earnings

Compile quarterly financial data and KPIs into a cited earnings analysis narrative.

482|113|Updated Feb 17, 2026
One-click install
npx skills add https://github.com/daloopa/investing --skill earnings
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings
Source: https://github.com/daloopa/investing/tree/main/.claude/skills/earnings
Command: npx skills add https://github.com/daloopa/investing --skill earnings

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill automates in-depth earnings analysis for a given company by assembling and interpreting quarterly financial data, KPIs, and guidance to support investment decisions.

Core Features & Use Cases

  • Comprehensive KPI extraction: retrieves and summarizes key metrics across the last 8 quarters, including derived figures labeled with calc.
  • Growth, margins & guidance analysis: provides YoY growth, margin trends, OpEx decomposition, and guidance-versus-actuals with narrative context.
  • Narrative management & read-throughs: synthesizes management commentary, builds 5-8 read-through signals to adjacent companies, and adds external market context for informed decisions.

Quick Start

Prompt for a complete earnings analysis for a specified ticker using the latest quarter results and Daloopa-style citations.

Frequently Asked Questions about earnings

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate quarterly earnings analysis with KPI extraction and margin trends?▼

Automate quarterly earnings analysis by compiling financial data and KPIs across the last 8 quarters, calculating YoY growth, margin trends, and OpEx decomposition to generate structured investment assessments.

What is the best way to structure equity research notes from quarterly financial statements?▼

Structure equity research notes by synthesizing quarterly financial statements and KPI data into a narrative with margin trends, management commentary, and citations to support data-backed investment decisions.

Does the earnings analysis support derived metrics and one-time item flagging?▼

The earnings analysis supports derived metrics labeled with '(calc.)' and automatically flags one-time items to ensure your quarterly financial analysis accurately separates recurring performance from anomalous data.

Can I compare management guidance versus actuals for a specified company ticker?▼

Yes, you can compare guidance versus actuals by inputting optional guidance data alongside quarterly financial statements, allowing the analysis to evaluate forecast accuracy and narrative context for a specified ticker.

How do I build read-through signals to adjacent companies from earnings results?▼

Build read-through signals by synthesizing management commentary and market context from quarterly earnings results, generating 5-8 signals to adjacent companies for informed portfolio analytics and equity research.

What financial KPIs are needed to automate an earnings analysis assessment?▼

Automated earnings analysis requires KPI data including revenue, gross profit, operating income, EBITDA, net income, EPS, Opex, CapEx, and FCF, alongside quarterly financial statements and optional guidance for comprehensive coverage.