Earnings Analysis
Generates 8-12 page equity research earnings updates in the Goldman/JPM institutional format. You give it a company and quarter, it produces a 3,000-5,000 word DOCX with beat/miss analysis, updated estimates, revised thesis, and 8-12 charts. The entire workflow is templated out, from data collection to chart specs to page-by-page report structure. It's built for speed over comprehensiveness, assumes readers already know the company, and hammers on citation discipline with clickable hyperlinks to 10-Qs and transcripts. Has verification steps to avoid using stale training data. Good if you need to ship an earnings take in 24-48 hours and want the formatting decisions handled.
- install copies · 90 days. Times the install command was copied on this site in the last 90 days, bots filtered.
- 5
- skills.sh installs
- 3.6K
- GitHub stars
- 41.2K
- last updated
- Aug 21, 2026
Install
$ npx -y skills add anthropics/financial-services --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
- Categories
- Testing & QA, Code Review & Quality, Data Science & ML, Finance & Trading
- First seen
- Jun 3, 2026
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