Earnings Analysis
This generates institutional-grade earnings update reports in the 8-12 page format that sell-side analysts publish within 24-48 hours of quarterly results. It handles the beat/miss analysis, updated estimates, and revised thesis while keeping things focused on what's new rather than rehashing background. The workflow is solid: it forces you to search for the latest earnings data instead of relying on stale training data, then walks through analysis, chart generation, and report assembly. Worth noting it's thorough about citations and hyperlinks, which matters if you're producing client-facing research. Ships as a DOCX with 8-12 charts and a few summary tables, not the comprehensive model you'd build for an initiation.
- skills.sh installs
- 1.8K
- GitHub stars
- 33.5K
- last updated
- Jul 14, 2026
Install
$ npx -y skills add anthropics/financial-services-plugins --skill earnings-analysis --agent claude-codeInstalls into .claude/skills of the current project.
Files
Equity Research Earnings Update
Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
Key Characteristics:
- Length: 8-12 pages
- Word Count: 3,000-5,000 words
- Tables: 1-3 summary tables (NOT comprehensive)
- Figures: 8-12 charts
- Turnaround: 1-2 days (within 24-48 hours of earnings)
- Audience: Clients already familiar with the company
- Focus: What's NEW - beat/miss, updated estimates, thesis impact
- Font: Times New Roman throughout (unless user specifies otherwise)
When to Use
Use when the user requests:
- "Create an earnings update for [Company] Q3 2024"
- "Analyze [Company]'s quarterly results"
- "Post-earnings report for [Company]"
- "Q1/Q2/Q3/Q4 update for [Company]"
Do NOT use if:
- User requests "initiation report" → Use different skill
- User requests "flash note" or "quick take" → Different format
- Company is not already covered → Need initiation first
Critical Requirements
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- Repository
- github.com/anthropics/financial-services-plugins
- Category
- Finance & Trading
- First seen
- Apr 16, 2026
