计的对比
  • 解释发生了什么变化及其原因

高级工作流程

盈利更新流程遵循 5 个阶段:

阶段 1:数据收集(30-60 分钟)

🚨🚨🚨 关键:训练数据已过期 🚨🚨🚨

在开始前 - 按顺序完成这 4 步:

  1. 检查今天的日期 - 写下当前日期
  2. 搜索最新信息 - 使用网页搜索:"[公司]最新盈利结果"
  3. 验证日期 - 确认盈利发布在过去 3 个月内
  4. 检查记录日期 - 验证记录日期与发布日期匹配

Read the full file on GitHub · 229 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 10d ago First seen · 229 lines · 115 tokens per session scan A 01a6b8227a85

Subscribe to this mod's changes

earnings-analysis is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It adds 115 tokens to every session and 2,450 once invoked, about $0.0006 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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