morning-note

morning-note is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (842 once invoked), scanned A, original, Apache-2.0.

A template for concise morning meeting notes about overnight developments, trading ideas, and covered stocks. It is designed for a seven-o’clock market meeting and keeps the note short and action-focused.

In plain words
What is it for?
Use it to prepare earnings reactions, company and sector updates, macro-event previews, key events for the day, and trading ideas with risks.
Why use it?
It gives market teams a repeatable way to separate important overnight events from noise. It also connects news with possible effects on stocks, ratings, targets, and positions.

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 to prepare earnings reactions, company and sector updates, macro-event previews, key events for the day, and trading ideas with risks.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/morning-note"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/morning-note.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 842 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 $0.00842
Opus 5 $0.00000 $0.00421
Sonnet 5 $0.00000 $0.00168
Haiku 4.5 $0.00000 $0.00084

Measured 12d ago against content hash 6595513df7c9, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

morning-note 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/morning-note/SKILL.md · 87 lines

What it actually says

早间笔记

描述:草拟简洁的早间会议笔记,总结隔夜发展、交易创意和覆盖股票的关键事件。为 7 点早间会议格式设计 — 紧凑、有观点、可行动。触发条件:"早间笔记"、"早间会议"、"隔夜发生了什么"、"交易创意"、"早间电话准备"或"每日笔记"。

工作流程

第 1 步:隔夜发展

扫描覆盖范围内的相关事件:

盈利和指导

  • 任何覆盖公司隔夜或市前报告?
  • 盈利惊喜(收入、每股收益、关键指标超过或未达预期)
  • 指导变化(上调、下调、维持)

新闻和事件

  • M&A 公告或传言
  • 管理层变化
  • 产品发布或监管决定
  • 竞争对手分析师升级/降级
  • 影响部门的宏观数据或政策变化

市场背景

  • 隔夜期货/市前波动
  • 部门 ETF 表现
  • 相关商品或货币波动
  • 关键经济数据发布

第 2 步:早间笔记格式

保持紧凑 — 早间笔记应该在 2 分钟内可读:


[日期] 早间笔记 — [分析师名称] [部门覆盖]

主要观点:[标题 — 投资组合经理需要听到的一件事]

  • 关键发展及其重要性的 2-3 句话
  • 股票影响:目标价格、评级重申/变化

隔夜/市前发展

  • [公司 A]:盈利/新闻的单行摘要 + 我们的观点
  • [公司 B]:单行摘要 + 我们的观点
  • [部门/宏观]:相关部门范围的发展

今天的关键事件

  • [时间]:[公司]盈利电话会议
  • [时间]:经济数据发布(预期vs我们的观点)
  • [时间]:会议或投资者日

交易创意(如有)

  • [多头/空头] [公司]:1-2 句论文 + 催化剂
  • 风险:什么会使这个创意错误

第 3 步:盈利快速评论

如果覆盖公司报告,提供快速反应:

指标 一致预期 实际 超/未达预期
收入
每股收益
[关键指标]
指导

我们的观点:2-3 句 — 这对股票好还是坏?它改变了我们的论文吗?

行动:维持/升级/降级评级?调整目标价格?

第 4 步:输出

  • 用于电子邮件/Slack 分发的 Markdown 文本
  • 如果需要正式分发,提供 Word 文档
  • 保持在 1 页以内 — 投资组合经理和交易员不会阅读更多

重要说明

  • 有观点 — 只是总结新闻而没有观点的早间笔记没有用
  • 以最重要的事情开头 — 不要埋没标题
  • "没有新闻"是一个有效的早间笔记 — 说"隔夜没有重大新闻,维持定位"
  • 区分可行动事件(盈利、M&A)和噪音(次要分析师笔记、非事件)
  • 给你的评论加上时间戳 — 如果你在凌晨 6 点写作,请注明市前可能会在开盘时变化
  • 如果你错了,在下一份早间笔记中承认 — 可信度比每次都正确更重要
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 · 87 lines · 0 tokens per session scan A 6595513df7c9

Subscribe to this mod's changes

morning-note 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 842 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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