earnings-preview

earnings-preview is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (733 once invoked), scanned A, original, Apache-2.0.

A workflow for preparing an investment preview before a company reports quarterly earnings, meaning its regular financial results.

In plain words
What is it for?
It is for making a one-page earnings preview with key metrics, bull, base, and bear cases, catalysts, the reporting schedule, and a trade setup.
Why use it?
It organizes estimates, market expectations, possible outcomes, and events that could move the stock before the 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 It is for making a one-page earnings preview with key metrics, bull, base, and bear cases, catalysts, the reporting schedule, and a trade setup.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/earnings-preview
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-preview
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-preview

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/earnings-preview"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/earnings-preview.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 733 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 $0.00000 $0.00733
Opus 5 $0.00000 $0.00367
Sonnet 5 $0.00000 $0.00147
Haiku 4.5 $0.00000 $0.00073

Measured 12d ago against content hash d1fbed5e2878, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

earnings-preview 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 12d 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-preview/SKILL.md · 71 lines

What it actually says

盈利前瞻

描述:使用估计模型、情景框架和关键指标进行盈利前分析。在公司报告季度盈利前使用,准备定位笔记、建立牛/熊情景、识别什么会影响股价。触发条件:"盈利前瞻"、"[公司]盈利需要注意什么"、"盈利前"、"盈利建立"或"[公司] Q[X] 预览"。

工作流程

第 1 步:收集背景

  • 识别公司和报告季度
  • 通过网页搜索拉取一致预期(收入、每股收益、关键细分指标)
  • 找到盈利日期和时间(市前vs市后)
  • 查看公司的上一季度盈利电话会议,了解任何指导或评论

第 2 步:关键指标框架

构建特定于公司的"需要关注"框架:

财务指标:

  • 收入vs一致预期(总额和按细分)
  • 每股收益vs一致预期
  • 利润率(毛利率、营业利润率、净利润率)— 扩大还是压缩?
  • 自由现金流
  • 前向指导vs一致预期

运营指标(行业特定):

  • 科技/SaaS:ARR、净保留率、RPO、客户数
  • 零售:同店销售、流量、篮子大小
  • 工业:积压订单、订单簿比、价格vs数量
  • 金融:净利息收益率、信用质量、贷款增长、费用收入
  • 医疗保健:处方、患者数量、管道更新

第 3 步:情景分析

构建 3 个情景及股价影响:

情景 收入 每股收益 关键驱动因素 股票反应
牛市
基础
熊市

对于每个情景:

  • 什么需要在运营上发生
  • 什么管理层评论会表示这一点
  • 历史背景 — 股票在类似报告上的历史表现如何?

第 4 步:催化剂检查表

识别将决定股票反应的 3-5 件事:

  1. [指标] vs [一致预期/市场预期] — 为什么很重要
  2. [指导项目] — 买方预期听到什么
  3. [叙述转变] — 任何战略变化、M&A、重组

第 5 步:输出

单页盈利前瞻,包含:

  • 公司、季度、盈利日期
  • 一致预期表
  • 关键指标需要关注(按重要性排序)
  • 牛/基础/熊情景表
  • 催化剂检查表
  • 交易建立:最近股票表现、期权隐含波动率

重要说明

  • 一致预期变化 — 始终注明估计的来源和日期
  • 来自买方调查的"市场预期"通常比公开一致预期更相关
  • 历史盈利反应帮助校准预期(搜索"[公司]盈利反应历史")
  • 期权隐含波动率告诉你市场期望什么 — 与你的情景进行比较
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. 12d ago First seen · 71 lines · 0 tokens per session scan A d1fbed5e2878

Subscribe to this mod's changes

earnings-preview is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 733 tokens. 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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